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To clarify, when you closed the HSA account, did you have any earnings? Did you get a 1099-HSA for 2024.
I did not receive a 1099-HSA. HR told me pretty quickly, it might have only been open for about 6-7 weeks. However, I also have not received my 1095-C like I had for 2023 to prove I have had insurance all year, if it was to be questioned though. Thank you for you help!
You can go through the interview for the HSA under
Deductions & Credits
Medical
1099-SA, HSA, MSA START or UPDATE
Select "Health Savings Account (HSA)" on the first "Tell us about the health-related accounts you had in 2024" screen
"Did you use it?" NO
"Did you inherit it?" NO
"Let's enter your HSA contributions" screen shows the $30 from the W-2, CONTINUE
"Did you employer tell you about any other contributions?" NO
"Did you have Medicare?" NO
"Were you covered by a HDHP?" NO
"Did you overfund in 2023?" NO
"You may want to withdraw money from your HSA." "OK, I'll withdraw the full $30 excess contribution by April 15, 2025"
Continue and select "NONE if it asks if you had a HDHP at the end of the year.
That should be the end of it.
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