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Deductions & credits
The HSA is with Fidelity. They say I can make a withdrawal request but there is nothing on the form for indicating it is an Excess Contribution Removal request. For excess contribution withdrawals there is a different form, but they say I cannot use that form because the excess contribution was made in 2019.
Thus, it is not clear how to get them to issue a 1099-SA with box 3 marked as 2 (excess contribution).
I wonder if I made a regular withdrawal that Fidelity marked as distribution code 1 (normal withdrawal) there would be a way when doing taxes to indicate that Fidelity got the distribution code wrong and that is was really an excess contribution withdrawal.
March 4, 2022
11:20 AM