the inherit HSA question is wrong

Forum|Forum|1 year ago
February 2, 2025
1 reply
7 views

It asks if I inherited my wife's HSA. The answer (for real) is No, yet it wants a No answer if the answer was yes

MaryK4

Level 15

@jb10000lakes Can you clarify your question? Why would it matter if you did not inherit your wife's HSA?

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jb10000lakesAuthor

Level 2

The TTax asks the question, Did John inherit this HSA? I did not inherit it, so my answer would be "no", correct? But the 'help' message on the very same page says if I did inherit it to answer "no" which is the exact opposite.

MaryK4

Level 15

@jb10000lakes Thank you for your reply- when I read your comment, I was confused and when I went to your reference I can see why (because the way it is on the page). It is because an HSA inherited from the spouse is treated as yours so there is no tax impact, but I think it would be clearer if the question was "Did you inherit this HSA from someone other than your spouse?"

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