Always keep your receipts!
In case of an IRS audit, they want to know that:
- The distribution was used to pay for or reimburse you for a qualified expense.
- You didn’t get reimbursed for that same expense from somewhere else.
- The expense was not part of an itemized deduction on any tax return.
We make it easy to save and view your receipts so you're always prepared and conpliant.
Source: Publication 969 (2018), Health Savings Accounts and Other Tax-Favored Health Plans.