Pro Tier · Unlimited AI Scans & Vault
RetroHSARev. Proc. 97-22 Vault
Substantiation vault for delayed tax-free HSA reimbursements
Confirm HSA Establishment Date (IRS Pub 969): Only expenses incurred on or after your HSA was established qualify (if funded via rollover from a prior HSA, use the earlier HSA's establishment date per IRS Notice 2008-59).
Unreimbursed Vault
$2,684.50
HSA Est. Jan 15, 2022 · Line 15 Total: $210.00 (2026)
Est. Compounding Tax Shield
+$3,943.01
Projected @ 7% to 2055 (29y)
Available Receipts
5
5 ready to claim · 1 claimed
Saved Reimbursement Reports (1)
Tax Year 2026 Line 15 QME: $210.00(Alex Rivera)
2026 HSA Reimbursement Report #1Form 8889 Line 15: $210.00Beneficiary: Alex Rivera
Tax Year 2026 · 1 receipt(s) · Generated Feb 01, 2026
Family Member:
| Category | Status | |||
|---|---|---|---|---|
Oct 14, 2026 | Dr. Aris Thorne DDS — EndodonticsAlex Rivera | Dental | $1,350.00of $1,450.00 | [ ✓ Suggested QME ] |
Oct 02, 2026 | Elevate Neuromuscular & Physical TherapyAlex Rivera⚠️ Needs LMN | Other QME | $125.00 | [ ⚠️ Needs LMN ] |
Sep 22, 2026 | Stanford Health Care — Outpatient MRIAlex Rivera | Hospital / Lab | $850.00 | [ ✓ Suggested QME ] |
Aug 19, 2026 | Walgreens Pharmacy #04182Leo Rivera | Pharmacy | $64.50 | [ ✓ Suggested QME ] |
Jul 12, 2026 | Quest Diagnostics — Comprehensive Metabolic PanelAlex Rivera | Hospital / Lab | $180.00 | |
Nov 04, 2025 | Warby Parker — Corrective LensesSarah Rivera | Vision | $295.00 | [ ✓ Suggested QME ] |
Apr 10, 2024 | One Medical — Annual Physical & Lab WorkAlex Rivera | Doctor Visit | $210.00 (claimed) | [ Reimbursed ] |