The Reimburse Later feature allows you to record qualified medical expenses and choose when to reimburse yourself, even years into the future.
IRS guidelines allow you to reimburse yourself for eligible expenses incurred after your HSA was established at any time. Whether you prefer to save, invest, or spend now, you have full flexibility over how and when you use your HSA funds.
To get started:
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Log in to your Lively account.
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Select Add New Expense from your dashboard.
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Save your expense for reimbursement later, receipts and documentation are optional but recommended for your tax records.
This feature helps you make the most of your HSA’s long-term savings potential while staying compliant with IRS regulations.
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