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 isn't included in your income. The account is tax free, meaning you don't report it as income or pay taxes on it.

Former employers, voluntary employees' beneficiary association (VEBA) trusts and state benefit connectors often choose to provide a reimbursement account to their retirees because it's a tax-free account. If they were to issue a check to you each month instead, it would be taxable income. Because the funds are in a reimbursement account managed by a third party (e.g., Via Benefits) and used only for qualified medical expenses, you don't have to pay any additional taxes on your annual return.

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.