Ray in Ohio Posted June 4, 2009 Report Share Posted June 4, 2009 We have a client here that says she wants to "rollover" her traditional IRA into an HSA. She says you can do this "one time". We have researched this and have not been able to find anything on this subject, so I am asking if anyone has ever heard of this and it can be done or did she hear this at the local coffee shop. Thanks for your help. Quote Link to comment Share on other sites More sharing options...
lsowers Posted June 4, 2009 Report Share Posted June 4, 2009 She's correct. Read Notice 2008-51. Quote Link to comment Share on other sites More sharing options...
Jake Posted June 4, 2009 Report Share Posted June 4, 2009 A couple of things to keep in mind - the rollover is limited to her annual contribution and it will also proclude her from making additional contributions to her HSA for the year Quote Link to comment Share on other sites More sharing options...
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