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jedmarquart1
Returning Member

HSA page issue in TurboTax Deluxe

"It appears that there is a mistake on the HSA page. The page has a question at the top that asks, "Did XXX inherit this HSA?" Then, it says, "It's not common, but we have to check. If you inherited this HSA from a spouse, answer No." If you inherited the HSA from a spouse, shouldn't you answer "yes"?"
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2 Replies

HSA page issue in TurboTax Deluxe

It's correct as written.  The distinction for a spouse is that HSAs inherited from a spouse become your own HSA and there is no tax impact if it's used to pay for your medical expenses.  This is why the question prompts you to say NO if it was inherited from a spouse.  But, HSAs you inherit from someone other than a spouse are included in your income - and you would need to answer YES to get this tax treatment.
jedmarquart1
Returning Member

HSA page issue in TurboTax Deluxe

Since it seems that I am not the only one confused by this statement, perhaps it might be wise to include a bit more explanation as to why the answer is "no" if it was inherited from a spouse.
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