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Deductions & credits
@dmertz It's good to have you here - maybe you will see something that I don't.
Note, this test has a code W in the primary taxpayer's ("Blank Return" - yeah, that's his name) W-2. So as we enter the 1099-R interview, TurboTax already knows that there is an HSA involved.
Brandon, these are the screens that my online test shows. The first screen is immediately after the numbers for the 1099-R are entered.
The next screen is after the continue.
The next screen is after the Continue
And after the Continue, we get the screen we are looking for - asking how much of the distribution was an HFD to the HSA.
Tell us, bjepeacock, what was different about your 1099-R interview?
dmertz, as you can imagine, the RMD question was answered arbitrarily...do you see anything that might have an impact on bjepeacock's interview?
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