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HSA new administrator transfer issued a 1099-sa
My HSA switched administrators and therefore transferred money from the old one to the new one. The old administrator institution issued a 1099-SA with a normal distribution code of 1. However, the money was strictly transferred from one account to another without any action on my part. I did not take the money out for medical expenses.
The new administrator institution issued a 1099-SA for the actual amount of money I did use for medical expenses.
Do I enter both 1099-SA's in turbo tax and just check that I used the transferred amount for medical expenses? there are not other choices.
March 21, 2025
4:28 PM