Interview Notes • Yvette Kohen, age 45, is a single parent raising her son, Gabr

ID: 2457052 • Letter: I

Question

Interview Notes

• Yvette Kohen, age 45, is a single parent raising her son, Gabriel.

• Yvette qualifies to file as Head of Household.

• For the last four years, Yvette has had family health coverage through a High Deductible Health Plan (HDHP) from her employer.

• Yvette has had an HSA for several years.

• In 2015, she contributed $1,500 to her HSA.

• Yvette’s uncle helped her out and contributed $3,500 to her HSA in 2015.

• Yvette’s employer also contributed $800 to her HSA in 2015.

• Yvette paid the following expenses in 2015 using money from her HSA:

– $625 for outpatient knee surgery for Yvette

– $275 for prescription medicine for Yvette

– $400 for emergency room visit for Gabriel

– $150 for electric toothbrushes and toothpaste for the family

13. Yvette's total income includes a taxable HSA distribution of: A. $0 B. $150 C. $425 D. $550

Answer : Answer 'B' Is correct.

Electric toothbrushes and toothpaste for the family are not covered under HSA distribution. So these expenses are taxable.

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