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The HSA contribution rules are generally straightforward. However, the rules can become complicated in years when there will be a change to healthcare coverage. Perhaps a client is moving from individual to family coverage, or they are leaving their health plan, or they are starting Medicare. In these instances, it is important to revisit the rules and apply them to your client’s unique situation.
To help make this analysis easier, we have created the “Can I Make A Deductible Contribution To My HSA?” flowchart. It addresses some of the most common issues that arise for a client trying to contribute to an HSA. This flowchart considers:
Updated for 7/1/2023