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Ammend 2017 1040 for HSA contribution

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Ammend 2017 1040 for HSA contribution

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Old 02-07-19, 04:56 PM
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spinnaker
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Ammend 2017 1040 for HSA contribution

When I did my 2017 taxes, for some reason I did not declare enough HSA contributions. Even with the mistake, I am well under the contribution max for 2017. Can anyone point me to the instructions to amend my return for insufficient HSA contribution?

P.S. I do have H%&R Block software. Can I simply use that somehow?
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Old 02-08-19, 03:04 PM
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Sorry I have no info, but dropping a comment to sub, because I would also like general information about amending past returns, in case I need it some day.
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Old 02-08-19, 05:54 PM
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I figured it out. It is simple with H&R Block software.

1. Open H&R Block 2017

2. Load your 2017 files.

3. Make a copy.

4. Open the copy.

5. Search on Amend. You will see Amend Interview. Click on it.

6. It will basically take you through the same interview as when you did your 2017 taxes.

7. Continue all the way to the end of the interview.

8. You will be instructed to print the form. Make sure you pick 1040X from the list because 1040 is the default.

9, Print the form.

10. Sign

11. Attach any supporting documentation. Not you 2017 1040!

12. Send it in.

You will be given an option to apply any refund to your 2018 taxes. You can do so if you have not yet filed.
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Old 02-09-19, 06:39 AM
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Some amendments are applicable for Federal and State. Amended Federal tax returns are not electronic submissions. They have to be paper filed, at least for now. This takes a while and if your explanation is not clear, it takes even longer for the reviewer to sift through your explanation.
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Old 02-11-19, 10:57 AM
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For at least 10 years now I have been using an amazing Excel spreadsheet put together by a guy named Glen Reeves. Just google "1040 Excel" and the top hit will get you to it. It's got tabs for entering your W-2s, a whole bunch of types of 1099s, the 1040 itself, many common schedules and forms (including multiple 8893s), and separate tabs for lots of worksheets for calculating various lines (child tax credit, etc)

It takes full advantage of the power of spreadsheets, so when you enter a number in 'its place', it gets included into the right line of the right form automatically. For instance, entering values on Schedule A, as soon as your SchA deductible passes up your standard deduction, the 1040 switches over to using it.

The whole spreadsheet is password-protected (and he doesn't give out the password), to protect you from screwing things up; there are override cells you can use if you need to, but I haven't had to for years (probably didn't have to ever, if I knew how to do it right!)

All the forms and schedules are formatted so they print to look just like the actual forms. The first couple years I hand-copied values from the spreadsheet to the official forms, but now I just print straight from the worksheets, sign them, and mail them in.

And this year he's gone above and beyond and changed everything all up based on the new 'postcard-sized' redo.
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Old 02-11-19, 11:42 AM
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I was going to say 1099X but I was not certain. My accountant had to file one for me one year because his intern accidentally entered my real estate tax deduction twice. By the time the mistake was discovered, my return had already been processed. The form did have to be mailed in, but since I had to pay money, there was no questioning of the explanation.
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