Worksheets to Calculate HSA Contributions After A Mid-Year Change

How to Maximize Contributions and Avoid Taxes & Penalties

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Set employees up for HSA success.

Download our worksheets to equip employees with the tools needed to calculate a maximum HSA contribution after a mid-year change.

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    Maximize HSA Contributions

    Empower employees with step-by-step worksheets to calculate prorated HSA contributions.

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    Increase Account Satisfaction

    Educate employees to avoid excess contributions, taxes, and IRS penalties.

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