Reimbursement Account Taxes
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement)*.
A reimbursement account is excluded from your taxable income, meaning you don't have to report it as income or pay taxes on it.
Former employers, Voluntary Employees’ Beneficiary Association (VEBA) trusts, and state benefit connectors often offer reimbursement accounts to retirees because the funds placed in these accounts are tax‑free. If the same amount were paid to you as a monthly check instead, it would be treated as taxable income. Since the money is placed in a reimbursement account administered by a third party (such as Via Benefits) and can be used only for qualified medical expenses, you don’t owe any additional taxes on the contributions made to your account.
Via Benefits does not issue Form 1099‑SA for Health Reimbursement Arrangements (HRAs).
We encourage you to speak with a tax professional if you have additional tax-specific questions regarding your reimbursement account.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.