topic Medical expenses in Deductions & credits

Medical expenses

parthi-radha — Thu, 06 Jun 2019 10:33:10 GMT

1.Can i include copay and deductibles paid through FSA card under “Medical Expenses”? These expense includes child-birth, post child-birth consultation, and other illness for the insurance covered family members (myself, spouse and new born).
2. Few medical bills were processed in early Jan 2017 for which the actual service was provided in late Dec 2016. Can these be claimed under 2016 tax filing?

Per IRS Publication 502, "You can't include in medical ex...

ThomasM — Thu, 06 Jun 2019 10:33:12 GMT

Per IRS Publication 502, "You can't include in medical expenses amounts for which you are fully reimbursed by your flexible spending account if you contribute a part of your income on a pre-tax basis to pay for the qualified benefit."

Assuming your FSA account was funded with pre-tax dollars thru payroll deferrals, then you cannot claim medical expenses paid from that account.