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1099-SA from bank lists trustee to trustee transfer as a normal distribution
I opened an HSA with Fidelity this year to invest excess funds from an HSA I have with a local bank.
Fidelity performed a trustee-to-trustee transfer for me so I never took possession of the funds. However, I received a 1099-SA from my bank showing the amount transferred as a normal distribution. If I enter this amount TurboTax wants to know if this was used for medical expenses or a rollover. (Specifically says not to list trustee transfers as contributions, income, or distributions.)
Will I need to get the bank to issue a new 1099SA?
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‎January 29, 2022
2:42 PM