HSA

Re: HSA

My husband will be signing up for Medicare in April 2020.

He has been a tag along on my HSA for a few years ie contributing $1000 every year.

My question is:  Can he contribute the usual $1000 for year 2020? 

Reply to
Jess
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In article you write:

I don't understand what you mean by "tag along", but I also don't think the IRS cares who makes the contribution. If it's your HSA, you take whatever the deduction is calculated on Form 8889.

You're always allowed to use HSA money to pay for medical expenses for spouse and dependents. See Pub 969.

Reply to
John Levine

You have not provided enough information to provide an answer and you are using terminology (tag along) that I have never heard relative to an HSA. That said....

If he has his own HSA, contributions are not allowed starting with the month he is enrolled in Medicare. So, if his effective date for Part A is 4/1/20, then the contribution limit to his self-only HSA is (3500 +

1000) x 25% (3 months / 12 months).

Relative to your HSA, there is nothing in the law that prevents him from making a contribution to your HSA even after he is enrolled in Medicare.

Reply to
Alan

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