Thresholds

2027 HSA contribution limits: $4,500 / $9,000

Set in advance by the IRS, so you can plan 2027 contributions now — these apply from January 1, 2027.

Figures verified · source Rev. Proc. 2026-24 (issued 2026-05-29)

The 2027 figures

IRS 2027 HSA and HDHP amounts
Amount2027Source
Contribution limit, self-only HDHP coverage $4,500 Rev. Proc. 2026-24 (issued 2026-05-29)
Contribution limit, family HDHP coverage $9,000 Rev. Proc. 2026-24
Catch-up contribution, age 55 or over $1,000 IRC §223(b)(3); Rev. Proc. 2025-19
HDHP minimum annual deductible, self-only $1,750 Rev. Proc. 2026-24
HDHP minimum annual deductible, family $3,500 Rev. Proc. 2026-24
HDHP maximum out-of-pocket, self-only $8,700 Rev. Proc. 2026-24
HDHP maximum out-of-pocket, family $17,400 Rev. Proc. 2026-24
Deadline to contribute for 2027 Tuesday, April 18, 2028 IRS Publication 969

The 2027 proration table

Eligibility is decided month by month: a month counts when you had qualifying HDHP coverage on its first day and no disqualifying coverage. The limit is then the annual amount times eligible months divided by twelve, rounded to the dollar.

2027 prorated contribution limit by eligible months
Eligible months Self-only Family Age-55 catch-up
1 of 12 $375 $750 $83
2 of 12 $750 $1,500 $167
3 of 12 $1,125 $2,250 $250
4 of 12 $1,500 $3,000 $333
5 of 12 $1,875 $3,750 $417
6 of 12 $2,250 $4,500 $500
7 of 12 $2,625 $5,250 $583
8 of 12 $3,000 $6,000 $667
9 of 12 $3,375 $6,750 $750
10 of 12 $3,750 $7,500 $833
11 of 12 $4,125 $8,250 $917
12 — the full year $4,500 $9,000 $1,000

The age-55 catch-up prorates on the same fraction: the Additional Contribution Amount Worksheet in the Instructions for Form 8889 multiplies $1,000 by eligible months over twelve. The test for the catch-up is your age on the last day of the tax year, not the month of your birthday. Each spouse aged 55 or over needs their own HSA to use theirs.

Being eligible on December 1 opens a second route — the last-month rule lets you take the whole annual limit for the December coverage type, in exchange for a testing period that runs to December 31, 2028. How the last-month rule works.

Download this table as CSV · work out your own months on the calculator.

What changed from 2026

2026 → 2027
Amount20262027Change
Minimum annual deductible for a 2027 HDHP, family coverage. $3,400 $3,500 +$100
Minimum annual deductible for a 2027 HDHP, self-only coverage. $1,700 $1,750 +$50
Maximum annual out-of-pocket for a 2027 HDHP, family coverage. $17,000 $17,400 +$400
Maximum annual out-of-pocket for a 2027 HDHP, self-only coverage. $8,500 $8,700 +$200
HSA contribution limit for 2027, family HDHP coverage. $8,750 $9,000 +$250
HSA contribution limit for 2027, self-only HDHP coverage. $4,400 $4,500 +$100

The amounts are re-set every year for inflation under IRC §223(g); the $1,000 catch-up is written into IRC §223(b)(3) and is not indexed, which is why it has not moved. All years side by side.

Questions

What are the 2027 HSA contribution limits?

For 2027 the HSA contribution limit is $4,500 with self-only high-deductible health plan coverage and $9,000 with family coverage. Anyone aged 55 or over at the end of the year may add a $1,000 catch-up contribution to their own HSA.

How do I prorate the 2027 limit for part of a year?

Count the months in which you had qualifying HDHP coverage on the first day and no disqualifying coverage, then multiply the annual limit by that count and divide by twelve. Six eligible months of self-only coverage in 2027 is $2,250; six months of family coverage is $4,500. The catch-up prorates the same way.

When is the deadline to contribute for 2027?

Tuesday, April 18, 2028 — the unextended federal filing deadline for the 2027 tax year. Contributions made between January 1 and that date can be applied to 2027, but you have to tell the custodian which year they are for.

Do employer contributions count against the 2027 limit?

Yes. The limit covers everything that goes into the account for 2027 from any source: your own contributions, payroll deductions, and employer contributions including wellness incentives paid into the HSA.

Sources

  1. Rev. Proc. 2026-24 (issued 2026-05-29) · accessed 2026-09-07
  2. IRS Publication 969 — Health Savings Accounts and Other Tax-Favored Health Plans · accessed 2026-09-07
  3. Instructions for Form 8889 — Additional Contribution Amount Worksheet · accessed 2026-09-07

Information, not advice. Confirm with IRS Publication 969 or a tax professional.