Reply To: HSA vs 403b and 401a

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Alan S.

This is not fully resolved yet. Sounds like you have not even received the rollover checks from Fidelity yet. When you get them be sure they are made out to your CU FBO your IRA account. Maybe the forms you received from the CU are just deposit slips for an HSA rather than an IRA. You may need to have them send you the correct deposit slips.

You are correct that the IRA rollover 1099R will not be issued for another year. Once you rollover money is deposited with the CU, you should verify with them that the deposit was made to your IRA. I would not wait for a quarterly statement.