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Deductions & credits
Box 3 is a 1. I never cashed the check and instead handed it directly to Fidelity which went straight into the HSA account I created. I'm wondering if I should ask for an updated 1099-SA with code 4 from the originating HSA company.
Did you inherit (answer no if from spouse)? No
Why did you answer know to this? Didn't you inherit the HSA? Otherwise how did you get it?
If you were not the designated beneficiary of your spouse's HSA with the custodian, e.g. the estate was the beneficiary, then you cannot turn it into an HSA. See
https://healthaccounts.bankofamerica.com/beneficiary.shtml
It is odd that they would send you a check if you were the designated beneficiary. I would think they would simply retile the account in your name or make you open a new account.
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March 3, 2024
3:47 PM