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Boombaby99
January 12, 2025
Question

Are HRA Reimbursements Reportable on Tax Return

  • January 12, 2025
  • 1 reply
  • 0 views

Under what circumstances are HRA reimbursements reportable on income tax return? Do third party administrators of HRA plans issue some sort of 1099 for reimbursements? When are HRA reimbursements considered taxable income?

1 reply

O
Opus 17
Employee
January 12, 2025

HRA reimbursements are taxable if they are more than the medical expense (excess reimbursement).  HRA reimbursements would also be taxable if you paid the expense last year, took a tax deduction, and then got reimbursed this year, because it would be a reimbursement of a previous deduction.  HRA reimbursements would also be taxable if you used an HSA to pay the same expense, since that would be double dipping.

 

But most of the time, HRA reimbursements are not taxable and you will not get any tax paperwork from the plan. 

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