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Get Wells Fargo 401k Rollover Form 2017-2024

O an HSA 1. Internal Revenue Code Section 408(d)(9) allows one IRA to an HSA transfer in a lifetime. However, if your high deductible health plan (HDHP) changes from self-only coverage to family coverage in the same tax year, you are allowed a second IRA to HSA transfer in that tax year. 2. Only transfers from Traditional and Roth IRAs are accepted at this time. Transfers from SEP and SIMPLE IRAs are not accepted. 3. An IRA to HSA transfer relates to the tax year in which it is made. Transf.

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