BillM223
Expert Alumni

Retirement tax questions

Please clarify:

 

1. Did you receive a 1099-R for this IRA to HSA rollover?

 

2. If yes for #1, what was the distribution code in box 7 of the 1099-R?

 

3. I understand that line 4 on the 3805P is the 2.5% penalty...what are the numeric values in line 1, 2, and 3?

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