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Calcimator

FSA vs HSA Comparison Calculator

Compare the tax savings and long-term value of Flexible Spending Accounts (FSA) vs Health Savings Accounts (HSA).

HSA Projected Balance

$14,783.60

HSA Long-Term Advantage

$15,783.60

Inputs

$
$
%
%
years

Comparison

FSA Annual Tax Savings

$889.50

FSA Forfeited (Use-It-or-Lose-It)

$1,000.00

FSA Net Annual Benefit

-$110.50

HSA Annual Tax Savings

$889.50

Account Balance Over Time

Figures current as of 2026. Sources: IRS Rev. Proc. 2025-32, IRS Rev. Proc. 2025-19

How to Use This Calculator
  1. Enter your expected annual healthcare out-of-pocket expenses.
  2. Select your tax bracket to see the tax-savings calculation.
  3. Enter your employer's FSA or HSA contribution (if any).
  4. Compare the FSA vs HSA net savings outputs side by side.
  5. Note that HSA funds roll over year to year while FSA funds generally do not.

How the result changes with Planned Contribution

Planned ContributionHSA Projected BalanceHSA Long-Term Advantage
$1,325.00$0.00$0.00
$3,388.00$20,519.64$21,907.64
$5,863.00$35,480.64$37,177.14
$7,925.00$35,480.64$37,177.14

What each input means

Expected Annual Medical Expenses
Your anticipated out-of-pocket medical costs this year.
Planned Contribution
How much you plan to contribute. FSA max is $3,400; HSA max is $4,400 (individual).
Marginal Tax Bracket
Your federal marginal income tax rate.
HSA Investment Return
Expected annual return if you invest your HSA balance. 0% if you keep it in cash.
Years to Project
Number of years to project the HSA investment growth.

How this is calculated

Worked example, using the default values

  1. Identify Input Parameters
    4 parameters
    Expected Annual Medical Expenses = 2000, Planned Contribution = 3000, Marginal Tax Bracket = 22, HSA Investment Return = 7 = 5 input(s) provided
  2. Calculate HSA Projected Balance
    14783.6 = $14,783.6
  3. Calculate HSA Long-Term Advantage
    HSA Long-Term Advantage
    15783.6 = $15,783.6
  4. Calculate FSA Annual Tax Savings
    FSA Annual Tax Savings
    889.5 = $889.5
  5. Calculate FSA Forfeited
    FSA Forfeited
    1000 = $1,000

Figures and sources

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