BillM223
Expert Alumni

Retirement tax questions

Purcy

 

No, once you are on Medicare, you may no longer contribute to an HSA. This is a case of conflicting coverage, that is, even if you have HDHP coverage, you may noy have conflicting coverage, which Medicare is.

 

 

marlenemahlock

 

"I am having same issue as OP. The solution posted did not work." What did not work? Tell us the steps that you took. 

 

In the 1099-R interview, after you enter the data on the form, there will be a series of screens. If you checked the IRA box on the form, then eventually there will be the question that dmertz referred to, "What did [name] do with the money?" 

 

So what steps did you take and what were your answers? The steps that dmertz gave were exactly the things you need to do to complete the description of the transfer of money from an IRA to an HSA.

 

@Purcy 

@marlenemahlock 

 

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