How do I report a 1099-SA marked as a normal distribution but it was really a rollover to another HSA at a different financial institution?

tig64 · ‎June 3, 2019

I'm not sure if I should say I used it for medical expenses or is there some other way to report this?

MinhT · ‎June 3, 2019

In TurboTax interview which follows the entry of your 1099-SA, there is a screen where you can specify that the distribution was rollovered to another HSA (see attached screenshot).

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MinhT · ‎June 3, 2019

In TurboTax interview which follows the entry of your 1099-SA, there is a screen where you can specify that the distribution was rollovered to another HSA (see attached screenshot).

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

How do I report a 1099-SA marked as a normal distribution but it was really a rollover to another HSA at a different financial institution?