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Level 2
posted Apr 5, 2022 3:14:51 AM

Can you do a HSA Rollover and an IRA Rollover in the same 12 month period?

I know you can't do more than one IRA rollover, but what about one HSA and one IRA in the same rolling 12 months?

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1 Best answer
Level 15
Apr 5, 2022 4:20:44 AM

These are separate limitations in two unrelated sections of the tax code.  An IRA rollover is not limited by any HSA rollover and an HSA rollover is not limited by any IRA rollover.

1 Replies
Level 15
Apr 5, 2022 4:20:44 AM

These are separate limitations in two unrelated sections of the tax code.  An IRA rollover is not limited by any HSA rollover and an HSA rollover is not limited by any IRA rollover.