HSA tax-free reimbursement for medical expenses?

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  • #93640 Reply
    Sandra

      If you claim as deductions on your tax return, I’m pretty sure you can’t use HSA to reimburse. It’s one or the other.

      #93641 Reply
      Rick

        Don’t double dip. Unless you determine that the chances of IRS determining a medical expense in 2023 was then used as a few receipts in 50 receipts you use for an HSA withdrawal in 2036. Which is so close to 0% chance that it’s just 0%. But don’t double dip.

        #93644 Reply
        Kent

          $50k annually is probably not going to get you there. Especially if you want to end up with $3 million in today’s dollars.

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