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How do I amend my 2023 federal tax return to correct my Health Savings Account (HSA) contributions?

by TurboTax•20• Updated 2 months ago

Some TurboTax customers have overpaid their federal taxes due to a calculation error. 

We recommend that affected people submit an amended federal return as soon as possible. By filing an amended return, you’ll get your money back.

To amend your federal tax return, select your version of TurboTax below and follow the instructions.

  1. Write down the original refund or balance due amount(s) for your Federal income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount.
  2. Log in to the TurboTax account where you prepared your 2023 return. In Tax Home, scroll down to Your tax returns & documents, and choose 2023. If you have not already done so, we recommend that you print a copy of your original 2023 tax return for your records by selecting Download/print return (PDF). 
    Select Amend (change) return and then select Amend Using TurboTax Online.
  1. On the OK, let’s get a kickstart on your 2023 amended return screen, choose TurboTax sent me an email, then Continue.
  2. On the What did we contact you about? screen, choose Something else then Continue.
  3. On the Tell us which 2023 return(s) you want to amend screen, select 2023 Federal return. Then Continue. Your federal refund/balance due tracker will usually reset to $0. This is normal.
  4. On the Here’s the info for your amended federal return screen, select Done.
  5. On  the Tell us why you’re amending your return screen, enter “TO CORRECT EXCESS HSA CONTRIBUTIONS AND TAX ON FORM 5329”. Then Continue.
  6. On the Let’s confirm your mailing address screen, confirm your mailing address. Then Continue.
  7. On the Do you want to designate $3 to a presidential campaign fund? screen, select your answer and then Continue.
  8. On the Do any of these less common situations apply to you? screen, select None of these apply to me, then Continue.
  9. On the Let’s get your return ready to file screen, select Check my return.
  10. On the Just about ready to file. But first… screen, select Continue.
  11. On the Let’s take care of these details now screen, select Review and fix any errors.
  12. On the We still have a couple details to button up screen, select Continue.
  13. On the This Year’s Tax recap screen, select Skip Recap
  14. On the Time to Put it All together For One Last Look screen, your Federal balance due will be displayed. Select Continue.
  15. On the We Just need your OK on a couple of things screen, click each of the sections and fill out the pop ups and then Continue.
  16. Follow the instructions to efile your amended Federal return.
    NOTE. Be sure to Print and Save the Federal amended returns for your records. Also be sure to set up payment for the balance due per the TurboTax instructions.
    IMPORTANT - Please file the amended tax return to correct the excess contribution carried over to 2024.
  1. Write down the original refund or balance due amount(s) for your Federal income taxes. We recommend you check the paper/PDF copy of your return(s), or your banking records to verify the correct amount.
  2. Launch TurboTax and open your 2023 return.
  3. Before you make any changes, select File and Save As... then add Amended 2023 return to the file name to preserve your original return.
  4. Select Online and Check for Updates. Allow the program to update, if any are available.
  5. Select the Federal Taxes tab, (Personal tab if you’re using Home & Business), and then select Other Tax Situations. You may be asked to answer a few preliminary questions before you see a list of categories. Scroll down to Other Tax Forms select Start next to Amend a Return.  
  6. On the We’ll help you change (amend) your return screen, select Continue.
  7. On the Did you already file your return? screen, select Yes, I’ve already filed my return. Then select I was contacted by TurboTax and told I may need to amend for some other reason. Then select Continue.
    NOTE. The refund meters will reset to -0-. This is normal.
  1. On the What do you need to change on your return? screen, scroll down to the bottom and select Done.
  2. On the Do you still receive your mail at this address? Screen, verify your mailing address then select Continue.
  3. On the Do you want to designate $3 to a presidential campaign fund? screen, select your answer and then Continue.
  4. On the Special Situation on Your Amended Return screen, select Continue.
  5. On the Why did you need to amend your return? screen, enter “TO CORRECT EXCESS HSA CONTRIBUTIONS AND TAX ON FORM 5329”. Then Continue.
  6. On the Let’s make sure your taxes are correct screen, select Continue. 
  7. On the Let’s Check These Entries screen, select Check Entries. Answer any questions and then select Continue.
  8. On the Run Smart Check Again screen, answer any additional questions then select Done.
  9. On the Let’s make sure your taxes are correct screen, select Continue.
  10. On the Your Amended Return Summary screen, review the changes and select Continue.
  11. On the You’re Done! Print and Mail Your Returns screen, follow the instructions to print and save the amended returns. To electronically file the amended return, follow the instructions at the bottom of the screen and click on the File tab to continue.
  12. On the Let’s get ready to file your taxes screen, select Continue.
  13. On the E-file Your Federal Return for FREE screen, follow the instructions to efile your amended Federal return.
    NOTE. Be sure to Print and Save the Federal amended return for your records. Also be sure to set up payment for the balance due per the TurboTax instructions.
    IMPORTANT - Please file the amended tax return to correct the excess contribution carried over to 2024.

If you have questions, call 844-333-2161 (Monday–Friday, 5 AM to 5 PM PT) to speak with a specialist. Mention Excess HSA Contribution so they know what you’re calling about.

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