Should I have received a 1099-SA for my HSA Rollover?

[LA2025]

Hello,

I did not use my HSA for any medical expenses, but I did roll over my HSA from one institution to another HSA institution.  I did not receive a 1099-SA from either institution.  Should I have?  Do I need to account for this rollover somewhere?

Thank you.

[ThomasM125 · Accepted solution]

You won't receive a form 1099-SA for an HSA transfer from one institution to another and you don't need to report it on your tax return.