What are the codes in box 7 of the 1099-Rs for the two transactions?
I had a rollover from a 403b to an IRA, and a funding distribution from the IRA to an HSA, and Turbotax handled them correctly. The rollover should be code G (for a pre-tax 403b) and the funding distribution should be code 1. Of course, I don't have a spouse.
Note that a rollover from a traditional IRA to a Roth IRA is taxable, unless it is an after-tax basis (non-deductible) IRA, which would require form 8606 ("backdoor Roth IRA"). Is this a backdoor Roth?
