FSA Tools and IRS Links

Caution! Expenses qualify for reimbursement under an FSA or HRA when the expense is incurred. The IRS defines incurred as when the service is provided that gives rise to the expense, not when billed or paid. Therefore, expenses cannot be claimed at the time pre-paid. These qualify when the provider charges for services actually provided.

Caution! Insurance premiums and long-term care expenses do not qualify for reimbursement under the Health Care FSA. These qualify as an itemized deduction and are therefore included in the list of qualified items in IRS Publication 502 but do not qualify for the FSA.

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