HSA rollover contributions

[sxsboui]

BNY closed my HSA in error which resulted in a $1300 distribution. The funds were rolled over in less than 60 days. My 1099 distribution includes the 1300 distributed in error. However, I do not have anything for the roll over. Should I enter the roll over manually? And for the question: did the HSA distribution go towards medical expenses? Should I say yes? All expenses except for roll over amount were spent on medical expenses thank you

[dmertz · Accepted solution]

When TurboTax asks if you used your HSA to pay for anything in 2016, answer Yes.  Enter the Form 1099-SA that BNY was required to send to you by the end of January 2017.  In the follow-up, indicate that you spent part of it on medical expenses, then indicate the specific amount that you spent on medical expenses and the amount that you rolled over.

[dmertz]

I corrected my answer to say to separately enter the amount used for medical expenses and the amount rolled over.  (I originally overlooked that part was spent on medical expenses.)