turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Retirement medical savings account disbursements. do I need to claim them as reimbursed medical costs?

I received distributions from my PEHP-Z to cover the amount of health insurance premiums that were deducted from my retirement pension. Do I need to report this?

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
PaulaM
Expert Alumni

Retirement medical savings account disbursements. do I need to claim them as reimbursed medical costs?

You do not need to report the distributions on your tax return.

Post Employment Health Plan (PEHP) is a tax-free, defined-contribution health reimbursement
arrangement. It allows for money to be set aside to pay for future medical expenses. All contributions,
accumulations, and reimbursements are tax exempt.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
PaulaM
Expert Alumni

Retirement medical savings account disbursements. do I need to claim them as reimbursed medical costs?

You do not need to report the distributions on your tax return.

Post Employment Health Plan (PEHP) is a tax-free, defined-contribution health reimbursement
arrangement. It allows for money to be set aside to pay for future medical expenses. All contributions,
accumulations, and reimbursements are tax exempt.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies