HSA started in 2010, last month rule

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  • Gretel
    Senior Member
    • Jun 2005
    • 4008

    #1

    HSA started in 2010, last month rule

    Just need some confirmation. Client's employer started HSA in May of last year. Before they had a cafeteria plan. Since I will be using the last month rule, I can disregard that she was not eligible until May, right?
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