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HSA distribution not accurate, due to reversing an overfunded deposit
Toward the end of 2018, I added money to my husband's HSA. We later learned we overfunded, but not until 2019. So I did what I thought was right and transferred money out of the fund. But now, my distribution for 2019 includes the amount I reversed out for overfunding. So it's impacting my medical deduction allowed. How do I fix that? If I correct the distribution amount on my return, it won't match the amount on the 1099-SA.
‎April 3, 2020
3:35 PM