IRS

What you need to know

What if I become eligible to participate in an HSA in the middle of the year?

The good news is that the IRS considers you to be an eligible individual for the entire year if you are an eligible individual on the first day of the last month of your tax year  (December 1 for most taxpayers).

Coaches' Takeaway

The IRS has certain eligibility guidelines one must follow. You must be aware of your eligibility and the contributions you may make within the specified timeframe.

Tools & Resources

CDHPCoach’s Storage Facility, where the Coach has organized and compiled a vast amount of tools and resources for you to access.

Library

Housed here are key components and information within the book, Bend the Healthcare Trend which was the impetus behind the CDHPCoach.

IRS

What you need to know