Solved
1099-SA Partial Distribution Code 1, Partial is Transfer to New HSA - Bank Listed Full Amount as Code 1
Hi TT Community,
1099-SA shows all funds as Code 1 - normal distrib. BUT 1/2 was a transfer within bank to new HSA. Bank shows 1) I CONTRIBUTED to HSA when I did not - it is existing funds TRANSFER to new HSA. And 2) did NOT SHOW the transfer to new HSA. Or maybe this is correct way - to show nothing when it is a transfer? I asked bank for corrected 1099-SA but have not received it. TT Home & Business says do NOT LIST a Trustee-to-Trustee transfer ONLY A ROLLOVER. I don't know what to tell TT program to get correct info to complete form
