--- title: "HSA and Dependent Care FSA Planner: Workbook and Log | MCC" description: "Set 2026 or 2027 HSA and $7,500 dependent care FSA amounts per paycheck, log receipts, and check expenses against IRS Publications 502, 969 and 503." url: "https://mcc-solutionsnj.com/toolkits/hsa-dependent-care-fsa-planner" --- 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 · 14-day full refund · Word and PDF · download link by email Buy now, $12 Free sample 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) 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. Not the right fit if You have neither an HSA nor a dependent care FSA, or you need advice on which health plan to choose. 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 [![Page 1 of the Start Here 2026 and 2027 Limits (HSA and Dependent Care FSA Planner)](/img/toolkits/hsa-dependent-care-fsa-planner/doc-1.webp)](/img/toolkits/hsa-dependent-care-fsa-planner/doc-1.webp) First page of Start Here 2026 and 2027 Limits [![Page 1 of the Receipts Log (HSA and Dependent Care FSA Planner)](/img/toolkits/hsa-dependent-care-fsa-planner/doc-2.webp)](/img/toolkits/hsa-dependent-care-fsa-planner/doc-2.webp) First page of Receipts Log Get it ## HSA and Dependent Care FSA Planner Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=hsa-dependent-care-fsa-planner) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. 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. Ways to get it ## Just this kit, or more This kit **$12 one time** HSA and Dependent Care FSA Planner. Buy this kit Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The HSA and Dependent Care FSA Planner comes as a zip with three documents, each as an editable Word file and a printable PDF: Start Here 2026 and 2027 Limits, Receipts Log, and Eligible Expense Checklist, plus an Excel workbook (Annual Planning Workbook). The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** A planner for your own figures, not tax, legal, medical or financial advice. **Is it up to date for 2026 and 2027?** It covers 2026 and 2027 HSA limits, the 2026 HSA eligibility changes and their dates, and the $7,500 dependent care FSA limit. Your employer's plan can set lower limits. Free sample ### Try one page first Get a real page or file from this product by email. We send one confirmation email, and no series follows. Also from MCC Solutions [### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook)[### Sales-Channel Profit Tracker Which channel makes you money, and which one only looks busy? 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