srfrgyrl
Returning Member

Retirement tax questions

Thanks for the reply! For additional details, the full amount of the HSA was transferred out into my personal account as a single transaction (since I had all receipts for all of it and it wasn't a huge amount). I thought that would close out the HSA account, but now I a few pennies in it due to earned interest that hit after the transfer. Is the bank able to submit a corrected form? I will try the bank once more and take my receipts in person. I do want to close my HSA account since I have contributed to it in over a decade. The bank advised that any withdrawal not using the HSA debit card is considered prohibited; is this true? Doesn't seem right.