If the reporter cashed the check for the month of death (and any later months), do not ask for a refund. Advise the reporter that the Treasury Department (TD) may request the funds back from the bank that cashed the check for a period of up to 12 months from the month that SSA learns of the death.
For example, if 5% of your non-Roth IRA are non-deductible contributions, then 5% of the conversion amount must be non-deductible contributions, and the rest must come from the deductible contributions, including earnings and rollover contributions.
Deductible Contributions. Only contributions that you make to your HSA out-of-pocket are deductible on your tax return. Contributions that your employer makes on your behalf aren't included in your taxable income to begin with, so you don't claim a deduction for them on your federal income tax return.ax Reporting. To claim a deduction for your HSA contributions, you have to first complete Form 8889. Include both the contributions you made and the contributions made by your employer.