James_V

Thank you so much for the quick reply!

Hi @Brian Gilmore. I have a somewhat similar question. My fiance has an FSA and I have an HSA. We are getting married on March 1 and are considering bringing her to my Healthcare plan, which includes the HSA. We just learned about the incompatibility of the FSA and HSA, so what should we do to stay compliant? Because marrying counts as a qualifying life event, is it okay if after getting married she ends her FSA contributions and switches to my plan (by March 31st)? Would this make us both eligible to have and contribute to the HSA? If so, what happens to the FSA? Does it immediately end or does she still have to make the monthly payments to cover the total credited at the beginning of 2024? Also, my fiance has already used ~50% of the funds in her FSA. Thanks in advance for any advice. James,