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Retirement tax questions
Trustee-to-trustee transfers from one HSA to another HSA are not reported.
However, if you use the funds remaining in the old account, you will receive a form 1099-SA for the distribution, and would need to enter it on your tax return.
Please read the IRS instructions for form 1099-SA for more information.
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‎February 19, 2025
8:06 AM