Q.- Our employee had a medical service in 2013. The insurance did not go through until just last week, so the employee did not know how much he had to pay for the service until now. He paid the doctor for the service today. Can he be reimbursed from his 2014 health flexible spending account for the charge? It was an eligible medical expense.
A.- No. The expense was incurred when the service was performed, which was in 2013. This is the case even though he did not actually pay for the expense until 2014. If he still has amounts remaining in his 2013 health FSA and if your period for submitting reimbursements is still open, the expense should be paid with 2013 FSA funds. If there are no remaining 2013 funds, the claim should be denied.