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#992368 - 07/10/08 05:18 PM HSA
RBanker Offline
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RBanker
Joined: Jul 2003
Posts: 2,675
Austin Texas
You gotta love customers that push the envelope -
H(usband) and W(ife) work for the same employer - H & W have individual HSA's set up with our FI. Employer wants (for ease of payroll processing - saving money) to contribute entirely to one account - H & W want to link accounts so they can pay out of either account - I just wanna go home and go to bed, but unfortunately must determine if a) we can do this, and b) if we want to do this.
Anyone have an idea of where to look for guidance? I just went back and reviewed Notice 2008-59, and am not sure where else to look.

Thanks
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My comments are absolutely no reflection of, nor influenced by, my employer - take them at your own risk.

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Deposits and Payments
#992453 - 07/10/08 05:47 PM Re: HSA RBanker
ComplianceGurl, CRCM Offline
Gold Star
Joined: Jul 2007
Posts: 498
Out of curiousity, why wouldn't the H & W just have one account and have one spouse be the owner and one be an authorized signer? It sure seems like that would be easier to keep track of, for them and you! Also, wouldn't the comparibility rule come into play? One employee gets the money, the other doesn't? These HSAs can get very confusing!
Last edited by bsarookie; 07/10/08 06:04 PM.
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#992510 - 07/10/08 06:19 PM Re: HSA ComplianceGurl, CRCM
RBanker Offline
Power Poster
RBanker
Joined: Jul 2003
Posts: 2,675
Austin Texas
My understanding is they just recently became H & W
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My comments are absolutely no reflection of, nor influenced by, my employer - take them at your own risk.

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#993055 - 07/11/08 02:28 AM Re: HSA RBanker
rlcarey Online
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rlcarey
Joined: Jul 2001
Posts: 79,926
Galveston, TX
HSAs are like IRAs - they only belong to one person.
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The opinions expressed here should not be construed to be those of my employer: PPDocs.com

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