Thanks for this info. I am not sure I can go that route. Here is how this was handled:
I left the HSA transfer stand and I will declare it just as a contribution and not the one lifetime transfer so that will work. (I wished I knew that rule better last year)
To avoid the taxation of the IRA distribution I did a 60 IRA day rollback. That should trigger a form 5498 later this year. The issue is that I need to file my taxes before the 5498 arrives much later in the year. Doing it this way allow both the HSA deduction and the tax avoidance of a IRA withdraw.
How can I handle the 60 day IRA rollback in Quicken deluxe to show the rollback? There seems to be no obvious ways
