背包客棧自助旅行論壇
[美國綜合]各位前輩棧友您好, 請問背景條件: 在美國, 只有我在工作, 同住的配偶沒有工作, 小孩小一就學中請問dependent care F...le expense, or log into your WageWorks account for a complete list.
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jasonstarlight jasonstarlight 目前離線
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舊 Dependent care FSA 報銷 - 2020-03-07, 18:54
各位前輩棧友您好, 請問
背景條件: 在美國, 只有我在工作, 同住的配偶沒有工作, 小孩小一就學中
請問dependent care FSA 的報銷是建立在夫妻兩人都必須就業的條件下嗎?
以我們的案例, 可以報銷 eligible 的after school 費用嗎? Thank you.

Know What’s Eligible
Your Dependent Care FSA can be used to pay for dependent care services, such as preschool, summer day camp, before or after school programs, and child or elder daycare, so you, and your spouse if you are married, can work or look for work. It should be noted that fees and tuition associated with kindergarten and elementary school are not eligible for reimbursement. Look up a specific eligible expense, or log into your WageWorks account for a complete list.

https://www.wageworks.com/employees/dependent-c...ur-dependent-care-fsa/
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katmai katmai 目前離線
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舊 回覆: Dependent care FSA 報銷 - 2020-03-08, 02:00
不是..
可以..
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jasonstarlight jasonstarlight 目前離線
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舊 回覆: Dependent care FSA 報銷 - 2020-03-08, 12:26
引用:
作者: katmai (原文章)
不是..
可以..
謝謝K大!
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jatj jatj 目前離線
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舊 回覆: Dependent care FSA 報銷 - 2020-05-21, 01:07
引用:
作者: jasonstarlight (原文章)
各位前輩棧友您好, 請問
背景條件: 在美國, 只有我在工作, 同住的配偶沒有工作, 小孩小一就學中
請問dependent care FSA 的報銷是建立在夫妻兩人都必須就業的條件下嗎?
以我們的案例, 可以報銷 eligible 的after school 費用嗎? Thank you.

Know What’s Eligible
Your Dependent Care FSA can be used to pay for dependent care services, such as preschool, summer day camp, before or after school programs, and child or elder daycare, so you, and your spouse if you are married, can work or look for work. It should be noted that fees and tuition associated with kindergarten and elementary school are not eligible for reimbursement. Look up a specific eligible expense, or log into your WageWorks account for a complete list.

https://www.wageworks.com/employees/dependent-c...ur-dependent-care-fsa/
katmai錯了

To qualify for participation in the Dependent Care FSA, you and your spouse/domestic partner must both work or your spouse/domestic partner must be a full-time student, or physically or mentally incapable of self-care.
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katmai katmai 目前離線
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#5
文章: 20,501
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舊 回覆: Dependent care FSA 報銷 - 2020-05-21, 01:27
感謝指正。
詳細的複雜規定在這邊,有兩個主要的例外條件:

Spouse Not Working
You may be able to claim Dependent Care FSA expenses even if your spouse is not working. Two IRS tests determine who does and does not qualify for reimbursement from the account.

Work-related test: The childcare spending must enable you and your spouse to work or look for a new job. The IRS rules allow for two additional work-related categories.

Full-time students
Physically or mentally unable to care for self

Earned income test: Your spouse must have earned income during the year that exceeds the claimed childcare spending. Below are common examples to do and not qualify.

Includes:
Wages, salaries, tips
原文載於: 背包客棧自助旅行論壇 https://www.backpackers.com.tw/forum/showthread.php?t=10417775#post11631503
Self-employment earnings
Taxable disability pay
Non-taxable combat pay

Excludes:
Worker’s compensation
Unemployment benefits
Social security retirement
Child support

Apply these two tests together against several common scenarios to determine if your claim is valid even though your spouse is not working.

Stay at home mothers do not qualify because they do not incur work-related costs
Self-employed spouses are eligible provided their net earnings exceed childcare costs
Spouses who lose their job qualify provided they actively look for new employment and their earned income for the year exceeds the claimed charges


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