BillM223
Expert Alumni

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?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"