Jim Chad Posted March 11, 2013 Posted March 11, 2013 Does anyone know what is allowed in the way of transfers from 401(k) to HSA? How about HSA to 401(k)?
PensionPro Posted March 11, 2013 Posted March 11, 2013 My recollection is: 401k to HSA: no transfers allowed. Individual can take distribution, pay taxes/penalties, and use the funds to contribute to HSA. HSA to 401k: no transfers allowed. Amts can be rolled over to another HSA however. PensionPro, CPC, TGPC
Jim Chad Posted March 11, 2013 Author Posted March 11, 2013 I remember reading that at retirment, money could be rolled from an HSA account to a 401(k). But I can't find it anywhere? Was this just proposed? Does anyone else have any ideas on this?
masteff Posted March 11, 2013 Posted March 11, 2013 See the links in the 2nd post in this thread: http://benefitslink.com/boards/index.php?/topic/52884-401k-hardship-withdrawal-deposit-to-hsa/ Also see "qualified HSA funding distribution" on page 6 of IRS Publication 969 http://www.irs.gov/pub/irs-pdf/p969.pdf Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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