TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

Once in a lifetime IRA distribution to my HSA is being reported twice as non-taxable on line 4b

Forum|Forum|1 year ago
February 21, 2025
1 reply
0 views

On my supporting schedule Form 1099-R Summary line 1a the amount of the distribution appears. This same amount shows up on line 1f as HSA funding distributions. So my distribution is being double counted by Turbo Tax. How do I correct this problem?

Thanks,

Employee

It appears that you have reported the HSA Funding Distribution as a rollover. An HFD is not a rollover, so edit the 1099-R form in TurboTax to remove the indication that the HFD was rolled over to another retirement account. Alternatively, delete and reenter the 1099-R. If none of the distribution was moved to another retirement account, indicate that you cashed it out. An HSA is not a retirement account.