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HSA/Medicare Excise Tax

They charge a $20 fee to process the withdrawal.  So between the fee and and interest, I'm guessing it ended up with that difference.  So am I able to file my 2025 return now without having to wait for a new 1099-SA?  Thanks

DaveF1006
Employee Tax Expert

HSA/Medicare Excise Tax

Yes, you can file your 2025 return now. You do not need to wait for a corrected 1099-SA. Make sure you indicated you withdrew the excess amount in your return. It is usually asked in a followup question asking Was this a withdrawal of excess contributions?" or "Did you return any of this money to your HSA? 

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