FSA/HSA Issue

SumDay

Thinks s/he gets paid by the post
Joined
Aug 9, 2012
Messages
1,862
I retired from Megacorp on 8/31/18. I rolled over my HSA account to our personal bank as the megacorp provider was going to charge me $3.95 a month to keep it there, and my bank will charge us $0.

Today I received an "ineligible notice" from our HSA saying that some blood work was paid for from our LIMITED PURPOSE FSA (can only be used for dental & vision), and I need to pay the $44 back. The date of service for this was May of 2016.

Problem is, I have no account with that megacorp HSA/FSA provider now. The letter also says if I don't pay it back, they'll send me a form stating that $44 is taxable income.

At this point I'm willing to take the tax hit :LOL: rather than sending them $44 which will just float around in their Ether.

Anything I'm missing here?
 
Agreed - just take the tax form and don't think about it.
 
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