When this happens
You paid for something with your HSA, and the merchant or provider later sent you money back. Maybe an insurance claim covered part of the cost after the fact, or you returned an item you'd bought with HSA funds.
Why it matters
If that refunded money is treated as a standard deposit, it counts toward your annual contribution limit, even though it isn't new savings, it's money you already had. What you do next depends on where the refund landed.
How to fix it
If the refund went to your HSA card
Select the transaction under Transactions
Recategorize it as a Reimbursement Correction
Enter the amount
Enter the rest of the required details and submit
If the refund went to a personal payment method (not your HSA card)
You'll need to deposit the funds into your HSA yourself, and select the right category as you do:
Select Deposit
Recategorize the deposit as a Reimbursement Correction
Enter the amount
Enter the rest of the required details and submit