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Level 2
posted Mar 9, 2022 3:23:28 PM

HSA amount transfer

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? 

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1 Replies
Expert Alumni
Mar 9, 2022 3:33:45 PM

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.)