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
You'll need to sign in or create an account to connect with an expert.
Just mail Form 1040-X and the revised Schedule 1 and Form 8889.
Thanks RJS ..
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