IRS Introduces Higher FSA Contribution Limits for 2025 – What It Means for You?

IRS Introduces Higher FSA Contribution Limits for 2025 – What It Means for You?

The IRS has introduced important updates for 2025 that could help many people struggling with medical expenses. These changes involve increasing the contribution limits for medical savings accounts, like Flexible Spending Arrangements (FSAs) and Health Savings Accounts (HSAs), which are designed to help you save on healthcare costs.

What Are FSAs and HSAs?

FSAs allow employees to save pre-tax money for qualified medical expenses. This means the money is deducted from your salary before taxes, helping you save more for healthcare costs. However, taxes may apply later if the money isn’t used for eligible expenses.

HSAs work similarly, but they are tied to a specific type of insurance plan called a High Deductible Health Plan (HDHP). You can only have an HSA if your health plan qualifies as an HDHP.

Both accounts are helpful tools for managing healthcare costs, but it’s important to note that you can’t have both an FSA and HSA at the same time. This article focuses on FSAs, but the updated contribution limits apply to both accounts.

New Contribution Limits for FSAs in 2025

IRS Introduces Higher FSA Contribution Limits for 2025 – What It Means for You?

Starting in 2025, the annual contribution limit for FSAs will increase to $3,300 (up from $3,200 in 2024). If your spouse also has an FSA plan through their employer, they can contribute the same amount, making the total household contribution limit $6,600.

These funds can cover out-of-pocket healthcare costs for you, your spouse, and your dependents. But remember, FSAs have a “use-it-or-lose-it” rule. While you can carry over some unused money to the next year, this amount is capped.

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For 2025, the maximum carryover amount increases slightly to $660 (up from $640 in 2024). Any unused balance beyond this is forfeited to your employer.

Key Points to Keep in Mind

  • FSAs Are Employer-Sponsored: FSAs are only available if your employer offers them. Self-employed individuals cannot use FSAs but can explore HSAs if they are on an HDHP.
  • Qualifying Expenses: IRS-approved expenses include doctor visits, co-pays, medical equipment, prescription glasses, dental care, and even dependent care costs like childcare or elder care.

Penalties for Over-Contributing

If you contribute more than the allowed limit, you’ll face penalties. The IRS applies a 6% tax on the extra amount, plus regular income tax.

To avoid this, withdraw the extra funds before the federal tax filing deadline. This keeps your account in compliance, and you’ll only owe the usual income tax on the excess amount.

By staying within limits and planning well, you can use FSAs to make healthcare more affordable in 2025.

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