Sarah Borders, CEBS November 4, 2024 3 min read

IRS Releases Guidance on Medical Care Expenses for FSAs, HRAs, HSAs and Preventive Care for High Deductible Health Plans

The IRS has released two notices providing guidance on medical expense issues for health FSAs, HRAs, HSAs, and HDHPs. Specifically, the IRS will treat amounts paid for condoms as medical care expenses for reimbursement under health FSAs, HRAs, and HSAs. In addition, several benefits are now considered preventive care for purposes of qualified high-deductible health plan coverage.
 
Applies To:

  • All employers offering high-deductible health plans (HDHPs).
  • All employers offering tax-advantaged arrangements, including FSAs, HRAs, and HSAs.

Go Deeper:

On October 17, 2024, the IRS released Notices 2024-71 and 2024-75. Here are the highlights to be reviewed by employers and TPAs:

Medical care expenses for tax-advantaged arrangements – Under a new safe harbor, the IRS will treat amounts paid for condoms as medical care under Code § 213(d). (According to the notice, amounts paid for condoms otherwise might or might not be considered medical expenses under Code § 213(d), depending on the specific facts and circumstances.) Therefore, these amounts can be paid or reimbursed under a health FSA, HRA, or HSA.

Preventive care benefits for HDHPs – The IRS gives an updated list of benefits that can be considered preventive care under a high deductible health plan and paid prior to meeting the minimum HDHP deductible:

  • OTC oral contraceptives and OTC male condoms,
  • Breast cancer screenings other than mammograms (e.g., MRIs and ultrasounds),
  • Continuous glucose monitors under the same circumstances as other glucometers, if the monitor measures glucose levels using a similar detection mechanism. Other medical functions (e.g., insulin delivery) or nonmedical functions (other than minor functions—e.g., clock and date) that the continuous glucose monitor has must also be preventive care for the HDHP to cover benefits for the monitor before the HDHP minimum deductible is met.
  • Insulin products, including any devices used to administer or deliver insulin products, whether it is for treatment of diabetes or prevent the development of a secondary consider.

Changes in coverage may require amendments to the plan documents. TPAs and employers offering HDHPs, FSAs, HRAs and HSAs will need to review this guidance and update their plan benefits and plan documents accordingly.

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Sarah Borders, CEBS

Principal, Benefits Compliance Solutions. Sarah has spent the last 15 years in the employee benefits industry, has numerous designations and serves on NAHU’s Employer Working Group Subcommittee and is an active board member of Austin AHU. She recently stepped down as Vice President of Benefits Compliance at one of the nation's largest brokerage firms to start her own compliance consulting practice. Her designations include an active license with the Texas Department of Insurance, CEBS (Certified Employee Benefits Specialist), Certified Health Care Reform Professional, HIPAA certification and Health Care Service Associate. She holds an MBA from Texas A&M Corpus Christi and a BA from University of Incarnate Word. Her consulting firm, Benefits Compliance Solutions, partners with employers to identify unknown risks and avoid hundreds of thousands of dollars in fines and lawsuits from failure to comply with their healthplan obligations.

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