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2019 HSA COLAs Issued
(May 11, 2018) The IRS issued Revenue Procedure 2018-30 to announce the 2019 cost-of-living adjustments (COLAs) applicable to dollar limitations for health savings accounts (HSAs). These ... Full Story >
HSA Family Contribution Reverted To $6,900
(April 26, 2018) The Internal Revenue Service has announced that the maximum contribution amount for HSA owners with family coverage under a High Deductible Health Plan (HDHP) has been restored ... Full Story >
HSA Contribution Clarification & Transition Relief
(March 19, 2018) Eligibility to contribute to a health savings account (HSA) is, in part, contingent on the individual being covered by a high deductible health plan (HDHP) with a prescribed ... Full Story >
5th Circuit Court of Appeals Strikes Down DOL Fiduciary Rule
(March 19, 2018) In a decision that caught at least some industry observers by surprise, the 5th Circuit Court of Appeals ruled on March ... Full Story >
2018 HSA Family Contribution Limit Reduced
(March 5, 2018) The IRS has announced, in Revenue Procedure ... Full Story >
Publication 969 Posted
(March 5, 2018) The IRS has posted Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, (For use in preparing 2017 Returns). Publication 969 discusses the basic ... Full Story >
2017 HSA Contribution Deadline
(March 1, 2018) The deadline for making HSA contributions for tax year 2017 is Tuesday, April 17, 2018. While the deadline for making HSA contributions is typically April 15th (the HSA ... Full Story >
HSA Changes Included In House Healthcare Bill
(May 5, 2017) On May 4, 2017, the House of Representatives passed the ... Full Story >
2018 HSA COLAs Issued
(May 4, 2017) The IRS issued Revenue Procedure 2017-37 to announce the 2018 cost-of-living adjustments (COLAs) applicable to dollar ... Full Story >
Publication 969 Posted
(February 14, 2017) The IRS has posted Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, (For use in preparing 2016 Returns). Publication 969 discusses the ... Full Story >
HSA Model Documents Posted
(February 13, 2017) On February 8, 2017, the IRS posted new ... Full Story >
2016 HSA Contribution Deadline
(January 12, 2016) The deadline for making HSA contributions for tax year 2016 is Tuesday, April 18, 2017. While the deadline for making HSA contributions is typically April 15th (the HSA ... Full Story >
2017 HSA COLAs Issued
(May 2, 2016) The IRS issued Revenue Procedure 2016-28 to announce the 2017 cost-of-living adjustments (COLAs) applicable to dollar limitations for health savings accounts (HSAs). These ... Full Story >
HSA Enhancements Proposed in Bill
(February 5, 2016) Senate Finance Committee Chairman Orrin Hatch (R-UT) and Representative Erik Paulsen (R-MN) have together introduced the Health Savings Act of 2016. The Health Savings Act ... Full Story >
Publication 969 Posted
(January 19, 2016) The IRS has posted Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, (For use in preparing 2015 Returns). Publication 969 discusses the ... Full Story >
IRS Updates HSA-Related Forms
(January 18, 2016) It’s that time of year. The IRS has been busy releasing updated forms to provide taxpayers and financial organizations with current forms and instructions related to ... Full Story >
Publication 502 Posted
(January 13, 2016) The IRS has posted the 2015 version of Publication 502, Medical and Dental Expenses. HSA qualified medical expenses (which are those expenses that would generally ... Full Story >
2015 HSA Contribution Deadline Reminder
(January 11, 2016) Now that we have rung in the new year, HSA stuff staff is posting this reminder regarding the 2015 HSA contribution deadlines.
In an almost 6 page revenue ruling ... Full Story >
IRS Releases 2016 HSA Reporting Forms
(November 10, 2015) The IRS has released the 2016 HSA reporting forms, including Form 1099-SA, Distributions From an HSA, Archer MSA or Medicare-Advantage MSA, and Form ... Full Story >
2016 Instructions for Forms 1099-SA and 5498-SA Posted
(November 10, 2015) The IRS has posted the 2016 Instructions for Forms 1099-SA and 5498-SA. This updated version of the ... Full Story >
IRS Posts 2015 Form 8889
(November 6, 2015) The IRS has posted the 2015 Form 8889. The form is used by taxpayers to report health savings account (HSA) contributions (including those made on the HSA owner’s behalf ... Full Story >
IRS Releases 2015 Instructions for Form 8889
(November 6, 2015) The IRS has posted the 2015 Instructions for Form 8889, Health Savings Accounts (HSAs). Click ... Full Story >
Proposed Regulations Published Regarding Treatment of Same-Sex Marriage for Federal Tax Purposes
... Full Story >
HSA Eligibility Rules Change for Individuals Receiving VA Benefits
(August 3, 2015) On July 31, 2015, President Obama signed into law H.R. 3236, the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015″ (the Act), which ... Full Story >
EBRI Study Examines HSA Investment Options
(July 15, 2015) A recent report published by the Employee Benefit Research Institute finds, among other things, that the HSA owners who had investments contributed more annually as compared to ... Full Story >
2016 HSA COLAs Issued
... Full Story >
Publication 969 Posted
(March 10, 2015) The IRS has posted Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, (For use in preparing 2014 Returns). Publication 969 discusses the basic ... Full Story >
IRS Notice Clarifies Obamacare HSA Preventive Care Issue
(September 9, 2013) Notice 2013-57, issued by the IRS, provides clarification on a preventive care provision of the Affordable Care Act (ACA) and health savings accounts (HSAs). ... Full Story >
