BillM223
Expert Alumni

Deductions & credits

@vegas_man 

 

All of these screenshots are from the 2023 desktop software. So where did your experience deviate from the screenshots below?

 

 

 

 

Click Continue

 

 

Click on Continue

 

 

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Set the options as seen here and click on Continue

 

 

(yay!) Click on Continue.

 

 

Set the options as noted and then enter the amount of the 1099-R that goes to the HSA. NOTE: this contribution must fall under the annual HSA contribution limit, which make this option much less worth than you would think.

 

 

 

 

 

 

 

 

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