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  1. Josh says:

    Thank you so much, I learned a lot about health account savings!

  2. Deborah says:

    HSAs are complicated. The “last month rule” is mentioned to allow for the maximum contribution, but then there’s the 1/12 reduction mentioned in paragraph 3. Maybe the solution is to ask your tax advisor if you had your HSA and HDHP both in place Dec. 1st but for only part of the entire year.

    1. jblankenship says:

      It definitely makes sense to work with your tax advisor to help you understand eligibility for the deductions.

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