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Get your taxes done using TurboTax
@RaifH Hi! So I just called customer service of my old HSA custodian and they stated that since I didn't use any money in my HSA for medical expenses, then I don't get a 1099-SA. The rep said that even though I rolled over the money from this old HSA to. new HSA, there isn't any tax document that the old HSA generates.
Do you think that is correct? I looked everywhere in my old HSA account online and don't see anything other than a 5498-SA. How else will IRS know that I didn't "cash" or "take out" the money and put it in my pocket? I just want to make sure the IRS knows that my new HSA has the money, and not me.
‎February 5, 2022
6:19 PM