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Which Expenses Qualify for Tax-Free Treatment Under a Health FSA, HRA or HSA?

You likely serve clients that offer a health flexible spending arrangement (health FSA), health reimbursement arrangement (HRA) or health savings account (HSA) for employees — or perhaps you even work for one of these companies yourself.

If you fall into any of these categories, you will need to be able to explain the federal tax laws that govern whether an expense is for medical care to your clients or employer — because expenses must be for medical care to qualify for reimbursement from a health FSA or HRA or for tax-free distribution from an HSA. This special report provides an overview of some of the most commonly asked questions relating to qualifying Health FSA, HRA and HSA expenses.

Related Resources

Our web-based Health Care Expenses Table makes it easier for employers, employees, administrators and others to determine what expenses will qualify for reimbursement under a health FSA or HRA or for a tax-free distribution from an HSA. It classifies over 350 common health care expenses as being a qualifying expense, not a qualifying expense or a potentially qualifying expense. With the purchase of a license, you can make our Health Care Expenses Table available on your password-protected website, where employers, employees, administrators and others can find answers to their questions.

Learn more

One of the nation’s leading resources for cafeteria plan sponsors and administrators, EBIA’s Cafeteria Plans discusses just about every cafeteria plan design and administration issue. It provides in-depth coverage of legal requirements for cafeteria plans, health FSAs and DCAPs and also features practical, real-world examples, tips, tables, checklists and sample documents to keep you in compliance and on top of new developments.

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Which Expenses Qualify for Tax-Free Treatment Under a Health FSA, HRA or HSA?


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