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once a lifetime IRA to HSA transfer

Greetings to everybody.

 

In January 2022 my spouse tried to make an IRA to HSA transfer in Fidelity and her request is still pending. In IRS publication 969 (2021) such transfer is called Qualified HSA funding distribution, yet in practice it looks that Fidelity's customer representatives are not aware about it. I wonder whether such transfers work in reality. 

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Honored Social Butterfly

Don't know why unless there is some contraindication based on Publ 969 -

What is Fidelity saying?

Is Fidelity the holder of both the IRA and the HSA?  

Is she within the $$$$ limits of contributions for 2022?  I would assume so -

Is she beginning Medicare?  THIS IS A BIG ONE.

 

It's Always Something . . . . Roseanna Roseannadanna
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