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Carl, age 46, and Monica, age 42, are married and will file a joint return.

• They have two children,

Adriane and Robert, whom they will claim as dependents on

their joint return.

• Monica's cousin, Michael (age 29), came to live with them in July 2019. Michael

pays more than half of his support and does not qualify as their dependent, but they

paid $500 of Michael's medical bills in November 2019.

• Carl was enrolled all year in an HDHP with family coverage.

• Carl has had an HSA for four years. He has no other health insurance.

• In 2019, Carl made regular contributions to his HSA totaling $4,000.

• In 2019, Carl took $1,800 from his HSA to pay the following expenses:

- $300 to purchase Monica's eyeglasses (needed for medical reasons).

- $725 health club membership for Carl.

- $250 for over-the-counter eye medicine for their son, Robert (no prescription from


- $525 for Adriane's physical therapy sessions.

• Carl, Monica, Adriane, Robert, and cousin Michael are all U.S. citizens and have

valid Social Security numbers.

9. Carl's HSA deduction amount on Form 1040 is $4,000.

a. True

b. False

10. The amount Carl paid for his health club membership is a qualified medical

expense for HSA purposes.

a. True

b. False

11. What is the total amount of unqualified medical expenses paid by Carl for HSA


a. $250

b. $975

c. $1,075

d. $1,325

Top Answer

Carl's HSA deduction amount on Form 1040 is... View the full answer

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