Reply To: Basis in HSA on death of spouse

Home Fairmark Forum Taxation of Investments Basis in HSA on death of spouse Reply To: Basis in HSA on death of spouse

#6598
Alan S.
Participant

I agree. As long as the HSA is otherwise considered to be CP, it should get a 100% basis adjustment upon the death of the HSA owner. Note that retirement accounts are also treated as CP even though titled just to just one individual, although basis adjustment does not apply to retirement accounts in the first place.