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Qualifying Expenses
 

Under IRS rules, certain medical care and dependent care expenses may be reimbursable through your cafeteria benefit plan. The links below provide examples of qualifying expenses, along with access to IRS publications that offer additional information.

The following forms are made available in .pdf format. They can be read using the free Acrobat Reader. If you do not have it installed on your computer, you can go to Adobe to download a free copy.

 

 

 

Qualifying Medical Care Expenses (.pdf)

Specific Expenses (.pdf) that qualify for reimbursement.

Over-the-Counter Medication Expenses (.pdf) that qualify for reimbursement.

IRS Publication 502 (.pdf) This publication discusses medical and dental expenses that may be included in determining deductions on your annual tax return. These expenses may instead be claimed for reimbursement under a cafeteria benefits plan. Expenses must be incurred (but not necessarily paid) during the plan year.

Non-Qualifying Medical Care Expenses (.pdf)

Services and Expenses that Qualify Under the FSAFEDS Program

Alphabetic listing of Typically Denied Expenses (.pdf)

Qualifying Dependent Care Expenses (.pdf) Dependent Care Assistance accounts allow employees to set aside pre-tax earnings to pay for work-related day care expenses. Employees may elect to withhold up to $5,000 ($2,500 for married individuals filing separately) to pay for dependent care expenses.

IRS Publication 503 (.pdf) This publication describes dependent care expenses that may be included in calculating your tax credit on your annual tax return. These expenses may instead be claimed for reimbursement under a cafeteria benefits plan. Again, expenses must be incurred (but not necessarily paid) during the plan year.

 

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Discovery Block l 828 Great Northern Boulevard l P.O. Box 1193  l Helena, MT 59624-1193
Phone: 406-449-5500 l Fax: 406-442-5089 l 800-765-9429