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HSA question -> two separate plans from two employers...contribution max?

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  • HSA question -> two separate plans from two employers...contribution max?

    Quick HSA question
    Background:
    -My wife and son are on a separate health plan than myself through her employer.
    -Both her employer and my employer offer high deductible health plan offerings with HSA employer contributions
    -We file our tax returns, "married filing jointly."
    -I know the 2017 HSA contribution limits are $3400 (solo) and $6750 (family).

    Question:
    -What is the max we can contribute? Is it still $6750 given that we file jointly? Or can I contribute $3400 to my plan as a solo and she can contribute $6750 to her plan as a family?

  • #2




    Quick HSA question
    Background:
    -My wife and son are on a separate health plan than myself through her employer.
    -Both her employer and my employer offer high deductible health plan offerings with HSA employer contributions
    -We file our tax returns, “married filing jointly.”
    -I know the 2017 HSA contribution limits are $3400 (solo) and $6750 (family).

    Question:
    -What is the max we can contribute? Is it still $6750 given that we file jointly? Or can I contribute $3400 to my plan as a solo and she can contribute $6750 to her plan as a family?
    Click to expand...


    The max is $6,750 as a family. If you contribute $3,400, she can contribute $3,350. Of course, these amounts would be reduced by any employer contributions.
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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