marlenemahlock
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You have to be covered by an HDHP in order to make a rollover from your IRA to your HSA. And you then have tostaycovered by an HDHP for at least 12 more months ...
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Thank you, I actually figured out what the issue was. I was not getting the option for this because I didn’t have the “IRA/SIMPLE/SEP” box checked when entering...
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I am having same issue as OP. The solution posted did not work. Any additional insight?
Activity Feed for marlenemahlock
- Posted Re: I took a one time lifetime rollover from my IRA to fund my HSA. How do I correctly file that on my taxes? The software is showing this as an early distribution on Retirement tax questions. March 3, 2025 1:23 PM
- Posted Re: In 2024, I completed an IRA to HSA rollover. The $4,100 distribution is reflected on my 1099-R for my IRA, but how can I report that it was rolled into an HSA? on Retirement tax questions. February 12, 2025 4:12 AM
- Posted Re: I took a one time lifetime rollover from my IRA to fund my HSA. How do I correctly file that on my taxes? The software is showing this as an early distribution on Retirement tax questions. February 10, 2025 4:49 PM
- Posted In 2024, I completed an IRA to HSA rollover. The $4,100 distribution is reflected on my 1099-R for my IRA, but how can I report that it was rolled into an HSA? on Retirement tax questions. February 9, 2025 1:55 PM