About Nancy D

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Re: I rolled my RMD back into my Inherited IRA in 2020 per the CARES...

Thank you all. I also rolled back an inherited IRA and Turbo Tax was not allowing me to indicate the rollover. So I did what you suggested and first deleted and...

Nancy D

Updated Mar 16, 2021
Re: IRA to HSA rollover

Glad you got it to work. Yes, the insurance section is further down on the 1099-R form. Hopefully TT Employees are monitoring these posts and making the necessa...

Nancy D

Updated Mar 23, 2023
Re: IRA to HSA rollover

You should not have to enter the transfer on form 8889-T. Once you enter the amount in the insurance section on your 1099-R using Turbo Tax Desktop, it will aut...

Nancy D

2

Updated Mar 23, 2023
Re: IRA to HSA rollover

Thank you Bill. I have the TurboTax desktop version and did a Qualified IRA to HSA trustee to trustee transfer. I did what you suggested and went into Forms and...

Nancy D

Updated Mar 23, 2023

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Date Registered	‎February 13, 2021 9:59 AM
Date Last Visited	‎March 17, 2021 1:36 PM
Total Messages Posted	4

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