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Vike55
Level 2
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  • THANK YOU, SAM!!It worked just as you described it!
    Vike55
    Updated Mar 23, 2023
  • DawnC -- I wish it were that simple. They have indicated to me that they are required by law to report it as they did and I file Form 8889 with my tax return to...
    Vike55
    19
    Updated Mar 23, 2023
  • BillM223 --- I need to get TurboTax to ask me this question --"Did [your name] put this money from [IRA name] in a Health Savings Account (HSA)?" and it won't. ...
    Vike55
    Updated Mar 23, 2023
  • Yes, it was "trustee to trustee" and I did get a 1099-R. Never touched the money and the two financial institutions took care of it. I know it's not the right w...
    Vike55
    21
    Updated Mar 23, 2023
  • Please help me with this IRA to HSA transfer. The form 8889 is now final and it still is not showing up on the interview process. As you said in my last thread,...
    Vike55
    24
    Updated Mar 23, 2023
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