Luther, age 54, and Lexi, age 56, are married and file a joint return. ...
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Luther, age and Lexi, age are married and file a joint return. Lexi has family coverage through her High Deductible Health Plan HDHP at work. In Lexi contributed $ to her Health Savings Account HSA Luther made contributions totaling $ to his HSA in Luther's Form SA shows a distribution from his HSA of $ They have receipts showing they paid: o $ for new eyeglasses for Lexi, o $ in copays for doctor visits and tests, o $ for over the counter medication, and o $ for Personal Protective Equipment PPE to prevent the spread of COVID and home COVID tests In April Luther was diagnosed by his physician with a terminal illness. In May, Luther and Lexi decided to take a luxury vacation before his health deteriorated. They used a distribution from Luther's IRA to pay for it They received a Form R showing $ in Box and code in Box Lexi sold a used handbag on an online marketplace. She received a Form K reporting the $ sale. She originally paid $ for the bag. does Luther qualify for an exception to the additional tax on early distributions?
Luther, age and Lexi, age are married and file a joint return.
Lexi has family coverage through her High Deductible Health Plan HDHP at work. In Lexi contributed $ to her Health Savings Account HSA Luther made contributions totaling $ to his HSA in
Luther's Form SA shows a distribution from his HSA of $ They have receipts showing they paid:
o $ for new eyeglasses for Lexi,
o $ in copays for doctor visits and tests,
o $ for over the counter medication, and
o $ for Personal Protective Equipment PPE to prevent the spread of COVID and home COVID tests
In April Luther was diagnosed by his physician with a terminal illness. In May, Luther and Lexi decided to take a luxury vacation before his health deteriorated. They used a distribution from Luther's IRA to pay for it They received a Form R showing $ in Box and code in Box
Lexi sold a used handbag on an online marketplace. She received a Form K reporting the $ sale. She originally paid $ for the bag.
does Luther qualify for an exception to the additional tax on early distributions?
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