Question: Interview Notes Mary Wood, age 58, is single. Mary earned wages of $51,000 and was enrolled the entire year in a high deductible health plan
Interview Notes
Mary Wood, age 58, is single.
Mary earned wages of $51,000 and was enrolled the entire year in a high deductible health plan (HDHP) with self-only coverage.
During the year, Mary contributed $2,000 to her Health Savings Account (HSA) and her mother also contributed $1,000 to Mary's HSA.
Mary's Form W-2 shows $1,150 in Box 12 with code W. She has Form 5498-SA showing $4,150 in Box 2.
Mary has Form 1099-SA showing her HSA distributions. She used her distributions to pay the following unreimbursed expenses:
o $500 for nine visits to a physical therapist after her knee surgery
o $1,000 unreimbursed doctor bills
o $280 prescription medicine
o $1,500 replacement of a crown
o $300 deep cleaning for teeth
o $40 over the counter medication
o $260 gym membership (for her general health and fitness)
Mary is a U.S. citizen with a valid Social Security number.
Advanced Scenario 3: Test Questions
- What is the total unreimbursed qualified medical expenses reported on Form 8889, Part II?
a. $3,860
b. $3,620
c. $3,580
d. $3,320
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