My new advisor has me considering pulling from HSA before Roth IRA, in keeping our taxable income below the threshold for the NY Essential Plan.
Once we switched to a high deductible plan, we hit the $5200 deductible every year thereafter.
If I do this, I was thinking that I could use the medical insurance statements showing the deductible paid instead of the mountain of individual visit paper that I don’t have ?*.
Would using the statements pass muster?
Once we switched to a high deductible plan, we hit the $5200 deductible every year thereafter.
If I do this, I was thinking that I could use the medical insurance statements showing the deductible paid instead of the mountain of individual visit paper that I don’t have ?*.
Would using the statements pass muster?