turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Amended Tax Return - forms to include in filing

Greetings,

 

I need file an amended tax return for 2019 due to excess contributions made to my Wife's HSA account.

FWIW she was able to file for a backdated Social Security check = includes Nov + Dec 2019, and I contributed to the HSA for those months. Hence, I filed for a refund with the HSA acct and they will create an amended 5498-SA form.

 I ran an amended return in Turbo Tax Deluxe 2019. It created a bunch for forms,

what forms do I mail to the IRS ?

 ** 1040-X

?? 8889 = which shows a reduced amount for 2019 contributions to the HSA

?? 1040SR = revised calcs for Taxable income

?? Schedule 1 = shows revised adjustments to income

?? the corrected 5498-SA form = shows revised contribution amount for 2019

?? Entire original federal tax filing

 

Many thanks in advance for your help.

 

Tom

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
rjs
Level 15
Level 15

Amended Tax Return - forms to include in filing

Just mail Form 1040-X and the revised Schedule 1 and Form 8889.

 

Amended Tax Return - forms to include in filing

Thanks RJS ..

 

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question