Is there a form to add a refund of a med. expense to my income for taxes I used my FSA for instead of putting it back to the FSA? I am >65, still emp'd & have medicare A.

[emilyvee]

The amount in question is $420. I think it would be less expensive to pay the tax on it as the add'l income?

[NCperson]

@emilyvee - please restate the question

what I gather is: 

you have a $420 medical bill,

you have an FSA

you paid the bill and did not seek reimbursement from the FSA

what does "putting it back to the FSA" mean.  Getting reimbursed from the FSA? 

if you didn't get reimbursed from the FSA, the medical bill can be deducted on Schedule A (if you itemize and if your medical expenses exceed 7.5% of your income)

[Mike9241]

@NCperson  could it be that the OP is saying he did use his FSA to pay the bill and then got reimbursed? not clear at all. 

[rjs]

Here's a third interpretation. I think the OP is saying that she paid the expense from her FSA but wishes she hadn't. She would like to treat it as if she had paid it with after-tax money instead of from the FSA.

@emilyvee  You really need to clarify what you did and what you are trying to accomplish.

[emilyvee]

What happened is that I paid for what I was told was my responsibility of a medical procedure that ended up being an overcharge and got a refund for the amt I was overcharged. It was originally paid with my FSA that is funded with pre-tax money. I need to either refund it to my FSA or add it to my income for tax purposes on my Fed taxes next year. They have locked my FSA until this is resolved. I'd like to find out how to include it as add'l income & not pay back the FSA. How do I do that? My employer is clueless. The FSA people say my employer should know how. They do not. This was done in 2021 but refunded in 2022.

[rjs]

Just enter the refund as "other income" on your 2022 tax return. Check back in January if you need detailed instructions for entering other income. The 2022 forms and software won't be available until the end of the year, and the instructions might not be exactly the same as for 2021.

Since you received the refund in 2022, you can't report it as income until you file your 2022 tax return. Hopefully your employer will unlock your FSA if you just tell them that you found out how to report it, but it has to go on your 2022 tax return.