When Can I Reimburse Myself from My HSA 2018?

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HSA self-reimbursement timing and rule

Reimbursing yourself from your HSA (Health Savings Account) is a convenient way to cover eligible medical expenses using your own funds.

In 2018, you can reimburse yourself from your HSA at any time as long as the medical expenses were incurred after you opened your HSA account.

Remember, as long as the medical expenses were incurred after opening your HSA, you can reimburse yourself at any time, even years later.

One of the best features of a Health Savings Account (HSA) is the ability to reimburse yourself for qualified medical expenses. In 2018, as long as the expenses were incurred after you opened your HSA, you have the freedom to claim reimbursement whenever you need it.

Recordkeeping and eligible expense considerations

When it comes to using your HSA funds for reimbursement, here are some key points to keep in mind:

• You can reimburse yourself for qualified medical expenses dating back to the date your HSA was established.
• Make sure to keep all receipts and documentation to substantiate your expenses for tax purposes.
• Consider contributing receipts and documentation electronically for easy record-keeping.
• Understand which medical expenses are considered eligible for reimbursement from your HSA.