HSA contribution 2024
Ahtirski & Associates
Lee Reams
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Matthew Bigelow
As long as she still has a qualifying HDHP, she can continue to contribute to an HSA. It doesn’t have to be a continuation of the same health care plan she had with her employer, any qualifying HDHP will do. There are many different custodians who can manage the contributions (e.g. HSA Bank, Payflex, etc.) and if she’s in a different plan from her former employer’s, she’s free to choose where she wants her contributions to go. She can only contribute for months in which she has a qualifying HDHP. For a taxpayer aged 55 or more, the max contribution to a single HSA plan is $5,150 so she could contribute $429.17/month for any month in which she qualifies.
Matthew Bigelow, E.A.
JLZ Business Services, Inc.
Ph. (805) 643-3295, Fax: (805) 643-3297
email: mbig...@jlzinc.com
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From: clientwh...@googlegroups.com <clientwh...@googlegroups.com>
On Behalf Of Lee Reams
Sent: 05/02/2024 3:25 PM
To: clientwh...@googlegroups.com
Subject: Re: [clientwhysconnect] HSA contribution 2024
I would assume that depends upon the terms of the employer’s HSA and if she still meets the qualifications to contribute to an HSA. So guessing she will need to inquire with the employer.
Lee
On May 2, 2024, at 2:57 PM, Ahtirski & Associates <ahtirski...@sbcglobal.net> wrote:
Client early retirement in December 2023 age 59 she received her last check in January 2024 HSA was taken out for one month for 2024 can she continue to contribute for 2024 to the HSA paying direct from her personal account?
Thanks
Marco
Ahtirski & Associates
12055 Ventura Place, Studio City, CA 91604
Phone (818) 762-1392
Fax (818) 762-2950
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