Health Coverage Planning

ACA Subsidy & Tax Optimizer

See if you qualify for help paying for health insurance under the Affordable Care Act, and how putting money into an HSA or a traditional 401(k) can lower your income enough to get a bigger discount — and increase your take-home pay.

Your household

Prices come from the CMS 2026 QHP Landscape file — the 2nd-lowest silver plan (SLCSP) in your county for a 21-year-old, adjusted for your family's ages.

Enter your total yearly income before taxes — everyone in the household combined. For most people this is the number on Line 11 of last year's Form 1040 ("adjusted gross income"), or roughly your W-2 wages plus any other income. It is not your take-home pay.

You
Your result
Subsidy eligible

Where you fall on the income scale

351% of poverty level

Poverty line for 1 person: $15,650/yr

Share of income you'd pay

10.0%

toward health insurance premiums

Full price of a benchmark plan

$8,066

per year, before any help

Government help you'd get

$2,588

about $216/month off your premium

What you'd actually pay: $5,478 per year ($457 / month)

Eligible for a 2026 premium tax credit.

Lower your income on paper, get more help

Money you put into an HSA (a special savings account for medical expenses, if you have a high-deductible health plan) or a traditional 401(k) doesn't count as income for taxes — or for ACA subsidies. Contributing more can qualify you for a bigger insurance discount and a lower tax bill. Drag the sliders below to try it, or use the "Suggested" row.

2026 max you can contribute: $4,400 (just you plan)

$0$0$4,400

Includes traditional 401(k), 403(b), 457(b), the federal TSP, or a SIMPLE IRA. 2026 max: $24,500

$0$0$24,500
ScenarioIncome (after contributions)Poverty level %Insurance discountYou pay for insuranceFederal tax + FICAMoney in your pocket
Do nothing$55,000351%$2,588$5,478$8,628
$40,895
Your choice (from the sliders above)$55,000351%$2,588$5,478$8,628
$40,895
Suggested (maximizes take-home): put $0 in HSA$55,000351%$2,588$5,478$8,628
$40,895

How "money in your pocket" is calculated: your income, minus what you put into the HSA and 401(k), minus federal income tax, minus Social Security & Medicare tax (7.65% — you skip this on HSA contributions made through payroll, but not on 401(k) contributions), minus what you actually pay for insurance after the discount. State income tax isn't included.

Methodology & sources

This is an educational estimator, not tax or legal advice. Actual subsidy amounts and Marketplace premiums vary by rating area, insurer, and plan year. For an exact quote and to enroll, use HealthCare.gov or your state's Marketplace.