Question

Unable to fill line 10 on Form 8889 for IRA to HSA rollover

Forum|Forum|1 year ago
February 13, 2025
2 replies
0 views

Hello,

I have an inherited IRA that I took a qualified HSA funding distribution from at the full 2024 family rate. My 1099-R is identified as Distribution code 4. I answer the HSA question in the affirmative, but it does not prompt a window to enter any rollover amounts for line 10 of 8889.

Thank you,

Brandon

TurboTax Deluxe Online

B

BillM223

Brandon, are you using the Online or desktop products? I ask because the HSA question occurs in the Online product (although I suspect it is in a different place than before). After you enter the numbers for the 1099-R, there is a screen that asks - "Do any of these situations apply to you?". In the middle, you can check "I moved some or all of this money to my HSA as a one-time contribution".

Once you check this box, continue, and you will be asked for further details (like how much of the distribution went into the HSA).

I am still looking at the desktop product.

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B

bjepeacockAuthor

Hello Bill,

I am using the online version. I do check the HSA box in the 1099-R questionnaire. This field for entering the value rolled over does not appear anywhere up to the federal review.

Thank you,

Brandon

D

dmertz

Be careful about using the term "rollover." An HFD is not actually a rollover because it is not a movement of funds between retirement accounts. Calling it a rollover can lead to confusion.