@dmertz
I joined a single HDHP on July 1 and am over age 55. Using the last month rule, my HSA contribution limit is $5300. I opened a private HSA because my employer doesn't offer a sponsored HSA even though they offer ab HDHP. I have a 403b from a former employer at TIAA. I rolled over $5000 from the 403b to a traditional IRA (also at TIAA), then rolled over $5003 from the IRA into the HSA as a QHSAFD. I then contributed an additional $297 out of pocket.
At tax time, I only have one 1099-R from TIAA in the amount of $5000 with code G. There is no 1099-R for the QHSAFD. When reporting HSA contributions, Turbotax asks about contributions but does not ask about rollovers. Line 10 of form 8889 is blank.
Did I screw up or Turbotax?
