BillM223
Expert Alumni

Deductions & credits

HealthEquity is a large administrator of HSAs and FSAs.

 

I think that this is an "oops" on their part. You should contact HealthEquity and point out that they have incorrectly sent a 1099-SA to an FSA customer. Hopefully this will start some self-reflection on their part. For example, did they send a copy of this 1099-SA to the IRS? That would have been a mistake that they need to correct.

 

For your part, keep every record you have about this in your tax files, in case the IRS wonders why someone who has an "HSA" didn't file form 8889 with their tax return. If that happens, just give the IRS a nice reply that Health Equity mistakenly sent some FSA customers (you, at least) HSA-related forms. Hopefully, this quickly gets the IRS's attention off of you and onto the big company.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"