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New Member
posted Jun 6, 2019 10:31:48 AM

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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1 Best answer
Level 15
Jun 6, 2019 10:31:50 AM

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

1 Replies
Level 15
Jun 6, 2019 10:31:50 AM

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