BillM223
Expert Alumni

Deductions & credits

I am getting closer to fully understanding your situation.

 

First, please tell the the info in boxes 1, 2, and 3 on the two 1099-SA forms and dates (months/year is OK) in which you requested them.

 

Second, for each 1099-SA, how did you answer the question "Did [name] have excess contributions deducted from their wages?" Yes or No?

 

Third, can you give me all the non-zero values on your HSA summary at the end of the HSA interview?

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