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HSA Investing Limits Clarification
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User asks how HSA contribution limits are prorated when changing marital status and HDHP eligibility during the year.
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Hello all,
If someone starts single with a HDHP, gets married Q2 and keeps their HDHP, and then gets off the HDHP Q3 due to a qualifying life event, how do their contribution limits look? Are the 2028 contribution limits prorated by the 3 stages of their life or is it different? Are the contributions prorated by month, or down to the day? Let’s ignore catch up contributions and assume this person is under 55.
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