Benjamine
Level 3

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Bill - have a follow up question that hopefully you are able to answer for me.  Husband has an inherited IRA from deceased father.  Read that one lifetime contribution may be made to HSA from that IRA using a portion of his RMD.  However, there are several references to the Last Month Rule/Testing Period.  Am I understanding it correctly that this is not an issue since we did have family coverage on 12/1/18 and he had self coverage HDHP from Jan 1, 2019 through July 30, 2019 at which time he went on Medicare? 

 

Again, your assistance is greatly appreciated!