I paid medical expenses with my credit card and want to reimburse myself from HSA

[rslgarcias8]

I paid 600 USD with my credit card (0% apr) for my dentist appointment because I didn't have enough funds in my HSA. Now I want to start reimbursing myself from the HSA every month $100. 

Is it that ok? What do I need to do? What will I need to do at the moment of filing my taxes (will I need to itemized)? 

[Bsch4477 · Accepted solution]

Yes, you can reimburse yourself from your HSA for a past medical expense, even if you didn't have funds in the account at the time the expense was incurred, as long as you have the receipts and the account was open when the expense occurred

. There is no time limit for requesting reimbursement, but you must keep the receipts to prove the expense was qualified. At tax time you will get a form documenting your withdrawal and then you just report that the withdrawal was for a qualified medical expense.