BillM223
Expert Alumni

Retirement tax questions

The only times the "reset" procedure does not work is if you did a rollover of funds from an IRA to you HSA (called an HSA funding distribution), but that is so rare I don't even mention it. By some miracle are you rolling over money from an IRA to an HSA (this would be on a 1099-R)?

 

OK, are you using the Online or CD/download products?

 

 

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