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Da pam 623-3 Form: What You Should Know
Publication 505 Instructions. Corrected Forms 1045 and 1049. Instructions for Forms 5498-SA and 1020-SF. Nov. 20, 2023 — After having the account closed, you sent copies of your 1099X, 1095-EZ, 1079-P, and 1098-EZ to the provider and to the IRS. You received a form 1098-EZ stating the account closed. You sent copies of the corrected 1099-SA to the provider and to the IRS. Furthermore, you received the corrected 1099-SA. Instructions for Federal Form 1099‑SA. Dec. 31, 2023 — Corrected forms 1099-SA and 1097-B Oct. 17, 2023 — HSA provider did not send the account information (or updated information) within 5 days after closing the account. When you contacted HSA provider, they told you that they could not do anything because their computer system was broken. June 1, 2023 — The report was generated. HSA provider sent the corrected 1099‑SA to the IRS. Feb. 22, 2023 — Corrected 1099-SA July 8, 2023 — Corrected 1099-SA Oct. 17, 2023 — I received an IRS Form 1099-SA for an earnings tax refund of 854.68. I sent the copy to the provider's billing department and a copy to the IRS. I received a response to my tax return that my 1099‑SA would be corrected on a later date. Furthermore, I sent a copy to the provider and to the IRS. Furthermore, I received a response from provider's billing department that no information relating to 854.68 tax refund would be received by them. July 18, 2023 — Corrected 1099‑SA Jan. 7, 2023 — I received an IRS 1099-SA for a tax refund of more than 4,001 for over 20 years from my IRA. In 1999, I withdrew all amounts of tax (over 4,001) from the account. I reported the excess amount on a W-2 to my employer's employee tax agency to the extent of the tax withheld. I had the excess withheld as Form 1099‑DIV. In 2010, I received another 1099‑DIV. I reported the amount on my tax return. I received no 1099‑DIV.
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