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Get your taxes done using TurboTax
Depends. If you are using TurboTax Online, you will see the question on rolling to an HSA in the uncommon situations screen right after the 1099R input screen. Remember you need to be 55 to roll the funds out of an IRA and into and an HSA tax free. In TurboTax Desktop, you need to actually go to forms mode and then make the change on the 1099R. As you scroll down the 1099R in forms mode you will see insurance. There is where you would enter the amount transfer to an HSA.
‎February 3, 2021
3:57 PM