What constitutes "good documentation?"
2014 was our first year with the HSA. We had substantial expenses paid from regular savings and I reimbursed us from our HSA for a portion. I will reimburse us again for another portion soon.
Is the list from the insurance company showing our billed expenses and our costs good enough? Or do I need individual EOBs or bills from the provider? Do I need proof of how the bill was paid like the check number or charge card statement?? I tend to think I need to keep everything, but what will really be enough if we are ever audited on this?
We are now on year 2 of the HSA. We have a debit card for the HSA but so far haven't used it, we just pay for the small stuff and leave the HSA money invested.
Married, both 61. DH retired June, 2010. I have a pleasant little part time job.