- I had paid a medical bill using my HSA in November 2022.
- My insurance paid the bill to the provider in December 2022.
- I was refunded by the medical provider in January 2023 and currently my HSA administrator shows this as a contribution.
- I am filling out a Tax Correction Form with my HSA administrator to show it as a reimbursement from distributions.
- The administrator already provided me with the Form 1099-SA for my 2022 taxes and my assumption is the distribution from November 2022 is included on that form.
Do I need to request a corrected Form 1099-SA for 2022 tax records? How does that work if the refund was in January 2023?
Any help or guidance would be greatly appreciated.
