@danilol wrote:
So if I rollover account#1 to account#2 and close account#1. What will the opening date of account # 2? I always have balance in account #1 before the opening of account#2.
I think account #2 will inherit the opening date of account #1 as 1/1/2024 due to satisfaction of IRS 18 months rules.
Am I correct?
Thanks
As long as account 1 and 2 overlap even one day, your "opening date" for purposes of identifying qualified medical expenses is the date of account 1.
