HR5687-118

Reported

To amend the Internal Revenue Code of 1986 to modernize health savings accounts.

118th Congress Introduced Sep 26, 2023

Analysis under review: This bill has generated analysis that may be too generic or incomplete. Clause-level evidence remains available below.

Summary

What This Bill Does

This bill significantly expands who can use Health Savings Accounts (HSAs) and how much they can contribute. Currently, people on Medicare Part A, veterans receiving VA healthcare, and those using Indian Health Service cannot contribute to HSAs. This bill removes those barriers and also raises contribution limits to match out-of-pocket maximums.

Who Benefits and How

Seniors on Medicare who want to continue saving in HSAs benefit by being allowed to contribute even after age 65. Veterans benefit by being able to use HSAs while also accessing some VA benefits. Native Americans using Indian Health Service gain HSA access. Middle and upper-income families benefit from higher contribution limits that provide greater tax-advantaged savings. Health insurance companies offering Bronze and catastrophic plans gain new customers who can now pair these plans with HSAs.

Who Bears the Burden and How

The federal government bears the cost through reduced tax revenue from increased tax-deductible HSA contributions. Estimates suggest this could reduce federal revenue by billions over 10 years. No private entities face new costs or regulations.

Key Provisions

  • Allows Medicare Part A beneficiaries (age 65+) to contribute to HSAs
  • Permits veterans and Indian Health Service recipients to use HSAs
  • Increases HSA contribution limits to match high deductible plan out-of-pocket maximums
  • Allows Bronze and catastrophic ACA plans to qualify for HSA eligibility
  • Creates safe harbor for mental health services (first $500 without deductible)

Evidence Chain:

This summary is generated from the full bill text using AI analysis. Expand "Detailed Analysis" below for identified beneficiaries/burden bearers with clause-level evidence links.

At a Glance

What This Bill Does

Expands eligibility for Health Savings Accounts (HSAs) by allowing Medicare beneficiaries, veterans, and Indian Health Service recipients to contribute, while increasing contribution limits and expanding qualifying health plan options.

Key Policy Areas

Healthcare, Taxation, Medicare, Veterans Affairs, Indian Affairs

Primary Purpose

Expands eligibility for Health Savings Accounts (HSAs) by allowing Medicare beneficiaries, veterans, and Indian Health Service recipients to contribute, while increasing contribution limits and expanding qualifying health plan options.

Policy Domains

Healthcare Taxation Medicare Veterans Affairs Indian Affairs

Health Savings Account Modernization Act

Identified Gains
  • Medicare beneficiaries age 65+
  • Veterans without service-connected disabilities
  • Native Americans using Indian Health Service
  • High-income families seeking tax-advantaged savings
  • Health insurance companies offering Bronze/catastrophic plans
  • Married couples with HSAs
Model: N/A | Version: bill_summary_v2 | Source: rh
Married couples with HSAs:
Medicare beneficiaries age 65+:
Native Americans using Indian Health Service:
Veterans without service-connected disabilities:
High-income families seeking tax-advantaged savings:
Health insurance companies offering Bronze/catastrophic plans:
Identified Costs
  • Federal government (reduced tax revenue)
Model: N/A | Version: bill_summary_v2 | Source: rh
Federal government (reduced tax revenue):

Legislative Progress

Reported
Introduced Committee Passed
Feb 13, 2024

Reported with an amendment, committed to the Committee of the …

Sep 26, 2023

Ms. Van Duyne introduced the following bill; which was referred …

Stakeholder Effects

cui bono?

How this legislation distributes effects. Mention counts reflect frequency, not effect magnitude.

Taxpayers
8 mentions across 8 clauses
+8 positive

Consumers with Bronze or catastrophic ACA plans, HSA account holders, especially high-income families, HSA holders needing long-term care services

Financial Services
5 mentions across 4 clauses
+5 positive

Financial services firms managing HSAs, HSA custodians and administrators, Health insurance companies offering Bronze and catastrophic plans

Government
5 mentions across 5 clauses
-3 negative ?2 uncertain

Federal government tax revenue, Indian Health Service, Veterans Affairs healthcare system

Offices Of Mental Health Practitioners
1 mention across 1 clause
+1 positive

Mental health service providers

+1 positive

Long-term care providers

Home Health Care Services
1 mention across 1 clause
+1 positive

Home health care services

10/10
sections analyzed
Full impact breakdown

Bill Structure & Actor Mappings

Who is "The Secretary" in each section?

Domains
Healthcare Taxation

Key Definitions

Terms defined in this bill

2 terms
"high deductible health plan (expanded)" §223(c)(2)(H)

Includes Bronze plans and catastrophic plans under the Patient Protection and Affordable Care Act

"qualified medical expense (clarified)" §223(d)(2)(A)

Includes qualified long-term care services as defined in section 7702B(c)

We use a combination of our own taxonomy and classification in addition to large language models to assess meaning and potential beneficiaries. High confidence means strong textual evidence. Always verify with the original bill text.

Learn more about our methodology