KrisD
Intuit Alumni

Retirement tax questions

The rebate or reimbursement is tax-free.

You do not need to report the reimbursements as income, however you would need to reduce your medical deduction by the reimbursement amount.

In the TurboTax programs you would list it as medical reimbursement when entering medical expenses.

"A Health Reimbursement Arrangement (HRA) is an account that has been established for you and funded by IBM. You can use the funds in your HRA to receive reimbursements for eligible health care expenses up to the allocated amount. The HRA is tax-free—that is, you do not owe any taxes on the money in your HRA. IBM has established certain requirements that you must meet in order to qualify for the HRA funding, which are explained in the next answer."

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