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Deductions & credits
Filing status is irrelevant to using HSA funds. Per the IRS, HSA funds can be used for qualified medical expenses.
Qualified medical expenses are those incurred by the following persons.
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You and your spouse.
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All dependents you claim on your tax return.
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Any person you could have claimed as a dependent on your return except that:
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The person filed a joint return,
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The person had gross income of $4,200 or more, or
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You, or your spouse if filing jointly, could be claimed as a dependent on someone else’s 2019 return.
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Pub 969 Tax-Favored Health Plans
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February 17, 2020
5:10 PM