开云体育

[IBM Retiree] [IBM Pension] HRA letter arrived and is it funny

[email protected] All Messages By This Member #688 开云体育 IRS says can rollover, so this is an IBM Plan rule. To: ibmretiree@... From: gfretwell@... Date: Tue, 1 Oct 2013 10:50:43 -0400 Subject: Re: [IBM Retiree] RE: [IBM Pension] RE: HRA letter arrived and is it funny ? Are the HRA rollover rules just IBM or is this an IRS rule In a message dated 10/1/2013 7:53:36 AM Eastern Daylight Time, JustPutt2@... writes: toggle quoted message Show quoted text It's my guess that some Armonk Bean Counter said that, 'If we make them expire each year then we don't have to keep track of the on-going balances'.... Think of all the money we will save.? And there will be no long trail for the Auditors to track.
flatsflyer #703 Sounds like maybe a Class Action Law Suit might be in order.? ---In ibmpensionissues@..., <ibmpensionissues@...> wrote: I am really curious about how the IRS would rule on the HRA's too. ?A Health Savings Account (HSA) is not taxed by the IRS and can be rolled over. ?I would like to know why the same rule does not apply to IBM's HRA, since it is also non-taxable income, set aside for us? If this money is set aside for us on an individual basis, for us to distribute for medical expenses, I don't see how IBM can take away anything left in our account at year end. Has anyone here on this blog discussed this issue with anyone with the IRS? ?If not, then I think someone needs to. ?I have a good friend who is a CPA and I am going to ask him about it.? ---In ibmpensionissues@..., <ibmpensionissues@...> wrote: IRS says can rollover, so this is an IBM Plan rule. To: ibmretiree@... From: gfretwell@... Date: Tue, 1 Oct 2013 10:50:43 -0400 Subject: Re: [IBM Retiree] RE: [IBM Pension] RE: HRA letter arrived and is it funny ? Are the HRA rollover rules just IBM or is this an IRS rule In a message dated 10/1/2013 7:53:36 AM Eastern Daylight Time, JustPutt2@... writes: toggle quoted message Show quoted text It's my guess that some Armonk Bean Counter said that, 'If we make them expire each year then we don't have to keep track of the on-going balances'.... Think of all the money we will save.? And there will be no long trail for the Auditors to track.

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