Thanks for the reply. Below is the info posted to one of my HSA Bank accounts (partially redacted). It looks like they added $3740 to my total gross distributions in 2021 and then deducted $3740 from my total gross distributions in 2022.
I called twice and asked them to change the credit in 2022 to apply it to tax year 2021 and they refused. I can call again and try to explain in a better way. I also found a "Health Savings Account (HSA) Tax Correction Form" on the HSA Bank website that I can submit to see if that would work? It has an option to identify the transaction date and amount and then I can choose "change to prior year" and "reimbursement from provider or insurance". Shall I try that next?
ORIGINAL PAYMENT (2021):
| 11/18/2021 | BANNER THUNDERBIRD MEDCTR | Debit Card | | $3,740.00 | Debit |
Transaction Details Request Date: 11/18/2021 4:36:33 AM (CT) Effective Date: 11/18/2021 Payment Details Status: Paid 1099-SA Tax Details Tax Year: 2021 Description: Normal Earnings on Excess Contributions: $0.00 Gross Distribution: $3,740.00 Debit Card Details Card Number: XXXXXXXXXXXX Date of Service: 11/16/2021 |
REIMBURSEMENT (2022):
| 01/10/2022 | BANNER THUNDERBIRD MEDCTR | Debit Card | $3,740.00 | Credit | |
Transaction Details Request Date: 1/8/2022 4:55:13 AM (CT) Effective Date: 01/10/2022 Earnings on Excess Contributions: $0.00 Gross Distribution: ($3,740.00) Card Number: XXXXXXXXXXXX Date of Service: 01/04/2022 Merchant: BANNER THUNDERBIRD MEDCTR |
