<@U04EQ1L14HG> If I select Maximum Contribution un...
# right-capitalb
brash-raincoat-84042
02/11/2025, 5:27 PM@mysterious-tomato-10057 If I select Maximum Contribution under Savings > HSA account, it assumes family max, not individual max. Is there a setting I'm missing or do I need to just enter the flat $ amount myself?
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mysterious-tomato-10057
02/12/2025, 3:24 PMprobably manual but i’ll ask the team
mysterious-tomato-10057
02/12/2025, 3:31 PMIf there is one client added within the Profile > Family tab, we will follow the Single Contribution Limits.
If there are two clients added within the Profile > Family tab, we will follow the Family Contribution Limits.
If there is one client and at least 1 child entered in the Profile > Family tab, we will follow the Family Contribution limits.
The Katz plan has two children and two clients, therefore maxing out contributions will follow the family contribution limits.
If you want to bypass this, you can enter the flat dollar amount for savings!
Please let me know if you have any questions regarding this!
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