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
