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Just to clarify, the contributions made to her HSA were by her employer only. So, if she contacts the plan administrator and asks that the monies be withdrawn, she would not have to pay any income tax on those monies because they weren't hers, correct? In reference to the carry over option you mentioned, knowing that the contributions weren't hers but her employer's, is carrying over still an option?
‎February 24, 2025
12:21 PM