https://ttlc.intuit.com/community/tax-credits-deductions/discussion/do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134599#M301107 Tue, 10 Feb 2026 09:51:50 GMT peggyjo1961 2026-02-10T09:51:50Z https://ttlc.intuit.com/community/tax-credits-deductions/discussion/do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134599#M301107 Tue, 10 Feb 2026 09:51:50 GMT https://ttlc.intuit.com/community/tax-credits-deductions/discussion/do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134599#M301107 peggyjo1961 2026-02-10T09:51:50Z https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134615#M301110 <P>Yes. &nbsp;You have to tell the IRS where the IRA withdrawal went, and you have to certify that you were enrolled in an eligible HDHP so the HSA contribution is allowed. &nbsp;If you skip these steps, the IRS can assess tax on the IRA withdrawal, or a penalty on the HSA contribution, or both. &nbsp;</P> Fri, 19 Jan 2024 15:28:23 GMT https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134615#M301110 Opus 17 2024-01-19T15:28:23Z https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134659#M301123 <P>When you enter the Form 1099-R, TurboTax will ask how much of the distribution was transferred to the HSA.&nbsp; This amount will be reported on Form 1040 lines 4a and 4b as a nontaxable "HFD" (HSA Funding Distribution).&nbsp; It will also be reported on Form 8889 line 10 as part of your HSA contribution for the year.</P> Fri, 19 Jan 2024 16:01:56 GMT https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-do-i-have-to-report-the-one-time-ira-transfer-to-my-hsa-account/01/3134659#M301123 dmertz 2024-01-19T16:01:56Z