Are HSA trustees or custodians required to accept rollover contributions or trustee-to-trustee transfers?
Are transfers of HSA amounts from one HSA trustee directly to another HSA trustee (trustee-to-trustee transfers), subject to the rollover restrictions?
Can HSAs be offered under a cafeteria plan?
How frequently may an account beneficiary make rollover contributions to an HSA?
If administration and account maintenance fees are paid by the account beneficiary or employer directly to the trustee or custodian, do these payments count toward the annual maximum contribution limit for the HSA?
If administration and account maintenance fees (e.g., flat administrative fees) are withdrawn from the HSA, are the withdrawn amounts treated as taxable distributions to the account beneficiary?
Is the HSA trustee or custodian responsible for determining whether contributions to an HSA exceed the maximum annual contribution for a particular account beneficiary?
Is the trustee or custodian responsible for tracking the account beneficiary's age?
Is there a limit on the annual HSA contribution which the trustee or custodian may accept?
May a husband and a wife have a joint HSA?
May a trustee or custodian restrict the frequency or minimum amount of distributions from an HSA?
May an HSA trust or custodial agreement restrict HSA distributions to pay or reimburse only the account beneficiary's qualified medical expenses?
May an HSA trust or custodial agreement restrict the account beneficiary's ability to rollover amounts from that HSA?
May HSA funds be commingled in a common trust fund or common investment fund?
Must HSA trustees or custodians determine whether HSA distributions are used exclusively for qualified medical expenses?
Must the trustee or custodian allow account beneficiaries to return mistaken distributions to the HSA?
What are permissible investments for HSAs?
Where do pre-tax employee contributions need to go on Form W-2?
Who is a qualified HSA trustee or custodian?
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