Qualified Expenses for a Health Savings Account (HSA)

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Retain all receipts and documentation with tax records. Proof of qualified expenses is the HSA account holder's responsibility.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, Aetna informs you that any Federal income tax information contained in this communication (including any attachments) is not intended to (and cannot) be used by anyone to avoid IRS penalties. Aetna does not provide legal or tax advice. Our customers should seek advice based on their particular circumstances from an independent tax advisor. This material is for informational purposes and is intended to offer only a general description of Aetna's offerings. Your employer's plan design can further limit expense eligibility. Please consult your plan documents for specifics.