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HRA HSA mandatory order for reimbursements

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    HRA HSA mandatory order for reimbursements

    Taasc advised a client of mine (sole proprietor with employed spouse) that only for his spouse medical expenses can be reimbursed through his HRA (not having to exhaust the HSA first) but the owner has to take the funds from his HSA first. Does this sound right?

    #2
    That doesn't seem right, but TASC is usually very knowledgeable.

    Is the corporation actually offering insurance, that would allow a HRA?
    Are there other employees that are offered insurance and an HRA?
    Is there only ONE insurance policy/HRA (the spouse), and the taxpayer's HSA is part of that shared insurance policy?

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      #3
      Originally posted by TaxGuyBill View Post
      That doesn't seem right, but TASC is usually very knowledgeable.

      Is the corporation actually offering insurance, that would allow a HRA?
      Are there other employees that are offered insurance and an HRA?
      Is there only ONE insurance policy/HRA (the spouse), and the taxpayer's HSA is part of that shared insurance policy?
      Clarification: One insurance policy in spouse name (only employee), paid by employer (my client), HSA is family coverage in my client's name. Now I also understand why the spouse can be reimbursed for her medical expenses (since she doesn't have her own HSA) and my client has to bring his HSA to zero first.

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