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I paid for a doctor's appointment from HSA on 12/28/18 and received a refund in HSA for the amount insurance paid on 1/13/19. Will I receive a corrected 2018 1099-SA?
The initial amount paid was $49.00 on 12/28/18. My HSA account custodian issued the 2018 1099-SA on 1/5/19. The doctor then refunded $39.20 on 1/13/19 for the amount the insurance covered once the EOB was released from the insurer. The payment and refund was completed electronically using the HSA debit card so the funds from the refund were returned to my account automatically (without me sending a check or any type of excess withdrawal form in to HSA custodian). Should I use the existing 1099-SA that was issued on 1/5/19 or will I be receiving a corrected 1099-SA from the HSA custodian?
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‎June 4, 2019
12:57 PM