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

archiethejew · ‎June 6, 2019

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?

PaulaM · ‎June 6, 2019

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

PaulaM · ‎June 6, 2019

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"

Expert does your taxes

Do it yourself

Resources

Support

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