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February 12, 2023
Question

Can anyone please help with an answer on hsa? It is asking if I inherited it from a spouse answer no. I did not inherit from anyone how should I answer?

  • February 12, 2023
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1 reply

February 12, 2023

If it is not an inherited HSA, you can answer No and continue.  There is special tax treatment for inherited HSAs.  

 

Basically 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.

HSAs you inherit from someone other than a spouse are included in your income. Medical expenses you paid for the decedent within one year after the date of death are not included in your income.