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Home»Retirement News»IRS Raises Health Plan Thresholds, HSA Limits
Retirement News

IRS Raises Health Plan Thresholds, HSA Limits

yourlifeafterretirementBy yourlifeafterretirementJune 6, 2026
IRS Raises Health Plan Thresholds, HSA Limits
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The IRS announced inflation-adjusted limits for health savings accounts and related health benefit arrangements for 2027, increasing contribution caps and updating eligibility thresholds for those enrolled in high-deductible health plans.

Under Revenue Procedure 2026-24, published this week, individuals with self-only coverage under a qualifying high-deductible health plan will be able to contribute up to $4,500 to an HSA in 2027. For family coverage, the contribution limit will rise up to $9,000. In 2026, the cap on HSA contributions is $4,400; the cap for family coverage contributions in 2026 is $8,750.

The IRS also raised the minimum deductible requirements for high-deductible health plans. For 2027, qualifying plans must have annual deductibles of at least $1,750 for self-only coverage and $3,500 for family coverage, up from $1,700 and $3,400, respectively, in 2026. Annual out-of-pocket expenses, excluding premiums, may not exceed $8,700 for self-only coverage or $17,400 for family coverage, according to the IRS, up from $8,500 and $17,000, respectively, in 2026.

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The guidance also addressed people participating in direct primary care service arrangements, following changes enacted by Congress in 2025. Beginning in 2027, individuals may maintain eligibility for an HSA while participating in a DPCSA, provided monthly fees do not exceed $150. The limit increases to $300 for arrangements covering more than one individual.

In addition, the IRS stated that the new maximum amount that employers may make available through an excepted-benefit health reimbursement arrangement will increase to $2,250 for plan years beginning in 2027, up from the previous $2,200.

The revenue procedure implements annual inflation adjustments required under the Internal Revenue Code and reflects provisions added by the One Big Beautiful Bill Act that became law in July 2025. The updated limits will apply to HSAs for calendar year 2027, to direct primary care service arrangements beginning in 2027, and to excepted-benefit HRAs for plan years beginning in 2027.

According to the IRS, the changes are intended to keep tax-advantaged health benefit limits aligned with inflation, while providing updated guidance for taxpayers, employers and health plan administrators.

Health HSA IRS Limits Plan Raises Thresholds
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