Thank you RaifH.
We actually did not have any HSA expenses in 2021, thus no 1099-SA.
I already have a sizable hit this year (2021) due to sale of investment property. So, could I withdraw the $900 in that is in excess during 2021 and address, pay penalties during the 2022 tax season? Next year I will have the ability to do some tax loss harvesting on stock sales that could be used to offset (sales made in 2021 in long-term holding).
Does that sound like a reasonable strategy or will the tax penalties compound?
Regards, Richard
