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* * * * Scenario 4 : HSA Funding Exception ( The IRA - HSA One - Time Rollover ) Brian retired at age 5
Scenario : HSA Funding Exception The IRAHSA OneTime Rollover
Brian retired at age and has health insurance with a highdeductible plan. He wants to fund his HSA and takes a $ distribution from his Traditional IRA.
Wages: $
Interest and Dividend Income: $
Itemized Deductions: $
Allowable deduction for selfemployment tax: None
Questions:
Is Brian eligible for the onetime IRA to HSA rollover?
How does this exception work, and are there any age or income restrictions?
Calculate AGI, Taxable Income, and Total Tax Liability
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