Author Topic: 12 month indirect rollover rule with IRA and HSA  (Read 802 times)

themagicman

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12 month indirect rollover rule with IRA and HSA
« on: November 24, 2019, 03:03:30 PM »
I am having trouble finding this answer. I know that you can only do an indirect rollover for your IRA every 12 months and the same with the HSA. The part that I am not seeing is if you are able to do both? Are you able to rollover one IRA and one HSA indirectly in the same 12 month period?

Thanks!

iluvzbeach

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Re: 12 month indirect rollover rule with IRA and HSA
« Reply #1 on: November 24, 2019, 03:52:12 PM »
These accounts are not related, so I don’t see why you couldn’t.

If your research isn’t explicitly finding something that says you can’t do both accounts, it likely means it’s not an issue.

I am not a tax person.

 

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