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Old 04-30-2004, 08:27 AM
Arthur L. Rubin
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Default Re: Cafeteria Plan Question

Hobbzilla wrote:

- quote -

> My employer offers employees the ability to contribute to a
> cafeteria plan. Regardless of if I add any additional
> amount, it appears that the company pays me my salary + cost
> of health care -- which is immediately put into the
> cafeteria plan so I am just taxed on my salary. I opted to
> withold an additional $0 per pay check per month for a total
> contribution of $0 for 2004; that was signed late 2003. I
> got married on May 13, 2004. I then modified my W-2 tax
> witholdings as well as submitted a cafeteria plan
> modification for $4000 to cover the costs of my wife's
> health care and medical expenses for us both.


(Hmmm. I'm seeing this on April 28. Has the moderator
developed a way of sending posts back in time?)

I assume this particular "cafeteria plan" is a
flexible spending account.

- quote -

> My question (finally) - Can I submit medical bills for the
> cafeteria plan to reimburse for:
> a) me prior to date of marriage ?


Date of change in account status. (Possibly the date you
submitted the change, rather than the date it was
processed.)

- quote -

> b) my spouse prior to date of marriage ?

Date of marriage, or date of change of
account status, whichever is later.

The plan documents may provide additional restrictions.

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  #-1  
Old 04-27-2004, 06:11 PM
Hobbzilla
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Posts: n/a
Default Cafeteria Plan Question

My employer offers employees the ability to contribute to a
cafeteria plan. Regardless of if I add any additional
amount, it appears that the company pays me my salary + cost
of health care -- which is immediately put into the
cafeteria plan so I am just taxed on my salary. I opted to
withold an additional $0 per pay check per month for a total
contribution of $0 for 2004; that was signed late 2003. I
got married on May 13, 2004. I then modified my W-2 tax
witholdings as well as submitted a cafeteria plan
modification for $4000 to cover the costs of my wife's
health care and medical expenses for us both.

My question (finally) - Can I submit medical bills for the
cafeteria plan to reimburse for:

a) me prior to date of marriage ?
b) my spouse prior to date of marriage ?

Is it the date of marriage that is important or the date the
cafeteria plan was updated? I would imagine that the
effective date of change would be the date of change in
status. Any IRS Pubs you can refer me to would be great as
well!

Thanks!

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 

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cafeteria, plan, question
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