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Get your taxes done using TurboTax
The result seems to be indicating that you reported the $5,150 both as transferred to an HSA and as rolled over. An HFD is not a rollover. When asked if you moved the money to another retirement account, you must indicate that you cashed out $5,150 and did not move that $5,150 to another retirement account. I suggest deleting the Form 1099-R and reentering it.
March 4, 2025
5:53 AM