Claiming Q1 2020 expenses after Mid year FSA change

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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Topic Author
immisaki
Posts: 25
Joined: Thu Mar 28, 2019 10:38 am

Claiming Q1 2020 expenses after Mid year FSA change

Post by immisaki »

Dear bogleheads,
In July my spouse joined a new company triggering a life event and anticipating some medical expenses I opened a new FSA.
Can i utilize expenses incurred in 2020, prior to opening the FSA for reimbursement ?
Flyer24
Moderator
Posts: 2109
Joined: Sun Apr 08, 2018 4:21 pm

Re: Claiming Q1 2020 expenses after Mid year FSA change

Post by Flyer24 »

No. The expenses have to be within the coverage period.
Topic Author
immisaki
Posts: 25
Joined: Thu Mar 28, 2019 10:38 am

Re: Claiming Q1 2020 expenses after Mid year FSA change

Post by immisaki »

Thank You
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