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What are the eligibility requirements for an HSA?



​To open an HSA you must have a high deductible health plan (HDHP). Check with your insurance carrier or employer to see if you qualify for an HDHP. In addition;

  • No other health coverage except what is permitted by IRS Publication 969
  • You cannot be enrolled in Medicare
  • You cannot be claimed as a dependent on someone else’s tax return

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