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how to add 8889 form on turbo tax on line. I made a once in lifetime transfer to my HSA from my 401.

 
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dmertz
Level 15

how to add 8889 form on turbo tax on line. I made a once in lifetime transfer to my HSA from my 401.

A qualified HSA Funding Distribution is only permitted to be made from an IRA, not from any kind of section 401 account.  If the Form 1099-R provided by the payer does not have the IRA/SEP/SIMPLE box marked, you must treat the distribution as an ordinary distribution, subject to tax and, if you are under age 59½, to an early-distribution penalty, and an ordinary personal contribution to the HSA which you will enter in the HSA section.

 

If the Form 1099-R has the IRA/SEP/SIMPLE box marked, the distribution is from an IRA, not any kind of section 401 account, and on the page that asks, "Do any of these situations apply to you?" TurboTax will allow you to mark a box to indicate that the distribution was transferred to an HSA.

how to add 8889 form on turbo tax on line. I made a once in lifetime transfer to my HSA from my 401.

Thank you.  I was able to resolve. 

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