HSA

Regulatory and Legislative

IRS Issues HSA Guidance Under OBBBA

The Internal Revenue Service has issued Notice 2026-05 which provides guidance on changes relating to health savings accounts enacted under the One, Big, Beautiful Bill Act.

December 09 2025

Regulatory and Legislative

Senate Proposal Would Expand Use of HSAs

Senator Rand Paul (R-KY) has introduced the Health Marketplace and Savings Accounts for All Act.

December 08 2025

Regulatory and Legislative

IRS Posts 2025 Form 8889 for HSA Reporting

The IRS has posted the 2025 tax year Form 8889, Health Savings Accounts. 

December 08 2025

Regulatory and Legislative

IRS Posts 2025 Form 5329 for Savings Arrangement Excise Tax Reporting

The Internal Revenue Service has posted Instructions for Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, for 2025.

December 05 2025

Regulatory and Legislative

IRS Releases Form & Instructions for Form 8889, HSA Reporting

The Internal Revenue Service has posted 2025 tax year Instructions for Form 8889, Health Savings Accounts. 

December 05 2025

Regulatory and Legislative

IRS Posts 2025 Form 5329

The Internal Revenue Service has posted 2025 Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.

December 02 2025

Regulatory and Legislative

IRS Posts Updated Draft Instructions for Form 5329

The Internal Revenue Service has posted an updated draft 2025 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. 

November 25 2025

Regulatory and Legislative

Proposal Floated to Create New Type of HSA Account

Senator Rick Scott (R-FL) has introduced S. 3264, the More Affordable Care Act. 

November 21 2025

Regulatory and Legislative

House Proposal Would Add HSA Restrictions

Representative Lloyd Doggett (D-TX) has introduced H.R. 6183, the Health Savings Account (HSA) Consumer Protection Act.

November 21 2025

Regulatory and Legislative

IRS Posts Draft Form 5498-SA for HSA, MSA Reporting

The Internal Revenue Service has released a draft Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information. 

September 23 2025