Can old (non-Flex) customers use their order confirmation email to apply for HSA/FSA refunds?Updated 7 months ago

For Health Savings Accounts (HSAs), consumers can use an itemized receipt for reimbursement anytime after they have made the purchase, even if it is many years later.

For Flexible Spending Accounts (FSAs), most accounts require that the purchase was made in the calendar year during which the consumer had the FSA, as FSAs typically do not roll over. Some FSAs offer a buffer window, allowing customers additional time to submit receipts for expenses incurred during the previous calendar year.

In either case, customers may need an itemized receipt. Flex issues these receipts for transactions completed through the Flex checkout, but for older transactions, merchant support may be needed to generate the necessary documentation.