Health Savings Account (HSA) Calculator

By simply answering the following questions, you will learn if you are eligible for an HSA, identify what your maximum contributions could be this year, and estimate possible dollar savings.

What information will you need?
Print this handy checklist to ensure you're prepared to answer all questions.

Tip: Click on the links for more detailed information or definitions.

Step 1 - Determine Eligibility

Step 1 >> Step 2 >> Step 3

What is or will be the effective date of your qualified High Deductible Health Plan?

(MM/DD/YYYY)

What is your medical coverage type?

What is your medical deductible amount?
(If family coverage, enter family deductible amount.)

Are you claimed as a dependent on someone else's tax return?

Have you received benefits from the Veteran's Administration in the past 90 days?

Are you covered by any other non-qualified plan, either as the primary member or a dependent?

Plan Type

Non-Qualified High Deductible Health Plan	No Yes
Health Flexible Spending Account (other than a Limited Purpose plan)	No Yes
Medicare/Medicaid	No Yes
Tricare	No Yes

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