DawnC
Expert Alumni

Retirement tax questions

In order to contribute to an HSA, you must be enrolled in a qualified HDHP, not covered under a secondary health insurance plan, not enrolled in Medicare, and can’t be claimed as a dependent on someone else’s tax return.   If another taxpayer is entitled to claim the individual as a dependent, the individual cannot claim a deduction for an HSA contribution. This is true even if the other person does not actually claim the dependent.

 

 

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