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Questions tagged [hsa]

For questions that relate to health savings accounts in the USA and health spending accounts in Canada, and any similar accounts in other jurisdictions. Use with an appropriate country tag.

5
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1answer
57 views

HSA Eligible Expense: Prepayment

I started a HDHP medical plan and HSA account on 1/1/2019. We then had our first child on 1/8/2019. The OB/GYN office took a prepayment for the delivery services before 1/1/2019. So the question is: ...
2
votes
1answer
54 views

Co-enrolled in HSA and Non-HSA health plans

I was unemployed for all of 2017. So, during open enrollment for 2018, my girlfriend’s company agreed to put me on her HSA health plan as a domestic partner. She and her company were contributing to ...
1
vote
1answer
89 views

Credits, Refunds & Reimbursements made prior to April 15th for Prior Year HSA Qual Disbursements

Apr '19: I've recently worked w/ my HSA trustee/custodian (my CU) to correctly code HSA reimbursements transactions in early 2018 for HSA Qualified Distributions in 2017. Same for 2019/2018. So we ...
3
votes
0answers
39 views

Can I defer starting Medicare if 65 and on COBRA after a lay-off? (HSA, COBRA, and Medicare)

I turned 65 in February, am still working full-time, and have medical insurance through my company that qualifies me to defer signing up for Medicare. I've been contributing the maximum to my HSA ...
3
votes
0answers
44 views

What defines a transportation-related medical expense to be “primarily for, and essential to, medical care”?

I'm trying to understand which transportation-related medical expenses are IRS-Qualified Medical Expenses for health savings accounts (HSA). I understand that Publication 969 defines what HSAs are, ...
3
votes
0answers
144 views

Living abroad with Mexican insurance and HSA contribution

I am United States Citizen. I lived in Mexico all of 2015, I had a high deductible health plan (HDHP) from a Mexican insurance company all of 2015 as well. My plan meets United States IRS HDHP ...
3
votes
0answers
140 views

How do I gracefully transition from a standard medical plan to an HDHP with a non-calendar plan year and multiple FSAs?

My family is on my wife's insurance and FSA which is on a non-calendar plan year (June to July), with the additional FSA through my employer which is on a standard calendar plan year (January to ...
2
votes
0answers
355 views

I overlooked to file Form 8889 (HSA contribution) on my tax return. Should I file an amended return?

I filed a 1040NR-EZ tax return. Only after I mailed it, I realized that I had an HSA which requires Form 8889 and the non-simplified 1040NR to be filed. My W-2 does show a W contribution in Box 12. ...
2
votes
0answers
36 views

Funding an HSA with a one-time rollover from an IRA: Documentation trail

I know it's possible to make a one-time rollover from an IRA to an HSA (i.e., up to the amount allowed by the HSA). It's possible I already did this about 10 years ago. The paperwork I have on hand ...
1
vote
0answers
30 views

Health Management Reimbursement Accounts (HMRAs / HMAs)

I recently heard about an interesting alternative to HSAs called "Health Matching Account Services" ("HMRAs"/"HMAs"). However, most of what I can find out about them is on the very website of their ...
1
vote
0answers
22 views

I accidently signed up for HSA and paid the money back to the state I work for

I accidently signed up for HSA and paid the money back to the state I work for. Yet my W-2 still reported $1798.37 in box 4 for HSA and I rcvd a 5498-SA form for $1194.12, the amount I paid back. I ...
1
vote
0answers
823 views

How to report end of year value of HSA account?

I need to list the HSA account balance as of December 31, 2017. It would seem to be simple to just retrieve from the 1099-SA as it shows the value of the account on that date. Let's say the account at ...
1
vote
0answers
99 views

Spouse Pre-Tax HSA Contribution

My wife and I each have (unrelated) individual insurance through our respective employers, one Blue Cross/Blue Shield, the other Aetna. Because I already have a HDHP with an HSA, she is barred from ...
1
vote
0answers
38 views

I contributed to an HSA in 2014 that was supposed to be for the previous year, but wasn't

When I contributed to my HSA in 2014, it was supposed to be for the year 2013. This wasn't done. Can I correct this? Thanks,
0
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0answers
22 views

Can an ESOP employer match contributions to an HSA?

Can an ESOP employer match contributions to an HSA? How can you optimize your HSA?
0
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0answers
22 views

What are the upsides and downsides of doing an HSA rollover contribution vs. an HSA trustee-to-trustee transfer in the United States?

In the United States, what are the upsides and downsides of doing an HSA rollover contribution vs. an HSA trustee-to-trustee transfer? I am aware that: one cannot do more than one HSA Rollover ...
0
votes
0answers
44 views

How to report HSA capital loss on California tax returns, Schedule CA 540 form?

How do we report Capital losses on HSA for California State taxes form schedule 540? Do we need to attach Schedule D (of CA)?