Solved: If 100% of the HSA was not spent, but the remaining was rolled over into the same account, is this a rollover in the HSA question?
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jtlmarkeson
New Member

If 100% of the HSA was not spent, but the remaining was rolled over into the same account, is this a rollover in the HSA question?

 
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ghost
Level 8

If 100% of the HSA was not spent, but the remaining was rolled over into the same account, is this a rollover in the HSA question?

No. You are not required to spend the entire account balance. There is no penalty for letting the unused amount accumulate.
A HSA rollover is moving the balance of one HSA to another HSA.

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ghost
Level 8

If 100% of the HSA was not spent, but the remaining was rolled over into the same account, is this a rollover in the HSA question?

No. You are not required to spend the entire account balance. There is no penalty for letting the unused amount accumulate.
A HSA rollover is moving the balance of one HSA to another HSA.

View solution in original post

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