Some expenses can be considered both personal and medical (“dual-purpose”). Because of this, you’ll need to provide additional documentation to get your pre-tax claim approved.
Along with your standard documentation, you’ll also need to submit a Letter of Medical Necessity (LMN) from your healthcare provider.
To learn more, see: When do I need to submit an explanation of benefits (EOB) or letter of medical necessity (LMN) for my pre-tax claim?
Common Dual-Purpose Pre-Tax Expenses
(Please note: this is not a complete list.)
- Supplements & Vitamins – magnesium, calcium, fiber, post-natal vitamins, probiotics, electrolytes
- Ear Plugs
- Massage Therapy & Equipment – massage guns, handheld/neck massagers
- Fitness-Related Expenses – fitness trackers, programs, memberships, personal trainers, equipment
- Dental Procedures – veneers, crowns, bleaching
- Medical Storage – embryo, egg, or sperm storage
- Orthopedic & Support Items – orthopedic shoes, pillows
- Alternative Therapies – occupational therapy, naturopathic treatments
- Miscellaneous Items – air purifiers, scales, collagen, aloe vera gel, Epsom salts, stretching tools
- Botox – when used for non-cosmetic procedures