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aimspen
New Member

In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

I'm supposed to file a form 8889 to acknowledge this transfer.
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2 Replies
MaryK4
Expert Alumni

In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

You will enter the 1099-R and then answer the follow-up questions. You can indicate that you rolled it to an HSA.  

 

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MaryK4
Expert Alumni

In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

You will enter the 1099-R and then answer the follow-up questions. You can indicate that you rolled it to an HSA.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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