If you used your old HSA account funds for expenses, then you should receive a Form 1099-SA form. To enter the form:
- In your open return, select My Account
- Select Tools
- Select Topic Search
- Type '1099-SA' in the box, then select GO
You should land on the HSA summary page. Select edit and continue until reaching the page, Here's what we have so far.
Select the '+Add Another 1099-SA' to add the old HSA to the list. See attached example.
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