Question
Jenny Smith, age 57, is single. Jenny earned wages of $52,000 and was enrolled the entire year in a high deductible health plan (HDHP) with
Jenny Smith, age 57, is single.
Jenny 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, Jenny contributed $2,000 to her Health Savings Account (HSA) and her mother also contributed $1,000 to Jenny's HSA account.
Jenny's Form W-2 shows $650 in Box 12 with code W. She has Form 5498-SA showing $3,650 in Box 2..
Jenny took a distribution from her HSA to pay her unreimbursed expenses:
8 visits to a physical therapist after her knee surgery $400
unreimbursed doctor bills for $900
prescription medicine $200
replacement of a crown $1,500
over the counter medication $40
gym membership $240
Jenny is a U.S. citizen with a valid Social Security number.
1. Form 8889, Part 1 is used to report HSA contributions made by _______________?
2. What is the total unreimbursed qualified medical expenses reported on Form 8889, Part II?
3. Jenny is eligible to contribute an additional $_________________ to her HSA because she is age 55 or older.
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