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Find a solution Scenario 5: Peggy Walker Directions the interview notes, taxpayer documents, and reference materials needed for this scenario Please complete Form 1040 through

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Scenario 5: Peggy Walker Directions the interview notes, taxpayer documents, and reference materials needed for this scenario Please complete Form 1040 through line sheets Note: 63, and the appropriate frms (inding Form 88esoadles, or oe Wh entering Sbere (SSNg) or Employer ldienlicaion Numbers (EINo). aplace tH xs as directed, or with any four digits of your choice. Interview Notes Pegay Walker, age 48, is a single parent raising her son, Marcus Marcus is a full-time student and had no income Peggy qualifies to file as Head of Household. For the last five years, Peggy has had family health coverage through a High Deductible Health Plan (HDHP) from her employer . Peggy has had an HSA for several years. In 2017, she contributed $1,500 to her HSA Peggy's grandmother helped her out and contributed $1,000 to her HSA in 2017 . Peggy's employer also contributed $600 to her HSA in 2017 : Peggy paid the following expenses in 2017 using money from her HSA Urgent care bill for Peggy-$615 Prescription medicine for Peggy-$200 Insulin for Marcus-$140 Health club fees for Peggy-$175 - - - Doctor visits for Marcus-$500 Peggy and Marcus are U.S. citizens and have valid Social Security numbers. 441-00-XXXX 442-00-XxX Peggy Walker Marcus Walker Scenario 5: Peggy Walker Directions the interview notes, taxpayer documents, and reference materials needed for this scenario Please complete Form 1040 through line sheets Note: 63, and the appropriate frms (inding Form 88esoadles, or oe Wh entering Sbere (SSNg) or Employer ldienlicaion Numbers (EINo). aplace tH xs as directed, or with any four digits of your choice. Interview Notes Pegay Walker, age 48, is a single parent raising her son, Marcus Marcus is a full-time student and had no income Peggy qualifies to file as Head of Household. For the last five years, Peggy has had family health coverage through a High Deductible Health Plan (HDHP) from her employer . Peggy has had an HSA for several years. In 2017, she contributed $1,500 to her HSA Peggy's grandmother helped her out and contributed $1,000 to her HSA in 2017 . Peggy's employer also contributed $600 to her HSA in 2017 : Peggy paid the following expenses in 2017 using money from her HSA Urgent care bill for Peggy-$615 Prescription medicine for Peggy-$200 Insulin for Marcus-$140 Health club fees for Peggy-$175 - - - Doctor visits for Marcus-$500 Peggy and Marcus are U.S. citizens and have valid Social Security numbers. 441-00-XXXX 442-00-XxX Peggy Walker Marcus Walker

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