why is my HSA summary blank

Forum|Forum|4 days ago
October 4, 2026
2 replies
16 views

I rolled over my HSA into another qualifying HSA account, and the HSA Summary is blank. Is this a glitch?

TurboTax Online

NCperson

Level 15

if you did a trustee to trustee transfer, there is no tax reporting.

M-MTax

Level 15

To make sure TurboTax correctly records the transaction so the IRS knows it was a tax-free rollover, you must manually go through the 1099-SA workflow:

Go to Federal > Wages & Income.

Scroll down to Less Common Income and click Start/Revisit next to 1099-SA, HSA, MSA.

Make sure you check the box for HSA and advance through the screens.

Enter the details from the Form 1099-SA sent to you by your old HSA custodian (showing the total amount distributed).

When the software asks, "Did you spend your HSA money on medical expenses only?", select No, I didn't.

On the following screen, TurboTax will ask what you did with the money. Enter the exact amount you moved into the Rollover field.

why is my HSA summary blank

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