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Retirement tax questions
It appears that you have reported the HSA Funding Distribution as a rollover. An HFD is not a rollover, so edit the 1099-R form in TurboTax to remove the indication that the HFD was rolled over to another retirement account. Alternatively, delete and reenter the 1099-R. If none of the distribution was moved to another retirement account, indicate that you cashed it out. An HSA is not a retirement account.
‎February 21, 2025
4:02 PM