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Benefits of enrolling in a Limited Purpose FSA

Benefits of enrolling in a Limited Purpose FSA

A limited-purpose FSA (LPFSA) is a Health Savings Account (HSA) eligible FSA plan that allows you to set aside pre-tax dollars for dental, vision, and orthodontia expenses for you and your dependents, even if they are not covered under your primary health plan. The...

What happens to an FSA once employment ends?

What happens to an FSA once employment ends?

In the event of employment termination for an account holder, there are several notable procedures and regulations that occur: Any participation in a Flexible Spending Account (FSA) – Health Care FSA, Limited Purpose FSA, Dependent Care FSA, Adoption Assistance, or...

What happens to an HSA once retirement starts?

What happens to an HSA once retirement starts?

As you may be aware, a Health Savings Account (HSA) is a great resource to help pay for medical expenses and premiums. But what happens to an HSA once someone enters retirement? Here is what you need to know. If you are enrolled in Medicare or Medicaid, you’re no...

Fact or fiction? Understand the differences regarding FSAs

Fact or fiction? Understand the differences regarding FSAs

A flexible spending account (FSA) is a powerful tool to help save on health-care costs, tax-free. However, FSAs are often misunderstood. Here are four “fact or fiction” statements for current or future account holders to know about.   Fiction You have to be enrolled...

Why health FSAs cannot reimburse insurance premiums

Why health FSAs cannot reimburse insurance premiums

A health FSA cannot treat employees' premium payments for other health coverage as reimbursable expenses. Thus, for example, a health FSA cannot reimburse premiums for COBRA coverage, accidental death and dismemberment insurance, long-term or short-term disability...

IRS on track to release new 1099 filing platform in 2023

IRS on track to release new 1099 filing platform in 2023

The IRS recently provided a June 2022 status update announcing that it is on track to launch the new 1099 filing portal in early January 2023. Section 2102 of the Taxpayer First Act (TFA) requires the IRS to develop an internet portal by January 1, 2023 that will...

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