I had 2016 medical expenses exceeding 10% AGI. I also paid some 2015 medical expenses with my HSA in 2016. Are these 2015 expenses Qualified Medical Expenses for 2016?

lkempschneider3 · ‎May 31, 2019

I established my HSA in 2014.

Bsch4477 · ‎May 31, 2019

Expenses paid with distributions from an HSA cannot be a medical deduction on Sch A since that deduction was already given to you when you funded the HSA.

But if your question is "Is a 2015 medical expense paid with HSA funds in 2016 a qualified medical expense in terms of being a qualified expense for the purpose of using money from the HSA", the answer is "yes".

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Bsch4477 · ‎May 31, 2019

Expenses paid with distributions from an HSA cannot be a medical deduction on Sch A since that deduction was already given to you when you funded the HSA.

But if your question is "Is a 2015 medical expense paid with HSA funds in 2016 a qualified medical expense in terms of being a qualified expense for the purpose of using money from the HSA", the answer is "yes".

I had 2016 medical expenses exceeding 10% AGI. I also paid some 2015 medical expenses with my HSA in 2016. Are these 2015 expenses Qualified Medical Expenses for 2016?