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HSA over funded by $4000, I then requested the money back which I recieved. I now have a W2 showing $8000 and a 5498-SA showing $4000. Trustee refuses to send 1099-SA ??
My HR department sent me a form to use to get the $4000 back and the trustee is now saying it's the wrong form. I used a "contribution correction form" and I should have used an "excess contribution form" which would have generated a 1099-SA. TT is prompting me to withdraw $700 to get to the $7300 married max to avoid the 6% penalty but I cannot enter the $4000 without a 1099 which I do not have and the trustee flatly refuses to supply.
Please help!
Please help!
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‎February 28, 2023
11:20 AM