BillM223
Expert Alumni

Deductions & credits

Yes, you will enter a "fake" 1099-R so that you can report the HFD (HSA Funding Distribution) in TurboTax correctly, as Annette says. 

 

Note that you may have difficulty in the TurboTax federal review if you don't enter things like IRA trustee's name and address and FEIN. If you have another 1099-R from the same trustee, just copy that information over, so you can clear the federal review.

 

Eventually, doing this may generate a letter form the IRS asking why you reported a 1099-R that was not reported by the trustee; just keep notes of this in your tax file so that you can remember that you did this so that TurboTax would report the HFD correctly.

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