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Interview Note
For the given data The answers are as follows:
6. Answer: TRUE
7. The amount of total distributions reported on Form 8889, line 14a is
A. $685
B. $1,165
C. $2,110
D. $2,590
Answer is D. $2,590
8.What is the amount reported on Form 8889, line 15?
A. $460
B. $685
C. $2,110
D. $2,590
Answer is C. $2,110
Interview Notes Please answer questions 6 - 7. Judy Young is 58 years old. Judy is...
Peggy Walker Directions Use the interview notes, taxpayer documents, and reference materials needed for this scenario . Please complete Form 1040 through line 15, and the appropriate forms (including Form 8889), schedules, or work- sheets . Answer the questions following the scenario . Note: When entering Social Security numbers (SSNs) or Employer Identification Numbers (EINs), replace the Xs as directed, or with any four digits of your choice. Interview Notes Peggy Walker, age 48, is a single parent raising her...
Interview Notes Leo Williams is single and 45 years old. Leo works as an IT manager and his Form W-2 shows wages of $47,250. Leo participated in his employer’s self-only coverage High Deductible Health Plan (HDHP) all year. Leo does not have any other health coverage. Leo has had an HSA for two years. Leo’s employer contributed $1,500 in 2018 to Leo's HSA. In 2018, Leo’s aunt contributed $1,900 to Leo's HSA. Leo is a U.S. citizen and has a...
Interview Notes Leo Williams is single and 45 years old. Leo works as an IT manager and his Form W-2 shows wages of $47,250. Leo participated in his employer’s self-only coverage High Deductible Health Plan (HDHP) all year. Leo does not have any other health coverage. Leo has had an HSA for two years. Leo’s employer contributed $1,500 in 2018 to Leo's HSA. In 2018, Leo’s aunt contributed $1,900 to Leo's HSA. Leo is a U.S. citizen and has a...
Interview Notes Leo Williams is single and 45 years old. Leo works as an IT manager and his Form W-2 shows wages of $47,250. Leo participated in his employer’s self-only coverage High Deductible Health Plan (HDHP) all year. Leo does not have any other health coverage. Leo has had an HSA for two years. Leo’s employer contributed $1,500 in 2018 to Leo's HSA. In 2018, Leo’s aunt contributed $1,900 to Leo's HSA. Leo is a U.S. citizen and has a...