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"HSA 101 & Account Holder FAQs"

How Much Can You Contribute To Your HSA If Your Health Coverage Changes?

How Much Can You Contribute To Your HSA If Your Health Coverage Changes?   The more you contribute to your HSA, the more funds you… Read More »

How To Use HSA Dollars Before They’re In Your Account

How To Use HSA Dollars Before They’re In Your Account   Flexible spending accounts (FSAs) and HSAs are both tax-advantaged savings accounts that allow you… Read More »

How Your Embedded Deductible Can Ruin Your HSA Eligibility

How Your Embedded Deductible Can Ruin Your HSA Eligibility High deductible health plan (HDHP) coverage for families can have either aggregate or embedded deductibles (see… Read More »

How To Understand Your 5498-SA Form

How To Understand Your 5498-SA Form Each year, HSA providers are required to send a copy of Form 5498-SA to all HSA account holders who… Read More »

Making Sense of the HSA Testing Period

Making Sense of the HSA Testing Period The testing period is a 13-month period where you must keep HSA eligibility or face a tax penalty.… Read More »

How To Make a Full HSA Contribution If You Sign Up Mid-Year

If you gain HSA eligibility mid-year, you might think your only contribution option that year is to prorate the HSA annual contribution limit by how… Read More »

How To Remove An Excess HSA Contribution

How To Remove An Excess HSA Contribution If you contribute too much to your HSA, you could have to pay a tax penalty if you… Read More »

What You Need to Know About Medicare and HSAs

What You Need to Know About Medicare and HSAs If you’re getting close to 65, you’re probably considering signing up for Medicare. If you have… Read More »

How to Transfer or Roll Over Your HSA Accounts

How to Transfer or Roll Over Your HSA Accounts If you have multiple funded health savings accounts (HSAs), consolidating your funds into one HSA can… Read More »

What Happens To Your HSA When You Die?

What Happens To Your HSA When You Die? It’s a question many of us wonder about, but few people ask. And does it really matter?… Read More »

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