FSA Advice
#1
Thread Starter
BE Enthusiast




Joined: Aug 2012
Posts: 353
From: California











Hi all. I’m looking for advice on FSAs. My son had braces fitted late last year. I paid part of it up front and the rest was due before the end of the year but I only just paid it as they forgot to ask me for it at our appointment in Feb and then due to covid, today was our first appointment since. I didn’t realize I still had a substantial amount of money left in our 2019 FSA account as our dental plan covered some it. The deadline to file 2019 claims has been extended to mid June. Does anyone know if they’ll accept this as a 2019 expense even though it was paid in 2020 but covered services from 2019?
I don’t want to lose the money!!
Thanks
A
I don’t want to lose the money!!
Thanks
A
#2
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Joined: Aug 2013
Posts: 4,835
From: Eee Bah Gum











It has been over 10 years since I retired but my company always had an FSA that I paid into. I'm sure that come December in some years my wife and I would use up any remaining funds having eye tests and such and not pay the bills until January. My company had a "grace period" in which to use up the funds in the FSA and I believe that was end of March the following year.
I would call and ask since it seems they have extended the dealine in your case.
I would call and ask since it seems they have extended the dealine in your case.
#3
BE Forum Addict







Joined: Aug 2013
Posts: 2,218
From: Athens GA











Hi all. I’m looking for advice on FSAs. My son had braces fitted late last year. I paid part of it up front and the rest was due before the end of the year but I only just paid it as they forgot to ask me for it at our appointment in Feb and then due to covid, today was our first appointment since. I didn’t realize I still had a substantial amount of money left in our 2019 FSA account as our dental plan covered some it. The deadline to file 2019 claims has been extended to mid June. Does anyone know if they’ll accept this as a 2019 expense even though it was paid in 2020 but covered services from 2019?
I don’t want to lose the money!!
Thanks
A
I don’t want to lose the money!!
Thanks
A
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#4
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Joined: Aug 2012
Posts: 353
From: California











Google is your friend:
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#5
The dental bill was for the entire process which you were paying off as you could. Since the bill is dated 2019, I don't see that claiming it before the expiration of the extended date would be problematic even if the payment date was in 2020. Include a copy of the original invoice from 2019 with your claim. Also ask your HR department for advice.
#6
Thread Starter
BE Enthusiast




Joined: Aug 2012
Posts: 353
From: California











The dental bill was for the entire process which you were paying off as you could. Since the bill is dated 2019, I don't see that claiming it before the expiration of the extended date would be problematic even if the payment date was in 2020. Include a copy of the original invoice from 2019 with your claim. Also ask your HR department for advice.
thanks. Much appreciated!
#7
Just Joined

Joined: Jul 2019
Posts: 25

If the service was provided in 2019 and this is a 2019 account then yes, you can use this to pay for the service. You can also submit receipts from services already paid. You can call the FSA provider to see what’s covered.




