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Retirement tax questions
@elong wrote:
I used some of the money in the account to pay my medical premiums + other medical bills.
Where do I enter this in the medical part of my tax forms?
You have to tell us more about the kind of account.
A "health reimbursement arrangement" (HRA) is funded entirely by the employer. The employer may pay or reimburse qualifying expenses, but may not pay leftover funds to the employee under any circumstance. The employee is not allowed to contributed anything. The employer funds the account with a set dollar amount at the beginning of the year. Ununsed funds can either carry forward to next year, or return to the employer, at the employer's choice, but can never be paid to the employee without a qualifying expense.
If this is an HRA, you don't report anything on your tax return. The reimbursement is not income, and you can't list reimbursed expenses as deductible medical expenses.
If this is some other kind of arrangement such as an HSA (health savings account) or something else, you may receive a form 1099-SSA to report your reimbursements. That must be reported.