BillM223
Expert Alumni

Deductions & credits

In the HSA interview when you enter the 1099-SA, you should see:

 

1. The entry boxes for the 1099-SA

2. The boxes with your personal information

3. The question, "Did you spend your HSA money on medical expenses only?"

4. You answer NO and two more lines appear.

5. Enter that "I didn't spend any of it on medical expenses", and a new line will appear.

6. On this new line, enter the amount of the distribution that was rolled over into another HSA.

 

You're done.

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