Special Once in a Lifetime IRA transfer to HSA

Special Once-in-a-Lifetime IRA transfer to HSA  IRS Notice 2008-51Once per lifetime an individual may make a tax-free, trustee-to-trustee transfer to their HSA from an IRA or Roth IRA, but not from a SEP-IRA or SIMPLE-IRA unless no current contributions had been made to the SEP or SIMPLE for the same plan year. The maximum qualified HSA funding distribution depends on the HDHP coverage (self-only or family) you have on the first day…  Read more

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