Author Topic: Unique HSA question  (Read 1149 times)

jrutter09

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Unique HSA question
« on: April 16, 2016, 10:07:07 PM »
Unfortunately, my mom passed away in August. She had an HSA for over 2k that now automatically went to my dad. My dad just doesn't want or need it. He doesn't want to roll it over. He has excellent insurance and health and it is losing money in fees each month. I am on an HSA qualified health plan so he wants to give it to me. Is there a way he can transfer it to me without paying the 20% tax penalty? He isn't 65 yet either.

MerryMcQ

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Re: Unique HSA question
« Reply #1 on: April 17, 2016, 08:58:00 AM »
He could roll it over to a different HSA provider with no fees. I am not aware of any tax-free ways he could pull funds out to give to you.