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Retirement tax questions
My problem is not with the rollover from my IRA. My financial guy was able to reverse the rollover so it did not show up on my 1099-R.
The problem was with the institution where I have my HSA. I had the money transferred back to my financial institution so the 1099-R from my HSA shows the rollover and subsequent reversal as an excess contribution (code 2). If I am doing my taxes correctly it looks like if I remove that money from my HSA before April 15th, which I have already done, there will be no tax liability. I think it is all okay now
Thank you for taking the time to respond to my question.
‎February 1, 2020
8:27 PM