☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Apr 6, 2023 1:07:06 PM

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

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.

 

0 1 316
1 Best answer
Expert Alumni
Apr 6, 2023 2:27:21 PM

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.

1 Replies
Expert Alumni
Apr 6, 2023 2:27:21 PM

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.