Direct answer
It depends on your employer’s plan document; while some HRAs allow unused funds to roll over, others are structured as ‘use-it-or-lose-it’ arrangements at the end of the plan year.
Internal Revenue Service guidance on employer-funded health reimbursement arrangements. For additional information about the rules governing health reimbursement arrangements, see the Internal Revenue Service’s Publication 969.
What this means for you
It depends on your employer’s plan document; while some HRAs allow unused funds to roll over, others are structured as ‘use-it-or-lose-it’ arrangements at the end of the plan year.
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