Solved: HSA Distribution - Date is Service in prior year. Received bill in current.
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HSA Distribution - Date is Service in prior year. Received bill in current.

 Hello, in December of last year I incurred about $500 in medical charges. However I did not receive my bills until January 2018. I opened up an HSA account on January 1. Am I eligible to use this account to pay for expenses that I incurred last December since they were billed after I open the account. Or since date of service is last year they are not qualified?

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Level 15

HSA Distribution - Date is Service in prior year. Received bill in current.

Sorry, no.  Account must be open before the charge was incurred, not when it was billed.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

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Level 15

HSA Distribution - Date is Service in prior year. Received bill in current.

Sorry, no.  Account must be open before the charge was incurred, not when it was billed.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

View solution in original post

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