Insights (32)
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IRS 2024 HSA contribution limits
The IRS announced an increase in HSA contribution limits for the 2024 tax year.
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Transfer your HSA
Save time by combining your HSA funds into one account with Optum Financial.
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HSA-FSA card: Pay the smarter way
Your card is the most convenient way to pay for qualified expenses. You also save an average of 30% since you're using pretax funds.
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HSA Tax Center
Questions about your taxes? We're here to help. You can get copies of your most recent tax forms by signing in to your account.
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Health savings account (HSA) webinars
Are you making the most of your HSA? Check out a live webinar offered by Optum Financial and get answers to your questions from an HSA expert.
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Claims resource center
Claims can feel complicated. The process to get reimbursed doesn't have to be. Find answers and resources to simplify it below.
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HSA and FSA cards
You just swipe, save, and skip the extra steps, plus, you save up to 30%* because you’re using pre-tax dollars.
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Calculate your health savings
See how your health accounts can impact your wallet. Use our tools and resources to calculate how to save and pay for qualified expenses.
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Health Savings Checkup tool
Estimate health care costs during retirement.
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Optum Financial mobile app
Save time and take control with our advanced mobile app. Download the app today.
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What is a dependent care FSA?
Learn how you can use tax-free money to pay for dependent care.
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HSAs: Part of Your Financial Plan
Learn more about how your HSA can be part of your broader financial planning to create a savings nest egg and potentially save big on taxes.
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HSAs and Medicare
Learn more about what happens to your HSA once you enroll in Medicare.
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Add a beneficiary to your HSA or MSA
Take a minute to ensure you have a beneficiary selected.
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Contribution limits
Max out your HSA this year with the contribution limit set by the IRS.
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HSA withdrawal correction form
This form can be used to redeposit funds withdrawn in error and cannot be used to correct an Excess Contribution Return.
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How to file a claim
Learn how to file a claim for an out-of-pocket expense using your flexible spending account (FSA). It’s easy.
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HSA investment overview
Watch this video to learn more about how to set up your investment account — and start investing today.
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Spending your FSA dollars
Learn more about how to manage your FSA funds so you don't lose them.
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The five stages of your HSA journey
Learn more about the five-stage journey we go through as we save and pay for qualified medical expenses.
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Options to Invest Your HSA
This video shows you the differences between your two investment options and how to get started.
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How to upload a receipt
You made an eligible purchase with an Optum Financial payment card. Learn how to upload an itemized receipt or an explanation of benefits.
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New account holder checklist
Make sure you're making the most of your new HSA with these easy steps.
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Manage your HSA contributions
Are you taking full advantage of all your HSA's tax benefits by contributing the maximum each year?