Candor

Is Concierge medicine retainer fees HSA-eligible?

Only with a Letter of Medical Necessity

It depends on structure: fees that fit the DPC definition qualify under the DPC caps; access-only retainer fees that don't buy actual care generally don't.

IRS authority

IRS Notice 2026-05 (DPC rules); Pub. 502 · effective 2026-01-01

Worth knowing

Ask the practice whether fees fit the OBBB DPC definition — and remember the monthly cap cliff.

Category: DPC · Bucket B (Eligible with a Letter of Medical Necessity)

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Log the receipt with your supporting documentation.

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Informational only — not tax, legal, or medical advice. Consult a qualified tax professional about your situation. Rules version 2026-08-15, last verified July 2026.

All eligibility answers · Candor — the HSA shoebox