BillM223
Expert Alumni

Retirement tax questions

What was the purpose of the original distribution? What was the distribution code in box 3 on your original 1099-SA?

 

Was this distribution made in 2024? Was this a withdrawal of excess contributions?

 

It's possible that you won't need to report the corrected 1099-SA until your 2025 return in early 2026, but I would like to know more about the original and the reason for the corrections.

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