I-akhawunti yakho ye-akhawunti ye-Flexible Spending Account (FSA) Ngemuva kokulahlekelwa kukaJobe

Sebenzisa iziKhwama zakho ze-FSA Ngaphambi Kokuyeka Umsebenzi Wakho

Unayo i-akhawunti yokusebenzisa imali evumelana nezimo ezikukhokhela izindleko zezokwelapha ezifana nomshwalense wakho wezempilo onqunyelwe ukukhokhelwa , i- copays , ne- coinsurance ? Ingabe usuzoqedwa, ushiye umsebenzi, noma uthathe umhlalaphansi? Ukwazi ukuthi kuzokwenzekani ku-akhawunti yakho ye-Flexible Spending uma ulahlekelwa umsebenzi wakho kuzokusiza wenze izinqumo ezihlakaniphile.

I-Akhawunti Yakho Yezindleko Zokusebenzisa I-Flexible Ixhunywe Ngomsebenzi Wakho

Ikhono lakho lokusebenzisa i-FSA yakho lixhunyaniswe nomsebenzi wakho.

Kodwa-ke, uma uvumelekile ukufakwa kwe-CSA ye-FSA yakho, ungahle uqhubeke usebenzisa iFSA yakho ngisho nangemva kokulahlekelwa noma ukuyeka umsebenzi wakho.

Uma ukwandiswa kwe-COBRA ye-FSA yakho kuyatholakala, kubalulekile ukukhumbula ukuthi umqashi wakho wangaphambili ngeke afane neminikelo ye-FSA egameni lakho, noma ngabe benza kanjalo uma uqashwe. Esikhundleni salokho, uzobe wenza leyo micala ngemali yentela emva kwezimali, kanye nemali yokuphatha yephesenti engu-2.

Ngakho ayikho inzuzo eqhubekayo yentela yokukhetha i-COBRA ye-FSA, ngaphandle kwekhono lokucela ukubuyiselwa kwezimali ezazisaseFSA lapho kulahlekelwa umsebenzi.

Kwenzekani Emalini Ye-FSA Yami Lapho Ukuphela Kwami Kuphela?

Imali eshiywe ingasetshenzisiwe ku-FSA yakho iya kumqashi wakho ngemuva kokuyeka noma ukulahlekelwa umsebenzi wakho ngaphandle kokuthi uvumelekile futhi ukhethe ukukhishwa kwe-CSA kwe-FSA yakho.

Ngisho noma ukwazi ukuqhubeka ne-FSA yakho ne-COBRA, imali yakho ye-FSA ayikwazi ukusetshenziselwa ukukhokhela izinkokhelo zomshuwalense wezinyanga zonyaka we-COBRA, futhi ingasetshenziselwa amaphrimiyamu omshwalense wezempilo okungewona we-COBRA njengalezo ezinikezwe ngempilo yombuso ngamunye umshwalense wokushintshanisa

Uma ungafanelanga ukuqhubeka ne-FSA yakho nge-COBRA, uzozama ukusebenzisa imali ku-akhawunti yakho ye-Flexible Spending ngaphambi kokuba umsebenzi wakho uphele ukuze ungalahlekelwa imali.

Indlela Yokusebenzisa Imali Yakho Ye-FSA Futhi Ngisho Nokuphuma Ngaphambili

Ake sithi ushiya umsebenzi wakho ngo-Mashi, futhi ufuna ukusebenzisa i-FSA yakho.

Izindaba ezinhle ukuthi kungenzeka ukuthi uthathe imali engaphezulu kwe-FSA yakho kunokuba ufake kuso. Kanjani? I-FSA yakho izokhokha izindleko zezokwelapha ezifanele kuze kube semali oyizibophezele ukufaka isandla kulo lonke unyaka, ngisho noma ungakanikeli lokho okuningi okwamanje.

Ake sithi uvumile ukufaka imali engu-$ 2,000 phakathi nonyaka. Ngomhla kaFebhuwari, unikele nge $ 333 uma uphula i-wrist. I-FSA yakho izokubuyisela yonke imali engu-$ 2,000 othembise ukuyofaka yona kulo nyaka, noma ngabe wenze kuphela imali engu-333 eminikelweni ye-FSA kuze kube manje.

Uma ngabe ushiye umsebenzi wakho noma ulahlwe ekuqaleni kuka Mashi, akudingeki ukhokhe umehluko we $ 1,667 emuva. Akunakubali ngisho nokuthola imali engenayo.

Kwenzekani nge $ 1,667 okufanele ube nomnikelo kodwa awuzange? Umqashi wakho uthatha u-$ 1,667 hit wezimali. Kodwa, ungazizwa unecala kakhulu. Lezi zindleko zomqashi zikhokhiswa yizimali ezingasetshenzisiwe eziqashiwe umqashi ngabanye abasebenzi ekupheleni konyaka (kuye ngokuthi imithetho yomqashi, kuze kufike ku-$ 500 ingaqhutshwa ngonyaka ozayo ku-FSA, noma umqashi wakho angavumela abasebenzi izinyanga ezimbili nangesigamu emva kokuphela konyaka ukusebenzisa izimali ze-FSA ezisele-kodwa ngaphandle kwalezo ezingekho, izimali ze-FSA ezisele ku-akhawunti zilahlekelwa unyaka ngamunye).

Uma ungaguli, akukho ukukhathazeka. Kunezindlela ezihlukahlukene zokusebenzisa imali yakho ye-FSA ngokushesha. Nazi ezinye zezindlela:

Ama-FSA ayengaguquki ngokomthetho we-Tax Cuts and Jobs Act

Ngo-December 2017, abameli beRiphabliki baphumelela ngo-HR1, babamba uMthetho wokuThuthwa kweNtela noMsebenzi. Umthetho awuzange wenze ushintsho emithethweni ephathelene ne-FSAs. Ukuhlelwa kwangaphambili kwe-House House ka-HR1 bekuyoqeda ukunakekelwa kwe-FSA, okuvumela abasebenzi ukuba bagcine imali engama-$ 5,000 ngonyaka kwi-FSA ekhethwe izindleko zokunakekela izingane. Kodwa iNdlu yashintsha umthethosivivinywa ngoNovemba 2017 ukuze izinsizakalo ze-FSA zingaxoshwa.

Ukunakekelwa kwe-FSAs enokwethenjelwa kuhlukile kwi-FSA yezokwelapha, kodwa kokubili kuhlale kuqinisiwe ngaphansi kwe-Bill ye-GOP yokuvuselelwa kwentela.

Nge-HSA, Ungayithatha Nakho Lapho Uhamba

Uma umqashi wakho enikeza uhlelo lwezempilo oluphakeme olufanelekayo lwe-HSA (HDHP) futhi ubhalisa kulo, uzoba nenketho yokubeka imali kwi-akhawunti yokulondoloza impilo (HSA). I-HSA ikuvumela ukuthi ulondoloze imali yentela ngaphambi kokukhokhela izindleko zezokwelapha, njenge-FSA. Kodwa izinzuzo zentela ze-HSA zinamandla kakhulu kunezo ze-FSA .

Kukhona umehluko omkhulu phakathi kwe-FSAs ne-HSAs , naphezu kokuthi bobabili indlela ekhokhelwa intela yokukhokha izindleko zezokwelapha. Uma une-HSA futhi ushiya umsebenzi wakho, imali iyahamba nawe. Lokhu kuyiqiniso noma ngabe imali ku-HSA yakho ibekwe ngumqashi wakho egameni lakho (ngokungafani neminikelo yakho). Futhi akukho "ukuyisebenzisa noma ukulahlekelwa" nokulawulwa kwama-HSA, ngakho-ke uma ungadingi ukusebenzisa izimali zakho ze-HSA zezindleko zezokwelapha futhi wena (kanye / noma umqashi wakho) uye wafaka imali ku-HSA iminyaka eminingana, wena ingaba nesitoreji esihle sokulondoloza ku-akhawunti.

Uma ushiya umsebenzi wakho, yonke leyo mali isabakho. Uma ushintsha ku-HDHP entsha (noma ugcine i-HDHP yakho nge-COBRA), ungaqhubeka nokufaka imali ku-HSA yakho. Uma ushintshela ohlelweni lomshuwalense wezempilo olusha olungelona i-HDHP (isibonelo, mhlawumbe umqashi wakho omusha unikezela uhlelo lwezempilo olungenalo i-HSA-olufanelekayo), awukwazi ukufaka enye imali ku-HSA yakho (kuze kube uma futhi uma unesifo se-HDHP futhi), kodwa ungaqhubeka ukuhoxisa imali ku-HSA ukumboza izindleko zakho zezokwelapha ngaphandle kwepulani lakho elisha.

Ngakho-ke ukuthatha lokhu ukuthi uma une-HSA, akudingeki ukuba uhlasele ukusebenzisa imali ku-akhawunti uma uhlela ukushiya umsebenzi wakho-noma ekupheleni konyaka ngamunye.

Futhi enye indawo lapho i-HSA ithatha khona i-FSA yukuthi uma unemali ku-HSA yakho uma ushiya umsebenzi, ungasebenzisa izimali zakho ze-HSA ukukhokhela izinkokhelo ze-COBRA noma izinkokhelo zemishwalense yempilo akhokhelwa ngenkathi uthola izinzuzo zokungasebenzi. Izimali ze-FSA azikwazi ukusetshenziselwa ukukhokha noma yiziphi izinhlobo zemishanguzo yomshuwalense wezempilo, kungakhathaliseki isimo.

> Imithombo:

> Congress.gov. I-HR1 - Umthetho wokuhlinzekela ukubuyisana ngokuhambisana nezihloko II no-V zesinqumo esiphelele kwisabelomali sezimali > ngonyaka ka 2018 >. > Yenzelwe 12/22/2017.

> I-FSA Feds. I-FSA Yokunakekelwa Ethembekile.

> Isevisi yangaphakathi yeNgeniso, Isaziso sika-2013-71 .

> Isevisi yangaphakathi yeNgeniso, Isaziso 2015-87 .

> Insizakalo yangaphakathi yeNgeniso, Hlela manje ukusebenzisa Amalungiselelo okuHlelwa kweMpilo eFlexible ngo-2018; Banikela ku-$ 2,650; Inkokhelo ye-Carryover engu- $ 500 Iyatholakala Kwabaningi. NgoNovemba 15, 2017.