Am I required to file an amended return with no change expected?

Forum|Forum|3 years ago
April 22, 2023
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I found out that one of my previous employers for 2022 submitted a corrected W2 (naturally without any notification) and it looks like the changes were to Box 12 on the W2:

Original: Box DD = $5085 Box W = $0.00

Corrected: Box DD = $9730 W = $3000

I normally file with TurboTax and when I tried inputting these numbers, I noticed that it didn't change any of the refund amount (owed or due). For context: we had a high-deductible HSA plan where we did use all of the contributions for medical expenses in 2022, so I think it cancelled out any taxable HSA contributions.

I looked over the amended the docs for the new return and it looks like the Net Change looks like $0 for federal/state. I was wondering with that being the case, is it generally even required that I submit a return?

Thanks in advance!

Not A Product Question

Mike9241

box 12W indicates you had employer contributions (under the tax laws both your contributions and any matching employer contributions are reported as employer contributions) to a HSA account. that requires filing form 8889. you also need to report that you spent the entire account on qualified medical expenses. you should have gotten a 1099-SA for that. the $3,000 should only appear on line 9 and not line 2 of the form. so your choice is to amend now or wait for an IRS notice which is sure to come sooner or later. the HSA trustee sends reports of contributions and distributions to the IRS so when it goes to match it will find missing info which will delay any refund depending on the timing of your return submission and the trustee sending the reports to the IRS. if that 12W is not right then you have to contact your employer to have it corrected. 12DD is irrelevant and does not affect your taxes

qqdpAuthor

For what it's worth, I did file the information regarding the 1099-SA already and I did actually get a refund because I filed my taxes back around February.

The corrected 12W is right (I just didn't notice it when I originally file), but it also doesn't seem to affect my refund in the TurboTax app, so I wasn't sure if I should even be filing an amended return.

Critter-3

Since you already handled the distribution on the 8889 form then you have nothing to amend UNLESS you entered the $3000 HSA contribution in the program and took an incorrect adjustment to income on Sch 1, part II line 13.