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I rolled over an HSA and don't know where to put it in turbotax. I don't have access to the old provider but i know the amount. Where do i put this information?

 
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2 Best answer

Accepted Solutions
Mike9241
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I rolled over an HSA and don't know where to put it in turbotax. I don't have access to the old provider but i know the amount. Where do i put this information?

a diresct transfer (rollover)  from one HSA to another is not reported 

View solution in original post

dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I rolled over an HSA and don't know where to put it in turbotax. I don't have access to the old provider but i know the amount. Where do i put this information?

To be clear, a direct trustee-to-trustee transfer of an HSA is neither a distribution nor a rollover, and no Form 1099-SA is issued for such a transfer.  Only if you received a Form 1099-SA reporting a distribution of the funds that were moved would have has anything to enter regarding a rollover of an HSA..

View solution in original post

2 Replies
Mike9241
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I rolled over an HSA and don't know where to put it in turbotax. I don't have access to the old provider but i know the amount. Where do i put this information?

a diresct transfer (rollover)  from one HSA to another is not reported 

dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I rolled over an HSA and don't know where to put it in turbotax. I don't have access to the old provider but i know the amount. Where do i put this information?

To be clear, a direct trustee-to-trustee transfer of an HSA is neither a distribution nor a rollover, and no Form 1099-SA is issued for such a transfer.  Only if you received a Form 1099-SA reporting a distribution of the funds that were moved would have has anything to enter regarding a rollover of an HSA..

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