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HSA last-month rule 2026: HDHP on December 1 still unlocks $4,400

Pub 969 last-month rule: eligible on December 1 and you can still fund the full 2026 HSA cap ($4,400 self-only, $8,750 family). A health FSA is a plan-year election; unused dollars may carry $680 only if the plan allows it.

Calcufast Team
9 min

An HSA follows the tax year. A health FSA follows the plan year. That calendar split is why people miss a December HDHP window or leave FSA cash on the table in March.

If you are an eligible individual on December 1 of a calendar tax year, Publication 969 treats you as eligible for the entire year. The live HSA engine then still shows the full 2026 cap:

  • Self-only: $4,400
  • Family: $8,750
  • Age 55 or older: add $1,000

You generally must stay eligible through the testing period (the next calendar year) or the extra months get recaptured. This page does not invent a prorated engine.

Run the HSA contribution calculator →

Which account to open is a different post: HSA vs FSA. Hub: United States calculators.

FSA is not last-month

A cafeteria health FSA is elected for the plan year. Starting an HDHP on December 1 does not unlock a leftover FSA. Unused FSA dollars are use-it-or-lose-it unless the plan offers a grace period or the 2026 carryover of $680 in Rev. Proc. 2025-32 §2.15. Many plans offer neither.

Direct answer: December HDHP → $4,400 still on the table

  1. Eligible on December 1, 2026, self-only HDHP, under 55
  2. Full-year HSA limit = $4,400
  3. $0 already deposited → room $4,400
  4. You can still contribute for 2026 until the return due date without extensions (same idea as an IRA, different code)
  5. A health FSA for 2026 is already closed unless your plan’s grace or carryover says otherwise
HSA room (live engine) plus last-month eligibility

limit = $4,400 self-only or $8,750 family + $1,000 if age ≥ 55

remaining = max(0, limit − YTD contributions)

Last-month: eligible on Dec 1 → full limit (testing period applies)

Two clocks

Account2026 cap (this site)When the year ends
HSA self-only$4,400Tax year. Last-month can still unlock the full cap. Funding often stays open until the April due date.
HSA family$8,750Same tax-year clock.
Health FSA$3,400 (Rev. Proc. 2025-32 §2.15; no live engine)Plan year. Grace or $680 carryover only if the plan document says so.
Dependent-care FSA$5,000 ($2,500 MFS)Plan year. Not an HSA. DCAP room.

HSA deposits from you and your employer share one cap. $1,200 already in a self-only HSA leaves $3,200: HSA room.

A last-month HSA contribution still needs an HDHP that actually qualifies. Pub 969 lists the 2026 deductible and out-of-pocket floors. We do not restate those as a new calculator.

Paycheck timing

HSA payroll deferrals (and many medical premiums) lower FICA as well as FIT. A traditional 401(k) does not. On a $2,000 biweekly stub, $150 of HSA/§125 leaves net $1,530.62; 10% 401(k) leaves $1,475.15 with FICA still $153. See the paycheck calculator.

If you are an eligible individual that day, Pub 969’s last-month rule says the full annual limit is available, subject to the testing period. The live engine will show $4,400 remaining if YTD is $0.

Often yes, until the filing due date without extensions, the same calendar idea as a prior-year IRA. Tell the custodian which tax year the deposit is for. An FSA does not get that extra winter window.

No. The plan must allow carryover. $680 is the 2026 ceiling in Rev. Proc. 2025-32 §2.15, not a promise.

Official sources

Publication 969 (last-month rule, HSA limits) · Rev. Proc. 2025-32 §2.15 (health FSA / carryover)

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