Health Wallet Support

Take full advantage of your health savings account.

All About HSAs

What's a health savings account and how does it work? Here is a quick guide to give you a well-informed start!

Getting started with HSAs

What's the difference between an HSA and an FSA, HRA, or 401(k)?

Comparing HSAs to FSAs, HRAs, and 401(k) plans

Looking for the account number of your health savings account? Here's where to find it.

Find the account number for your HSA

Learn how to change your name and acceptable documents for verification.

Change the name on your account

Learn about double dipping and how to avoid making this mistake

Understand double dipping

Learn how to transfer funds from your old HSA to your new HSA with a trustee-to-trustee transfer

Transfer funds from your old HSA

Learn why you're asked to share sensitive data like social security numbers (SSN).

Federal law requirements for sensitive data like social security numbers

What's a health savings account? Start here to learn all about this triple-tax-advantaged account.

HSA Basics

When life happens, your contribution limit for your health savings account could change. Stay on top of these changes to avoid penalties!

Mid-year changes and your HSA contribution limit

Want to know how much you can save this year on taxes with your health savings account?

Calculate your HSA contribution limit

Here's what you need to factor in when calculating your contribution limit for your health savings account.

The last-month rule & prorated limits for HSAs

Learn more about making a last-minute contribution for the previous tax year with your health savings account.

Making HSA contributions for the previous tax year

You can only roll funds from an IRA to an HSA once during your lifetime, so here are the guidelines!

Transferring IRA Funds to Your HSA

How are employer contributions reported? And do their contributions count towards the health savings account contribution limit?

Understanding employer HSA contributions

Anyone can contribute to your HSA, as long as your contributions do not exceed the maximum annual limit in any given year.

Understanding who can contribute to your HSA

Learn about the two ways to deposit funds into your health savings account (HSA): bank transfers & paycheck contributions.

Make a deposit

HSA Contributions

Let us answer those 'what-if' questions about your health savings account and eligibility

Disqualifying circumstances for HSA eligibility

The IRS has two contribution limits for health savings accounts: individual and family. Let's break down the requirements for both.

Identify your HSA contribution limit

Learn who in your family is eligible for a debit card with your health savings account.

Getting HSA debit cards for family members

As a dependent, health savings account funds can be used on qualified health expenses for you.

HSA rules for dependents

Enrolled in Medicare Part A or Part B? Already have an established health savings account? Let's discuss.

Medicare enrollment and HSAs

Can you be covered under a non-HDHP plan and still contribute to a health savings account? Likely not, but there are exceptions.

Exceptions to the HDHP requirement for HSAs

Can non-dependent children open up a separate health savings account? Can you cover their medical expenses? Let's review.

Rules for HSAs and adult children under 26

What does the IRS require for HSA-eligible HDHPs? For starters: Know your annual minimum deductibles and out-of-pocket maximums

Insurance requirements for HSA eligibility

Want a health savings account? Here's how to qualify!

Eligibility requirements to open an HSA

If you're no longer on an HDHP, you can't contribute to a health savings account but may continue paying for qualified medical expenses.

Rules for HSAs when leaving a high deductible health plan (HDHP)

Add or remove a family member from your health plan? Let's break down the potential impact on health savings account contribution limits.

Understand family health plan changes & HSAs

What if you already have a health savings account? You have two options to transfer HSA funds rollover or trustee transfer.

Transfer and rollover rules for HSAs

HSA Eligibility

We're making trades, baby! Learn how to buy and sell investment securities with your health savings account.

Make an HSA investment trade (buy or sell)

Your health savings account balance is a sum of your cash and investment balance. Learn what these balances mean and why they matter.

Understand HSA cash and investment balances

Can everyone invest their health savings account funds? Learn here if you're eligible to invest with your health savings account.

Learn about HSA investing eligibility

Curious which mutual funds are available to invest with your health savings account funds? Here's the list.

HSA Investment List: Mutual Funds

Curious which exchange-traded funds are available to invest with your health savings account funds? Here's the list.

HSA Investment List: ETFs

Here are answers to frequently asked questions about HSA investing.

HSA investment FAQ

Health savings accounts offer tax-free investing and growth. Learn how you can invest your HSA funds on our platform here.

Invest your HSA funds

Learn here about the investment assets supported on this platform for investing health savings account funds.

Supported HSA investing options: ETFs, mutual funds, and stocks

Curious which stocks are available to invest with your health savings account funds? Here's the list.

HSA Investment List: Stocks

Learn how banking services and HSA investing might be impacted by 2025 bank holidays and market holidays.

2025 Market and Bank Holidays

Do you have a health savings account and want to deactivate your investment account? Here’s how.

Deactivate your HSA investment account

Learn how to activate Auto Invest so you can put your HSA investment strategy on cruise control.

Set up automatic investments for your HSA

HSA Investing

Decide who you'll select as the beneficiary for your health savings account funds by understanding the tax implications of your selection.

Select beneficiaries for your HSA

What happens to health savings account assets during a divorce? Find your answers here.

Divorce law and HSAs

Understand how to use your health savings accounts if you are diagnosed with a short-term or long-term disability.

Navigating disability with an HSA

Are health savings accounts safe from debt collectors? It depends on your state of residence.

Bankruptcy law and HSAs

Understand how life events can impact your HSA

HSA Life Events

Your health savings account has a lot of eligible expenses. Review this list of qualified medical expenses to ensure you maximize your HSA!

Qualified medical expenses for HSAs

Is there deadline for health savings account reimbursements? Not really, but some dates do matter.

HSA reimbursement deadlines

Which receipts should you keep? What if you lose one? We'll break down all of your health savings account recordkeeping questions here.

Recordkeeping for HSA expenses

You typically can't use your health savings account funds to pay for health insurance premiums, but there are four exceptions.

Exceptions permitting HSA funds for premiums

Penalties are only good for soccer forwards. Understand the rules for health savings account withdrawals to ensure you avoid penalties.

Rules for HSA withdrawals

Can you use your HSA funds on your kids? Yes, as long as they are claimed as dependents

HSA funds & dependent expenses

​Qualified or Unqualified? Correction or Rollover? Learn how to change the category of a health savings account transaction.

Categorize HSA transactions

Spent funds on unqualified expenses? Contributed over the annual limit? It's easy to make corrections to your health savings account.

Make a HSA correction

Need to pay yourself for an out-of-pocket expense or need to withdraw funds? Here's how to.

Get reimbursed

Was your debit card declined? You may have reached your daily spend limit.

Debit card daily spending limit

Learn how to use your Health Wallet to buy HSA-eligible products

Shop with HSA Store

Understand HSA rules for qualified medical expenses

HSA Spending

Yay, taxes! This is your handy guide to filing taxes for your health savings account.

Filing taxes with an HSA

Are health savings account funds always pre-tax funds? Does a tax extension impact HSA contribution deadlines? Find your answers here.

Taxes and HSAs FAQ

Are contributions to health savings accounts tax-deductible for state taxes? It depends.

State taxes for HSAs

Understand how to file taxes for your HSA

HSA Tax Resources

Find answers and get help from Intercom Support and Community Experts

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