BillM223
Expert Alumni

Retirement tax questions

"However, they mentioned it would be a 1099-R, not 1099-SA code 2 as you describe. "

 

The HSA custodian told you incorrectly. Distributions from HSAs are reported on the 1099-SA, as dmertz said. 

 

No doubt, when you see it, it will be on the 1099-SA, despite what they told you.

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