Qualified Reservist Distributions

The IRS has issued guidance on qualified reservist distributions under an FSA.

Document Excerpt

Section 114 of the Heroes Earnings Assistance and Relief Tax Act of 2008 (the HEART Act), enacted June 17, 2008, Pub. L. No. 110-245, amended section 125 of the Internal Revenue Code to provide a special rule allowing distributions of unused amounts in a health Flexible Spending Arrangement (health FSA) to reservists ordered or called to active duty. Section 114 of the HEART Act applies to distributions made on or after June 18, 2008.

Link http://www.irs.gov/pub/irs-drop/n-08-82.pdf

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