dmertz
Level 15

Retirement tax questions

lagsag, it's odd that box 2a is blank.  Box 2a should generally have a dollar amount in box 2a even if it's zero. 

 

Is box 2b Taxable amount not determined marked?

How much contribution did you request to be returned?

Did you move the HSA to another custodian between making the contribution and requesting the return of contribution?

 

There is no need to amend your 2019 tax return if it already reflects the net Roth IRA contribution made for 2019.