qbteachmt
Level 15
03-31-2022
07:14 PM
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What did he have as medical insurance coverage? Did he change plans starting in July?
If you are only partially covered in the year by a High Deductible Health Plan that qualifies for HSA, you would pro-rate your HSA contribution by that portion.
Example:
He had 1/2 year eligibility and the other half, was he in a plan that still qualified?
For example, there is at least one Medicare Supplemental plan that is HDHP and it is not qualified for HSA.
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Don't yell at us; we're volunteers