Both 1099SAs were only provided to me last month and both are for the year 2022. The excess contribution was done in Feb 2022 and the medical expense in Decembe...
Hello Opus17,I did submit their Excess Contribution form and when I contacted them they have my request on file. I have two 1099SAs for this year. One for exces...
Thank you for the response. If I over contributed again this year, should I fill out a form 1099SA and 5329 in advance with what I expect my over contribution a...
