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Thomson Reuters has released a Checkpoint special report on health plan reimbursement. The report is titled "Which Expenses Quality for Tax-Free Treatment Under a Health FSA, HRA, or HSA?", and discusses which expenses from these plans quality for reimbursement or tax-free distribution.

The report covers how to determine whether an expense qualifies as medical care, and provides examples of expenses that do and donot qualify. It also shows how to evaluate "dual-purpose" expenses, which have both personal and medical purposes.

Additional topics include special rules for medicines and drugs, transportation expenses, capital expenditures, and other exceptions.

The free report is available for download.

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