Skip to content
Warren AI
Sign in
Income Tax Planning
Chapter 6: Introduction to Deductions/HEALTH SAVINGS ACCOUNT (HSA) (2026)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 6: Introduction to Deductions

HEALTH SAVINGS ACCOUNT (HSA) (2026)

01.Core Concepts

Family Single HSA Any individual Any individual Creators At least $3,400 At least $1,700 Health Insurance Deductible $17,000 $8,500 Maximum Out-of-Pocket Expenses (MOOP) $8,750 $4,400 Maximum Contribution $1,000 $1,000 Catch-Up Contribution (Age 55+) Ordinary income tax and 20% penalty if owner is < age 65 Ordinary income tax and 20% penalty if owner is < age 65 Penalty for Nonqualified Expenditures Under OBBBA 2025, beginning in 2026, bronze and catastrophic plans purchased through the health insurance exchange are HSA-qualified plans.