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Health Savings Account limits increase for 2020 — IRS

The Internal Revenue Service announces inflation-adjusted figures for Health Savings Account limits in 2020. Amounts increase for self-only and family coverage contributions as well as the minimum annual deductible and maximum out-of-pocket for the high-deductible health plan that is required for HSA eligibility. 

Health Savings Account

HSA Limits for 2020

Rev. Proc. 2019-25 from the IRS announces inflation-adjusted amounts for Health Savings Accounts in the 2020 calendar year, in accordance with § 223 of the Code.

Contribution limits

Persons with self-only HDHP coverage may deposit up to $3,550 in calendar year 2020; those with family coverage may deposit up to $7,100.

The contribution limit applies aggregately to deposits by the account owner, employer, and any others.

HDHP minimum deductible

The deductible of the HDHP that makes an individual eligible for HSA contributions in 2020 must be at least $1,400 for self-only plans and at least $2,800 for family coverage.

HDHP Out-of-pocket maximum

The total of the HDHP deductible, co-payments, and other amounts (but not premiums) paid directly (out-of-pocket) by the HSA account owner may not exceed $6,900 for self-only coverage or $13,800 for a family plan.

Catch-up provision

The catch-up allowance for persons age 55 and older is not adjusted annually. It remains at $1,000 for calendar year 2020.

Plan document updates

Generally, a company’s Section 125 Cafeteria HSA plan document does not need updated for these annual changes because the plan document is written to reflect whatever the IRS limit is for the year, or for a set dollar amount lower than the IRS limit.

Employers wanting to update a plan document to change a stated dollar amount, or to restate the Section 125 plan for any other reason, can do so quickly and conveniently with our secure online order form.

Summary

The following tables summarize HSA amounts for calendar year 2020:

annual Contribution limits: HSA

 

HDHP Minimum Deductible: HSA

 

HDHP out-of-pocket maximum: HSA

 

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