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New Member
posted Jan 25, 2025 11:59:58 PM

HSA eligibility

Hello, I am currently enrolled in an HSA. Both I and my employer have contributed so far in 2025. I found out my spouse has an HRA this year. The HRA only covers her. Does this make me ineligible for an HSA? I could not find much online about this situation, mostly ineligibility though a spouses FSA. If I’m ineligible, is the best course of action withdrawing my contributions this year and asking my employer to reverse theirs?

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1 Replies
Expert Alumni
Jan 27, 2025 8:00:12 AM

No, you need to get in writing form your spouse's employer that you were not eligible for HRA coverage in 2024. That is, only your spouse could get reimbursements for medical expenses in 2024.

 

Then take this document and write up a small note describing why you got it, and put these in your tax file, in case anyone asks.