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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.

6. Jenny can include her mother's contribution on Form 8889, Part 1.

True
False

7. Jenny is eligible to contribute an additional $_________________ to her HSA because she is age 55 or older.

8. The gym membership is a qualified medical expense for HSA purposes.

True
False

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