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Should I treat an hsa employer facilitated transfer the same as an hsa rollover?
My employer during 2024 changed banks for our HSA so the funds from the original had automatically transferred to the new. I received two 1099-SA forms and two 5498-SA forms for each HSA. If I add both 1099-SA forms, it combines the total contributions at the end, which doesn’t seem correct. While filing on TurboTax, I’m not sure if I should select the option for the first 1099-SA as “I used part of my HSA for medical expenses” (paraphrasing) because if I do, it provides an option to include how much did I rollover to another HSA.
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March 11, 2025
12:40 PM