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Deductions & credits
Yes, these will be 2023 Forms 1099-SA that you will receive by about the end of January 2024. (There is a chance that the HSA custodian will report the combined totals for the return of the 2022 and 2023 returns of contribution on single Form 1099-SA because they have the same distribution code. The Form 1099-SA for the regular distribution of $475.01 will be on a separate Form 1099-SA with code 1.
‎July 21, 2023
12:25 PM