Hello,
I had an excess contribution to my HSA in 2021 for $201.95. I submitted the appropriate excess contribution form and received the $201.95 to my account on file. This was around February 15, 2022 before the deadline for the 2021 tax season. Because HSA funds are not taxed, I added $201.95 to my income and wages on my W-2 to account for this over contribution. I did not make any money from this excess money. My HSA provider gave the IRS/me a 1099SA form for 2022 for the excess contribution of $201.95, even though it was for excess contributions made in 2021 and they were properly removed before tax deadline. I did not file a form 5329 or a form 1099SA in 2021 (they didn't provide me with a 2021 1099SA) and when I go into turbotax it says that I am expected to pay federal tax of $201.95. What do I do in this situation. Talk with my HSA provider to change the 1099SA to 2021? Make an amendment to my 2021 tax return to include the 1099SA and the 5329? Thank you in advance.
