User Avatar

By Ryan Kennelly

July 8, 2017

Topics:

  • HSA Plans
BACK TO BLOG

Can I roll over or transfer funds from my HSA to a spouse’s HSA?

July 8, 2017

  • HSA Plans

No. You cannot rollover or transfer an account balance to another person’s HSA. This would result in a taxable distribution (i.e., a distribution that was not used for a qualified medical expense). Rollovers and transfers are only tax free to the extent they go from your existing HSA to another HSA set up in your name.

Want to Join Independent
Health Agents?

We’d be happy to have your join our team of independent agents.

JOIN NOW