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Health Savings Accounts 101 (HSA)

What Happens To An HSA Upon The Account Holder's Death

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If your spouse is the designated beneficiary: The HSA is treated as the spouse’s after your death.

If someone other than your spouse is the designated beneficiary: The account is no longer an HSA and the fair market value of the HSA is taxed to the beneficiary.

If your estate is the beneficiary: The HSA ends and the fair market value is included in your income on your final income tax return.


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