Use the taxpayer documents and interview notes to complete this practice exercise. Complete Form 1040 and the appropriate forms and schedules, to answer the questions.
For practice using the tax preparation software, complete this scenario using the Practice Lab on Link & Learn Taxes.
Click here to see Andrew's Form 13614-C.
Click here to see Andrew's Form 5498-SA.
Click here to see Andrew's Form W-2.
What is the amount of Andrew's HSA deduction?
Did Andrew make an excess contribution to his HSA?
Is the urgent care bill a qualified medical expense for HSA purposes?
What is the total unreimbursed qualified medical expenses reported on Form 8889, Part II?
Select the correct answers, then click Check My Answer.