Interview Notes Judy Young is 58 years old. Judy is single, is not disabled, and

ID: 2585814 • Letter: I

Question

Interview Notes

Judy Young is 58 years old.
Judy is single, is not disabled, and has no dependents.
In 2017, she had earnings from her job of $24,300.
Judy has participated in her employer's self-only HDHP coverage since June 1, 2017 when she started a new job.
Judy was an eligible individual all year.
Judy asked the HSA trustee from her previous job to transfer the balance of $2,000 into the HSA at her new job.
In 2017, Judy contributed $975 to her HSA.
In 2017, Judy took funds from her HSA to pay the following expenses:
- Insulin $275
- Doctor visit $185
- Yoga classes $300
- Prescription medicine $225
- Premiums for COBRA coverage $425
Judy is a U.S. citizen and has a valid Social Security number.

8. What is the amount reported on Form 8889, line 15? A. $410 B. $685 C. $1,110 D. $1,410 A. $410 B. $685 C. $1,110 D. $1,410 Interview Notes

Judy Young is 58 years old.
Judy is single, is not disabled, and has no dependents.
In 2017, she had earnings from her job of $24,300.
Judy has participated in her employer's self-only HDHP coverage since June 1, 2017 when she started a new job.
Judy was an eligible individual all year.
Judy asked the HSA trustee from her previous job to transfer the balance of $2,000 into the HSA at her new job.
In 2017, Judy contributed $975 to her HSA.
In 2017, Judy took funds from her HSA to pay the following expenses:
- Insulin $275
- Doctor visit $185
- Yoga classes $300
- Prescription medicine $225
- Premiums for COBRA coverage $425
Judy is a U.S. citizen and has a valid Social Security number.

8. What is the amount reported on Form 8889, line 15? A. $410 B. $685 C. $1,110 D. $1,410

Line 15: Qualified medical expenses - How much of your distributions were legit

It means how much withdrawal we made from our HSA account.

So answer would be: $1410

Note: Premim for COBRA coverage can be paid through HSA as it is an exception

Note: Yoga classes are Eligible with LMN

Integrity-first tutoring: explanations and feedback only — we do not complete graded work. Learn more.