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November 15, 2016 |  By: dbi

Understanding Documentation Requirements

If you’ve ever used your pre-tax Flexible Spending Account dollars to pay for medical, dental or vision expenses, you’ve likely received a subsequent request for documentation or substantiation. That’s the term the IRS uses to explain that FSA participants are required to show that what they paid for with pre-tax dollars was an eligible expense. (See recent informational letter 2016-0048 for more information.) While... Continue Reading ›