No. of Recommendations: 2
Are the surcharges considered part of the cost of Part B ?

Yes, the surcharges are additional premiums you paid for Part B, and as Part B premiums, they are currently qualified medical expenses.*

Also, as with all HSA expenses, prior year expenses that occurred after the HSA was established are eligible to be reimbursed at any time, as long as you have the documentation, so you haven't lost the ability to reimburse yourself for premiums from years before you were aware that these Medicare premiums were eligible expenses.

*The "Health Savings for Seniors Act" which is under consideration in the House, would designate Medicare as insurance that is eligible for contributing to HSAs, but take away the ability to use HSA money to pay for premiums.

AJ
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