Form 8889, Line 10

Forum|Forum|6 years ago
April 6, 2020
1 reply
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Please someone tell me how to get to interview question asking if I made a Qualified HSA Funding Distribution in 2019 (IRA to HSA contribution). I know for sure it's reported on form 8889, line 10 and direct entry onto form is unacceptable to TT Hm & Bz 2019.

Thanks, D

TurboTax Home & Biz Windows

Best answer by BillM223

*Unfortunately, I did not get a question about "transferring" to HSA. The closest question was: Did you contribute to your HSA this year - and just above the question, it said do not include IRA & couple other types of contributions here. I tried it anyway & it reduced my state tax amount. But this transfer is not supposed to be deductible nor taxable. since it did not insert anything on form 8889, line 10, I backed it out.

*The transfer was my only contribution for the year.

*I am aware of the T & S forms, but thanks for asking.

*Thinking I may have to delete both 8889 forms & start interview over. Hoping that might trigger the Qualified HSA funding distribution question??

* l will also try the HSA search / jump.

Thanks so much!

When you enter the 1099-R, afterwards you will be asked on the next screen (or two) about "What Did You Do With The Money From ".

Answer, "[name] did something else with it"

The next screen should ask "Did [name] put this money into a Health Savings Account?"

Answer yes, then enter the amount - this should go to box 10 on the 8889.

What did you see?

AnnetteB6

The question comes up as part of the follow-up question after you have entered the Form 1099-R reporting the distribution from the IRA.

You will see 'Did ___ put this money from ___ in a Health Savings Account (HSA)?'

@dflex

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dflexAuthor

I Greatly appreciate your help.

My IRA trustee says they will not provide a 1099-R for this "transfer" as they call it. However, I do have a different 1099-R for another reportable event. Should I click on: Add another 1099-R to add as much info as I can about the Qualified HSA Funding Distribution / without the 1099-R ?

BillM223

Yes, you will enter a "fake" 1099-R so that you can report the HFD (HSA Funding Distribution) in TurboTax correctly, as Annette says.

Note that you may have difficulty in the TurboTax federal review if you don't enter things like IRA trustee's name and address and FEIN. If you have another 1099-R from the same trustee, just copy that information over, so you can clear the federal review.

Eventually, doing this may generate a letter form the IRS asking why you reported a 1099-R that was not reported by the trustee; just keep notes of this in your tax file so that you can remember that you did this so that TurboTax would report the HFD correctly.

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