Document pack
HSA and Dependent Care FSA Planner: Annual Planning Workbook, Receipts Log and Eligible Expense Checklist
Pick your HSA and dependent care FSA amounts at open enrollment and keep the receipts that back them up.
$12 one time · Word and PDF · download link by email
Who it is for
Households choosing HSA and dependent care FSA amounts, including people newly HSA-eligible through a bronze or catastrophic marketplace plan or direct primary care.
Why it is different
- Covers the 2026 HSA eligibility changes and their effective dates.
- Uses the new $7,500 dependent care FSA limit and the earned income cap.
- Every figure is cited to an IRS revenue procedure, notice or publication.
What is inside
- Annual planning workbook (Excel). HSA limit by months and age, room left after employer money, the dependent care FSA cap, per-paycheck amounts and a receipts log.
- Start here: 2026 and 2027 limits. HSA limits, the bronze, catastrophic, direct primary care and telehealth changes with dates, and the $7,500 dependent care limit.
- Receipts log. A printable log for paper receipts from either account.
- Eligible expense checklist. How to check an expense against IRS Publications 502, 969 and 503.
A look inside
The first pages, as you will get them
Get it
HSA and Dependent Care FSA Planner
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. A planner for your own figures, not tax, legal, medical or financial advice. Your employer's plan can set lower limits. Not affiliated with the IRS. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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