WebHSA accountholders may utilize the Last Month Rule to make a full HSA contribution for that year. If contributions were made to an HSA based on being an eligible individual for the … Web5 months $1,417 $2,813 4 months $1,133 $2,250 3 months $850 $1,688 2 months $567 $1,125 1 month $283 $563 Special exception: The last month rule. If you are eligible to contribute to an HSA on the first day of the last month of your tax year, you are considered eligible for the entire year, provided you stay enrolled in an HSA qualifying HDHP.

HSA Contributions: Partial-Year Eligibility, The Last Month Rule, …

Web27 sep. 2024 · HSA contribution eligibility is by tax year regardless of the HDHP plan year. As long as you have the plan for all 12 months of that tax year, you are eligible for the full and only the full contribution limit. There is an exception called the last month rule. As long as you are HSA eligible on 12/1, you can make the full year's contribution. Web8 apr. 2024 · 刚刚研究了一下last month rule。 根据 这篇文章的解释： “The last-month rule requires you to be eligible for an HSA on the first day of the last month of the tax year. For most taxpayers, that day is December 1. It does not matter if you were ineligible for any or all of the other months.” first bank of nebraska burchard

HSA Last Month Rule Question - White Coat Investor

Web31 mei 2024 · Normally, the contribution limit would be pro-rated based on the number of months the taxpayer was in the HSA, but with the last month rule, the limit is raised to … WebNot Restoration a New HSA Program and the Last-Month Rule. HSA contribution limits . The table at displays the present HSA contribution limits. Current contribution information … Web25 mrt. 2014 · The Last Month Rule states that if you are covered by an HSA eligible health plan on the first day of the last month of a given year, you are considered an eligible individual for the … first bank of nc sc va