@dmertzThank you for your help and patience.
1. I just want to ask how TT will calculate her excess contributions because that amount can be different than the actual amount contributed by her. She contributed to her HSA in 2023 through her employer total $4,000 which included $1,000 extra contribution, contributed by her employer in January 2023. When we calculated excess contributions with her custodian the amount for October, November and December 2023 came up to $692.28 plus $0.20 earnings on her contribution, so as you can see they omitted the $1000 contributed by her employer in January because it was made in the first quarter of 2023. Is this going to be a problem or maybe $250 should be included in that calculation? When they sent her a check for he 2024 contribution ( from January to April 2024) they included that $1,000 bonus contribution because she had to remove all 2024 contributions.
2. So, she doesn't have to wait for any corrected 2023 1099sa or 5498sa forms?
I hope my questions makes sens. Thank you,
