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Total HSA contribution reported incorrectly, but not exceeding limit. Should I file an amendment? If yes, what are the correct steps?
I filed both Federal and CA tax returns and later discovered that in addition to my employer contribution pointed in W-2, there was also $75 dollars contribution from bank which manages the HSA and it is not reported in W-2. Even with this addition of $75, total contribution is still below Family Limit in 2020.
Should I file an amendment to Federal and State tax returns?
If yes, how to correctly change the return to get those $75 into the right place in form 8889.
March 11, 2021
8:06 PM