I contributed the maximum 8750 family amount (over 55) from Traditional IRA to new HSA thru Fidelity (trustee to trustee transfer) in January 2024 for 2023 tax year. We had a conforming HDHC plan starting November 1, 2023. There are no tax documents for this for 2023 (5498-SA comes out in May). IRS instructions indicate "Include on line 2 only those amounts you, or others on your behalf, contributed to your HSA for 2023. Also, include amounts contributed for 2023 made in 2024 by the unextended deadline for filing your 2023 federal income tax return, April 15, 2024." But there is no mention of how if IRA origin is treated or if treated differently. I am presuming since there is no pop up and since we use the standard deduction (no schedule A where a mistaken deduction would be) I can just leave it there and report the withdrawal for 2024 tax year. Any help appreciated. Thanks.
