PatriciaV
Expert Alumni

Retirement tax questions

If the HSA custodian handled the transfer to the CD, they should not have reported the transaction as a distribution. If this was the case, you should ask the custodian for a revised 1099.

 

@james1schuster 

@CindyKR 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"