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12 month indirect rollover rule with IRA and HSA
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Topic: 12 month indirect rollover rule with IRA and HSA (Read 803 times)
themagicman
Bristles
Posts: 401
Age: 33
Location: Atlanta, GA
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!
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iluvzbeach
Handlebar Stache
Posts: 1591
Re: 12 month indirect rollover rule with IRA and HSA
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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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12 month indirect rollover rule with IRA and HSA