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If I have an excess HSA contribution and already contacted my trustee to withdraw the excess, do I need to wait to receive a new 1099-SA and 5498-SA, or can I continue?
I want to know if I can just continue through the turbotax program as normal once I've informed the HSA trustee to withdraw the excess or if I need to wait for the new 1099-SA and 5498-SA, and/or file an amended return once receiving a new 1099-SA and 5498-SA.
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‎June 6, 2019
8:21 AM