Question: (questions are connected and cannot be separated) Rose Jones, age 57, is single. Rose earned wages of $52,000 and was enrolled the entire year in
(questions are connected and cannot be separated)
Rose Jones, age 57, is single. Rose earned wages of $52,000 and was enrolled the entire year in a high deductible health plan (HDHP) with self-only coverage. During the year, Rose contributed $2,000 to her Health Savings Account (HSA) and her mother also contributed $1,000 to Rose's HSA. Rose's Form W-2 shows $850 in Box 12 with code W. She has Form 5498-SA showing $3,850 in Box 2. Rose took a distribution from her HSA to pay her unreimbursed expenses: o 8 visits to a physical therapist after her knee surgery $400 o unreimbursed doctor bills for $1,100 o prescription medicine $280 o replacement of a crown $1,500 o deep cleaning for teeth: $300 o over the counter medication $40 o gym membership $240 Rose is a U.S. citizen with a valid Social Security number.
Questions: 6. Form 8889, Part 1 is used to report HSA contributions made by _______________. a. Rose b. Rose's employer c. Rose's mother d. All of the above
7. Rose is eligible to contribute an additional $__________ to her HSA because she is age 55 or older. a. $0 b. $850 c. $1,000 d. $2,000
8. What is the total unreimbursed qualified medical expenses reported on Form 8889, Part II? a. $3,320 b. $3,580 c. $3,620 d. $3,860
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