Related question...
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.
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Married, both 69. DH retired June, 2010. I have a pleasant little part time job.
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