Skip to main content
May 14, 2020
Solved

Do I have to file an amended return if some forms are changed but refund is unchanged?

  • May 14, 2020
  • 1 reply
  • 0 views

I filed my 2019 tax return and got my refund.  I received an updated w2 from my employer that shows changed wages and my hsa contribution.  Since the original w2 was missing the hsa contribution, I had entered the hsa contribution on form 8889 in the filed return.

 

The AGI and refund using the amended w2 is the same as the filed return.  Is it necessary to do a 1040X return to correct numbers on Form 8889 and 1040 if the refund or tax due doesn't change?

    Best answer by Bsch4477

    No need to amend since there is no change in tax liability. 

    1 reply

    Bsch4477Answer
    Employee
    May 14, 2020

    No need to amend since there is no change in tax liability.