Tax 33 Are medical expenses for dependents eligible to be covered by a HSA if the dependent is not covered by the qualifying health insurance plan?
If an account beneficiarys spouse and/or other dependents are covered under a non-HDHP, distributions from the HSA to pay their qualified medical expenses are eligible expenses and are excluded from the account beneficiarys gross income. This clarification was part of IRS Notice 2004-50, questions 12 and 36, released July 23, 2004.
Related Questions
- Tax 33 Are medical expenses for dependents eligible to be covered by a HSA if the dependent is not covered by the qualifying health insurance plan?
- Can an individuals HSA funds be used to pay medical expenses for a spouse or dependent who is not covered by a high deductible health plan?
- What are eligible medical expenses that I can pay for with tax deductible HSA funds?