+1 about keeping the documentation. In other BH threads, folks have reported being auited for large HSA distributions and needing to provide documentation to the IRS.In addition to the other replies:Question on Fidelity HSA account: what information does Fidelity require to get reimbursed?
I have a pile of scanned receipts some itemized and some not. Does Fidelity require details of service or medication/prescription name? Also Walgreens for example just shows "FSA RX xxxxx" as a line item on their receipts - will it be accepted?
Any intel will be appreciated!
You'll get a Form 1099-SA for the HSA distribution. Report the distribution and qualified expenses on your tax return on Form 8889 on lines 14a and 15. Keep sufficient documentation for a while in case of audit.
Statistics: Posted by anon_investor — Thu Oct 31, 2024 12:24 am — Replies 7387 — Views 1422980