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HSA and spouse on Medicare
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michele
Level 7
02-12-2024
06:55 PM
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Taxpayer still working and has hsa family plan. Spouse is on Medicare Part A. Am I correct that she can still be covered under his hsa since he is the owner of the family plan? Can he still fund as family plan? and not have to fund as single?
thx
Michele
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1 Comment 1
TaxGuyBill
Level 15
02-12-2024
07:38 PM
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Distributions from a HSA can be for the spouse. Current insurance has no effect on that.
The taxpayer can continue to contribute to the HSA, as long as the taxpayer qualifies. The fact that spouse does not qualify to contribute does not affect the ability of the taxpayer to contribute.
If the High Deductible Health Plan covers the spouse, the taxpayer can still contribute the 'family' amount to the HSA. The fact that the spouse does not qualify to contribute does not change that.
