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Retirement tax questions
You need to be at least 55 to use the rollover to HSA distribution option.
There is no such requirement. The only requirement is that the IRA participant is eligible to make the HSA contribution. An HFD from an IRA paid to an HSA is nontaxable. Because it is nontaxable, it is not subject to any early-distribution penalty no matter the age of the IRA participant.
‎February 3, 2021
10:52 AM