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April 15, 2025
Question

In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

  • April 15, 2025
  • 2 replies
  • 0 views
I'm supposed to file a form 8889 to acknowledge this transfer.

2 replies

April 15, 2025

You will enter the 1099-R and then answer the follow-up questions. You can indicate that you rolled it to an HSA.  

 

April 15, 2025

You will enter the 1099-R and then answer the follow-up questions. You can indicate that you rolled it to an HSA.