I am married to a 63 year old. We are both covered under his employer health insurance. I have requested that the HSA bank back out my half of the family hsa contribution for 2022 and inform his employer - that should be easy.
I have requested 3 months of the my 2021 half of the hsa contribution back (requested it in July 2022). What I need to know is how to report that on my taxes and pay tax and penalty once. Will it appear on the 2022-SA and I report it as a non-medical withdrawal in 2022 tax filing? Or do I file an amended 2021 return. Can I amend 2021 before the original 1040 filing I made in late March 2022 for 2021 is accepted?
Note to everyone: when I requested social security, I went to the social security site. I should have checked the medicare site as well for the rules. I assumed wrongly that I would not get part A unless I applied for it.
Thank you everyone who has responded. It is a real help.
