How to report a but in 2023 TurboTax Deluxe

[deriter]

My wife and I both have IRAs. I went through all the screens entering the information for my IRA. I then started doing my wife's IRA. While doing hers, I realized I had missed something on mine. I went back through all the screens until I reached the one I needed to correct. After the correction, I started going forward through the screens to get back to where I was. However, while still in my IRA, when I reached the screen titled "Did (name) put this money from (bank) in a Health Savings Account, HSA?", the name field had my wife's name filled in. I have no idea if this would have any impact on calculations, but it is a software bug.

[Bsch4477]

Internal Revenue Service rules allow a one-time transfer of IRA assets to fund an HSA, subject to the contribution limits applicable to the year of the transfer and the individual must be otherwise eligible to open an HSA. Transfers are not taxable as IRA distributions.

[BillM223]

"while still in my IRA" - are you sure that this was your IRA? It is easy to accidentally mark a 1099-R as to becoming to the other spouse.

I do not think this is a software bug. Can you reproduce the behavior?

[deriter]

Yes, I can reproduce the error. It is definitely a bug.

[BillM223]

This is puzzling. Would you send us a "sanitized" version of your return. "Sanitized" means that all personably identifiable data is removed so that we have no idea who you are.

You do not have to sanitize the return, because the process of creating a token (an entry into our data base that points to your sanitized return) invokes a process which removed all personally identifiable data.

To give us a token, please do the following:

Online

• Log into your TurboTax Online tax return
• On the left, click on Tax Tools
• Under Tax Tools, click on Tools
• In Tools Center, click on Share my File with Agent
• TurboTax will give you a “token”, a 7-digit number
• Post the token number in this thread
• Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Desktop (Windows)

• Open your return in the desktop product
• Look along the top and click on Online
• Click on Send Tax File to Agent
• TurboTax will give you a “token”, a 7-digit number
• Post the token number in this thread
• Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Desktop (Mac)

• Open your return in the desktop product
• Look along the top and click on Help
• Click on Send Tax File to Agent
• TurboTax will give you a “token”, a 7-digit number
• Post the token number in this thread
• Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified