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Deductions & credits
Okay. That got me there. Thanks.
I think it's a serious problem - I can't see the screen anymore but - the question from TurboTax is something like, 'did you spend any of your HSA money?' Well, I didn't. I rolled it all over. So I was clicking no there. You have to click yes in order to get guided to the section that lets you say you rolled it over.
I like most of TurboTax, but this section is very poorly designed. I got it entirely wrong last year and had to answer a CP2000 letter from the IRS, which I was easily able to prove I'd done the rollover. But it's entirely TurboTax's bad for wording this section so inappropriately.
‎February 11, 2023
4:56 PM