Can you use a Flex account FSA refund for services received in 2018 for 2019 medical expenses, or does the $500 refund need to be forgeighted? Use it or lose it rule

sgfakhro · ‎October 17, 2019

Refunded $500 in 2019 for Flex account spending in the 2018 plan year. Can you just use the $500 refund for medical expense spending in 2019, or should you report it to the IRS?

Really just need clarification on the Use it or Lose it rule with the IRS. I believe it’s article 125. Although this is for 2019 year, the same rules for the Carry over rule should remain the same

oops. Meant to say FSA.

called flex admin and they are going to help work on the Request and see what we can do to settle this. Thanks all. Would still like to see what my other alternatives are though.

Can you use a Flex account FSA refund for services received in 2018 for 2019 medical expenses, or does the $500 refund need to be forgeighted? *Use it or lose it rule*

Can you use a Flex account FSA refund for services received in 2018 for 2019 medical expenses, or does the $500 refund need to be forgeighted? Use it or lose it rule