Airfare Related to Medical Treatment: FSA Eligibility

Airfare Related to Medical Treatment: eligible with a Flexible Savings Account (FSA)
Airfare related to medical treatment is eligible for reimbursement with a flexible spending account (FSA), health savings account (HSA) or a health reimbursement arrangement (HRA). Airfare related to medical treatment is not eligible for reimbursement with a limited-purpose flexible spending account (LPFSA) or a dependent care flexible spending account (DCFSA). A benefits administrator will require information and documentation to prove that the air fare is in fact related to medical care.

Airfare not related to medical treatment or care is not eligible.

How is airfare related to medical treatment reimbursed?

While most areas throughout the U.S. have hospitals and medical facilities accessible to local populations, there's a chance that some individuals will need to seek specialists who can perform specific medical procedures or lend their unique experience to render a diagnosis that local medical services may not be able to provide. This can lead to a wealth of extra expenses necessary for the treatment of an illness, and the IRS has recognized this and has made these expenditures eligible for reimbursement through an FSA, HSA and HRA.

These transportation expenses qualify if they are primarily for and essential to medical care. Reimbursable expenses include car/rental car, bus, taxi, train, plane & ferry fees. Ambulatory services, parking and toll fees are also included. These expenses extend not just to the person receiving medical care but also to other individuals related to that person needing medical care. Parents who are required to travel with a child, nurse/caregivers required for treatment, and any other qualified individuals if visits are required for treatment of a mentally ill dependent, can also have their expenses covered if they are necessary for safe travel (Internal Revenue Service).

What materials do account holders need for airfare related to medical treatment?

If airfare is required for an account holder to seek out medical treatment or services, these eligible transportation costs will need to be submitted to a benefits administrator for reimbursement. While documentation requirements will vary, most claims will require a printout of the plane ticket invoice, as well as a bill or receipt from the health care provider validating the doctor's visit, at which point most transportation reimbursement claims will be approved.