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Level 3
posted Mar 24, 2022 12:42:30 PM

Over-contributed to HSA?

I have family HDHP coverage. Part-way through the year, my wife signed herself (only) up for Direct Primary Care (DPC). That makes her ineligible for HSA.

 

I'm employed. She's not. I have an HSA. She doesn't. We are not withdrawing anything from our HSA this year.

 

I have read that my contribution limit is not affected by other family members HSA-eligibility, so long as I have HDHP coverage.  Is that accurate? Can someone provide a definitive reference (because I just found it on a random web site.)

 

Can I still make the maximum family *contribution* to my HSA? Why?

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1 Best answer
Level 15
Mar 24, 2022 5:42:04 PM

from IRS Pub 969 - HSA section

If you (and your spouse, if you have family coverage) have HDHP coverage, you can’t generally have any other health coverage. However, you can still be an eligible individual even if your spouse has non-HDHP coverage, provided you aren’t covered by that plan.

2 Replies
Level 15
Mar 24, 2022 12:46:10 PM

As long as you don't have other medical coverage, you can contribute to the family limit, even if your spouse has other medical coverage.  

Level 15
Mar 24, 2022 5:42:04 PM

from IRS Pub 969 - HSA section

If you (and your spouse, if you have family coverage) have HDHP coverage, you can’t generally have any other health coverage. However, you can still be an eligible individual even if your spouse has non-HDHP coverage, provided you aren’t covered by that plan.