Click here to see the Calhouns' Form 13614-C, Intake/Interview Sheet.
Click here to see James and Diana's Forms W-2.
Click here to see the Calhouns' Form 5498-SA.
Click here to see Diana Calhouns' Form 1099-SA.
Directions: Use the interview notes and taxpayer documents to complete this practice exercise. Complete Form 1040 and the appropriate forms and schedules, to answer the following questions.
For practice using the tax preparation software, complete this scenario using the Practice Lab on Link & Learn Taxes.
The HSA deduction on the Calhouns' tax return is:
What is the total, unreimbursed, qualified medical expenses on Form 8889, Part II?
Did the Calhouns receive distributions in excess of their unreimbursed qualified medical expenses?
Select the correct answers, then click Check My Answer.