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Did you inherit this HSA? How do I answer this question?

If I didn't inherit my HSA with a spouse, how should I answer the question "Did you inherit this HSA?"
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2 Replies
MindyB
Employee Tax Expert

Did you inherit this HSA? How do I answer this question?

If you didn't inherit your HSA, you can select "No."  Inherited IRAs have some special rules, which is why we have to ask.

 

 

dmertz
Level 15

Did you inherit this HSA? How do I answer this question?

TurboTax is really asking, "Did you inherit this HSA and, if so, did you inherit it from someone other than your spouse."  If this is your own HSA, the answer is No.  If you inherited the HSA from your spouse, the answer is No.  If you inherited the HSA and it was from someone other than your spouse, the answer is Yes.

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