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Valerie Spring is 63 years old. Valerie is single, is not disabled, and has no d

ID: 2457015 • Letter: V

Question

Valerie Spring is 63 years old.

Valerie is single, is not disabled, and has no dependents.

In 2015, she had earnings from her job of $22,300.

Valerie has participated in her employer's self-only HDHP coverage since May 1, 2015 when she started a new job.

Valerie asked the HSA trustee from her previous job to transfer the balance of $2,300 into the HSA at her new job.

In 2015, Valerie contributed $750 to her HSA.

Contact lenses (needed for medical reasons)—$380

Medication for a skin condition (prescription from a doctor)—$215

Dental visit—$500

Health club fees—$400

Valerie is a U.S. citizen, has a valid Social Security number, and is not eligible to be claimed as a dependent.

Interview Notes

Valerie Spring is 63 years old.

Valerie is single, is not disabled, and has no dependents.

In 2015, she had earnings from her job of $22,300.

Valerie has participated in her employer's self-only HDHP coverage since May 1, 2015 when she started a new job.

Valerie asked the HSA trustee from her previous job to transfer the balance of $2,300 into the HSA at her new job.

In 2015, Valerie contributed $750 to her HSA.

In 2015, Valerie took funds from her HSA to pay the following expenses:

Contact lenses (needed for medical reasons)—$380

Medication for a skin condition (prescription from a doctor)—$215

Dental visit—$500

Health club fees—$400

Valerie is a U.S. citizen, has a valid Social Security number, and is not eligible to be claimed as a dependent.

7. The amount of total distributions reported on Form 8889, line 14a is: A. $0 B. $750 C. $1,095 D. $1,495

Explanation / Answer

Answer D.

Expenses Paid from HAS: Contact lenses                  380.00 Medication for skin condition                  215.00 Dental Visit                  500.00 Health club fees                  400.00 Total               1,495.00