What do I need to keep to justify spending money on a qualified medical expense?

Always keep your receipts!

In case of an IRS audit, they want to know that:

  1. The distribution was used to pay for or reimburse you for a qualified expense.

  2. You didn’t get reimbursed for that same expense from somewhere else.

  3. 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.

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