- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
Agreed ... code 5 is absolutely wrong ... it should be either a code 1 (if you got the check and made the deposit to the other HSA yourself) OR no form should have been issued for a direct trustee to trustee rollover.
In the program, simply use code 1 so you can file the return while they issue you a corrected form ... this is the screen you should see to indicate the rollover ...
‎January 28, 2023
7:53 AM