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Pension Plan HSA Contributions
I receive a 1099-R and a W2 from my pension plan provider. The W2 was provided to report only an HSA contribution on line 12a Code W. The pension plan is a qualified plan but the W2 specifically says Non-Qualified Plan. The following page of "Uncommon situations" page asks if you received money from a non-qualified pension plan such as a 457... Seems like I should check this box but It is not clear to me if this distribution to my HSA account counts as payment from a non-qualified plan since it goes to the HSA account and limits my HSA maximum contribution. Alternate option is to check - None of these apply.
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‎February 3, 2021
12:25 PM