How can I contribute to HSA with mid-year Marriage & HSA to PPO Coverage Change?
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New Member

How can I contribute to HSA with mid-year Marriage & HSA to PPO Coverage Change?

Insurance changed in July. 6 months spent on individual HSA prior to individual+spouse on PPO. Filing jointly on federal return. 


What is my maximum HSA contribution for the prorated 6 months of the year? The HSA plan I was on was an individual plan...but I'm filing my federal taxes jointly.

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How can I contribute to HSA with mid-year Marriage & HSA to PPO Coverage Change?

Since you were an eligible individual for only the first 6 months of 2017, your maximum contribution is 6/12 of a full-year contribution for an individual with self only coverage.  That means that you would be eligible to contribute $1,700 if under age 55 in 2017 or $2,200 if age 55 or over.

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