Yes, changing the HSA bank was aggravating. There was an overlap when I could pay from the old HSA bank, but a couple months later the new HSA bank got the balance of funds from the old HSA, and I had a new HSA Visa card with the new bank so I could pay copays, deductibles etc.
Anyways, just to be specific, here's the two 1099-SAs:
HSA Bank: Box 1 distribution $54.74. Box 3, distribution code 1. Box 5 account type HSA.
HealthEquity: Box 1 distribution $3030.76. Box 3, distribution code 1. Box 5 account type HSA.
Total of the two = $3085.50 (rounds up to $3086).
On form 8889, there is a TT Smart Worksheet box between lines 12 and 13, titled Excess Employer Contributions. Amounts in that box are:
A = $743; B= $743; C = $0.
