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* (Moving this to the Tax forum) HSA Trustee to Trustee transfer

I transferred two HSAs from different financial institutions to a third financial institution via a trustee to trustee transfer and did not make any withdrawls for medical payments last year.  I did not get a 1099SA from any institution. 

 

Do I need to report it at all?  Do I just delete the two former HSAs from Turbotax and not include the new one?  Since I don't have a 1099SA from the current institution, I don't have any of the appropriate information to include (i.e. no TIN, address, etc.)  

 

Thank you

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2 Replies
MaryK4
Expert Alumni

* (Moving this to the Tax forum) HSA Trustee to Trustee transfer

You do not have to enter the HSA rollovers in TurboTax.  

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dmertz
Level 15

* (Moving this to the Tax forum) HSA Trustee to Trustee transfer

A properly executed trustee-to-trustee transfer of an HSA is neither a distribution nor a rollover and is nonreportable.

 

If this had been a distribution and rollover, there would have been a Form 1099-SA that would be required to be entered into TurboTax.

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