April 30, 2025, is the deadline for submitting 2024 claims to WEX for your health care and dependent care flexible spending accounts, and for your child care voucher account. Eligible expenses must have been incurred from Jan. 1 to Dec. 31, 2024.
If you currently have any debit card purchases from your 2023 or 2024 health care FSA that require backup documentation, these charges also need to be substantiated by April 30.
The IRS requires supporting documentation to make sure all monies used are for eligible medical transactions. If documentation is not submitted by the filing deadline, the amount will be added to your 2025 wages and taxed as ordinary income.
To view your transactions, log into your WEX account. Acceptable backup documentation includes an itemized invoice from the provider or your explanation of benefits, or EOB, from your insurance carrier. CareFirst plan members can retrieve an EOB from Quantum Health. Supporting documentation must include:
- Name of patient
- Name of provider or merchant
- Date of service received or item purchased
- Description of service received or item purchased
- Dollar amount (after insurance, if applicable)
Log into your WEX account to upload the required documentation. Alternatively, you can download the free WEX mobile app on your Apple or Android device and use your phone's camera to photograph the documentation and upload it on the spot. Watch these short videos for guidance:
For the 2024 plan year, a minimum balance of $30 up to $640 in your health care FSA or limited purpose FSA will automatically carry over into 2025. You will be able to see this carryover after the 2024 claims filing deadline of April 30 by viewing your WEX account.
Remaining funds under $30 and over $640 from your 2024 health care FSA, as well as any remaining dependent care FSA balance, will be forfeited.
For questions about substantiation or your online account, contact WEX at 866-451-3399.
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