shanowa91
New Member

Do i have to add my Optum 1099-SA to the federal side as all it was, was a transfer from Optum ($2700.96) to Fidelity?

I had a HSA transfer from Optum to Fidelity this past year. Optum transferred $2700.96 over to Fidelity. I have a 1099-SA from Optum for $2700.96 Do I need to put this in the return? I do have a 1099-SA from Fidelity. This is all very confusing and made a big difference when I took the Optum out of the Federal part.