Retirement tax questions

Thank you Bill!  I wish I had the desktop version now, it looks like it would be much more straightforward to enter my info.

 

Working on this today... I ended up finding an answer to a different question that helped me (link below): "... enter the correct FMV on the date of death (yes, it says FMV at the end of the year, but it should be the date of death)." So even though the account was empty at the end of the year I filled out my box 1 amount to that FMV-end-of-year question and checked how TurboTax online filled out Form 8889. My inherited HSA distribution ended up getting populated on Form 8889 lines 14a, 14c, and 16. Zeros everywhere else, but checkbox 17a was checked that I didn't need to pay a 20% tax penalty because of an exception. I looked up the 8889 instructions and verified that death of account holder is a valid exception. So I'm satisfied that my federal is filled out correctly and moving on to state questions. Thanks for responding!

 

https://ttlc.intuit.com/community/tax-credits-deductions/discussion/i-m-checking-my-entries-and-this...

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