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michele
Level 6
February 13, 2024
Question

HSA and spouse on Medicare

  • February 13, 2024
  • 1 reply
  • 21 views

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

This topic has been closed for replies.

1 reply

TaxGuyBill
February 13, 2024

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.

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