Skip Navigation Links
Quick Access Links
HSA Information
 

IRS Guidelines

The Internal Revenue Service (IRS) determines the requirements for an HSA-compatible health plan, which includes the minimum deductible amount and the maximum out-of-pocket amount. The IRS also determines the maximum amount that can be contributed to the HSA in a calendar year. The IRS reviews these requirements on an annual basis and adjusts them as needed.

IRS Requirements for 2008

 

Single Plan

Family Plan

Minimum Deductible

$1,100

$2,200

Maximum Out-of-Pocket

$5,600

$11,200

Contribution Limit

$2,900

$5,800

Catch-Up Contribution (55 or older)*

$900

$900

* If a spouse is also 55 or older, a second HSA must be established and a second contribution of $900 could be made to that account.

IRS Requirements for 2009

 

Single Plan

Family Plan

Minimum Deductible

$1,150

$2,300

Maximum Out-of-Pocket

$5,800

$11,600

Contribution Limit

$3,000

$5,950

Catch-Up Contribution (55 or older)*

$1,000

$1,000

* If a spouse is also 55 or older, a second HSA must be established and a second contribution of $1,000 could be made to that account.