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helenehorgan
New Member

If you inherited this HSA from a spouse, answer No. Why would I answer no? its deducted from my acccount. not sure how to answer.

 
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BMcCalpin
Level 13

If you inherited this HSA from a spouse, answer No. Why would I answer no? its deducted from my acccount. not sure how to answer.

This question is poorly phrased in TurboTax.

TurboTax needs to know if you inherited this HSA upon someone else's death, with you named as the beneficiary.

If you inherited it from anyone OTHER than your spouse, then answer "yes".

If you inherited the HSA from your spouse, then answer "no".

If you did not inherit the HSA at all (the usual case), then you answer "no".

The reason for the question is that an inherited HSA is treated differently if inherited from a spouse than from anyone else.

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BMcCalpin
Level 13

If you inherited this HSA from a spouse, answer No. Why would I answer no? its deducted from my acccount. not sure how to answer.

This question is poorly phrased in TurboTax.

TurboTax needs to know if you inherited this HSA upon someone else's death, with you named as the beneficiary.

If you inherited it from anyone OTHER than your spouse, then answer "yes".

If you inherited the HSA from your spouse, then answer "no".

If you did not inherit the HSA at all (the usual case), then you answer "no".

The reason for the question is that an inherited HSA is treated differently if inherited from a spouse than from anyone else.

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