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Old 09-28-2018, 01:10 PM   #1
Thinks s/he gets paid by the post
SumDay's Avatar
Join Date: Aug 2012
Posts: 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 rather than sending them $44 which will just float around in their Ether.

Anything I'm missing here?
FIRE Class of 2018 @ 61

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Old 09-28-2018, 02:17 PM   #2
Thinks s/he gets paid by the post
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Join Date: Mar 2012
Posts: 3,740
Agreed - just take the tax form and don't think about it.
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