Skip to main content
June 1, 2019
Solved

I had 2016 medical expenses exceeding 10% AGI. I also paid some 2015 medical expenses with my HSA in 2016. Are these 2015 expenses Qualified Medical Expenses for 2016?

  • June 1, 2019
  • 1 reply
  • 0 views

I established my HSA in 2014.

Best answer by Bsch4477

Expenses paid with distributions from an HSA cannot be a medical deduction on Sch A since that deduction was already given to you when you funded the HSA.

But if your question is "Is a 2015 medical expense paid with HSA funds in 2016 a qualified medical expense in terms of being a qualified expense for the purpose of  using money from the HSA", the answer is "yes".

1 reply

Bsch4477Answer
Employee
June 1, 2019

Expenses paid with distributions from an HSA cannot be a medical deduction on Sch A since that deduction was already given to you when you funded the HSA.

But if your question is "Is a 2015 medical expense paid with HSA funds in 2016 a qualified medical expense in terms of being a qualified expense for the purpose of  using money from the HSA", the answer is "yes".