glisdero
New Member

Deductions & credits

Thank you for the recent response!

 

My apologies for any miscommunication earlier. I received one 1099-SA and one 5498-SA for each HSA. So I have two 1099-SAs in total. And both of the 1099-SAs have distribution codes of 1

 

And just for extra clarification, I had my first HSA (which was BenefitWallet) all the way up to around April, 2024, and then my company at the time had changed HSA banks to HealthEquity, who had sent an email stating no action is needed as the funds from the previous HSA will be transferred to them (i.e. HealthEquity). 

 

Thank you so much for your time and knowledge.