HSA amount transfer

dipsatch — Wed, 09 Mar 2022 23:23:28 GMT

I had contributed to my employer HSA in 2021 and transferred some amount from the employer provided account (company 1) to another HSA account (company 2) where I invested that in stocks. I did not sell or withdraw any amount from the other account (company 2). I have already entered the total contribution amount & reimbursements on turbotax online.

Do I need to enter anything else in any section on turbotax for the transfer of the HSA amount?

Re: HSA amount transfer

MaryK4 — Wed, 09 Mar 2022 23:33:45 GMT

No, if it was a direct transfer you do not have to report anything else. (If it was disbursed to you first then re-contributed you would have to report.)

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HSA amount transfer

Re: HSA amount transfer