jtax
Level 10

Deductions & credits

Sorry for your loss.

 

What was the box 3 value? Was there a value in box 4?

 

If your 1099-SA box 3 is code 4 (payment to spousal beneficiary), TT should not make it taxable. You well see that show up on 8889 line 16/17. You should able to answer no to "did you use for medical expenses" and leave the rollover question blank.

 

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If the box 3 code is "1" (normal distribution), then you need to tell TT that you rolled it over.

 

I'm not sure whether or not it is technically a rollover. See below, but I'd still enter it as a rollover especially if the check was made out to the new custodian.

 

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That will remove it from your income as a rollover on the 8889 part II

 

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