@dmertzI was told today by HSA custodians that they are going to issue a new 1099 SA form with code 2 for 2023 after I file an Excess Contribution and Deposit Correction Request Form for contributions made in October, November and December 2023, is this correct? First, they were hesitant to correct 2023 contributions but I told them that we had to file an amended 2023 return so they agreed to correct those 2023 contributions and send a new 1099 form.
What would be the easiest way to deal with this problem in TT after we receive a new 2023 1099 SA form?
Can we start an amended 2023 return and just change the 8889 and 1099sa forms? Also, how to indicate that my wife was covered from October to December by Medicare and she was also covered by her employers high deductible family insurance, I don't think this is possible in TT. She is still covered by her employer's insurance until the end of 2024 when she retires. Thanks,
