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wealthprotectors
Returning Member

Family HSA plan do I add all contribution to one person or split between husband and wife?

 
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1 Best answer

Accepted Solutions
DianeW
Expert Alumni

Family HSA plan do I add all contribution to one person or split between husband and wife?

If one of you has a "family" HSA and the other has a "self-only" HSA you can contribute to either one.  Do not split them unless you actually contributed to two different plans.   If one spouse has a family plan and the other self you indicate a family plan for both. But contribution is still limited to the normal amounts.

Enter 'family' if your HSA plan was a family plan. An HSA is a family plan if it covers anyone in addition to yourself. One spouse does not have to be included for it to be a family plan.

For 2016, the maximum contribution to an HSA is $3,350 for an individual plan or $6,750 for a family plan. This is the combined contribution from both you and your employer.  If you're 55 or older, you're allowed to contribute up to $1,000 more for a maximum of $4,350 (individual) or $7,750 (family).

(Edited:  03.30.2017 | 8:01a PST)

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5 Replies

Family HSA plan do I add all contribution to one person or split between husband and wife?

If husband is HSA owner, all goes to husband.
If wife is HSA owner, all goes to wife.
If each has own HSA, split any way you choose.
wealthprotectors
Returning Member

Family HSA plan do I add all contribution to one person or split between husband and wife?

Thanks that's exactly what I will do.  I own the HSA I contributed family max.  I put 6750 on my side.  $0 for her.  Thanks so much.

Family HSA plan do I add all contribution to one person or split between husband and wife?

You're welcome.
DianeW
Expert Alumni

Family HSA plan do I add all contribution to one person or split between husband and wife?

If one of you has a "family" HSA and the other has a "self-only" HSA you can contribute to either one.  Do not split them unless you actually contributed to two different plans.   If one spouse has a family plan and the other self you indicate a family plan for both. But contribution is still limited to the normal amounts.

Enter 'family' if your HSA plan was a family plan. An HSA is a family plan if it covers anyone in addition to yourself. One spouse does not have to be included for it to be a family plan.

For 2016, the maximum contribution to an HSA is $3,350 for an individual plan or $6,750 for a family plan. This is the combined contribution from both you and your employer.  If you're 55 or older, you're allowed to contribute up to $1,000 more for a maximum of $4,350 (individual) or $7,750 (family).

(Edited:  03.30.2017 | 8:01a PST)

rmeek1
New Member

Family HSA plan do I add all contribution to one person or split between husband and wife?

how do i mark my HSA as "family"
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