Showing posts with label HSA. Show all posts
Showing posts with label HSA. Show all posts

Using an HSA for a down payment on a House

Posted on Thursday, August 21, 2014


For those of you who do not know, an HSA is a Health Savings account.  In very simple terms an HSA is an account where you can put in money tax free to pay for qualified medical expense.  Think doctor visit copays, trips to the dentist, and glasses.  For a better list see http://www.hsacenter.com/qualified-med-expenses.html [1]

If you happen to be in 25% tax bracket every $1,000 you put into an HSA saves you $250 on your taxes. 

Most HSA accounts provide you with a checkbook and debit card.  When you have an expense, say $220 for eyeglasses you can write a check or use your debit card to pay for it.   Or you can pay with non HSA money and later reimburse yourself out of your HSA, as long as it was a qualified medical expense and you have detailed records.

If you reimburse yourself, how much time do you have to get the reimbursement done?  Do you have to reimburse yourself within 30 days?  90?