Hello,
I'm trying to figure out the ins and outs of this process....
I ended up adding an additional $2k to our HSA and posted it to 'prior year'. However, I have already filed my taxes. Do I need to submit a 1040x? to get the extra $500 refund? OR, does it apply to next year?
If it is this year, what forms do I need to submit along with the 1040x? From what I can tell, I should receive a 5498-SA by May, but that is just for my records.
Please advise!
Thanks!