Other Tax Questions
Questions and comments on other topics covered in Fairmark.com, such as UTMA accounts, and any tax questions that don't fit our other categories.
1040X and 8889
Posted by: erock, April 20, 2017 12:18AM
Just realized that I forgot to file form 8889 for 2016 since I had HSA contributions and distributions. When filing out form 1040X do I need to fill out any of the lines 1-30 since they did not change? (it was already factored into the original 1040) Obviously I'll fill out personal information but didn't know if anything was required when adding a missing form.

Line 30 (dependents) almost reads like a required field whether you are changing it or not.


Re: 1040X and 8889
Posted by: kaneohe, April 20, 2017 03:29AM
from 1040X instructions:

Lines 1 Through 30—Which Lines To Complete
Before looking at the instructions for specific lines, the following information may point you in the right direction for completing Form 1040X.
You are providing only additional information. If you aren’t changing any dollar amounts you originally reported, but are sending in only additional information, do the following.

Check the box for the calendar year or enter the other
calendar or fiscal year you are amending.

Complete name, current address, and SSN.

Check a box in Part II, if applicable, for the Presidential Election Campaign Fund.

Complete Part III, Explanation of changes.

Re: 1040X and 8889
Posted by: erock, April 20, 2017 10:16PM
Thanks for the clarification!

Re: 1040X and 8889
Posted by: triad, April 21, 2017 06:22AM
Keep your records where you can find them. A 1040X tends to be an adjustment, not the entry of the entire form. Consequently, you may still get a computer generated letter trying to add the moneys (both contributions and distributions) back to income.

If so, you immediately fax the 8889 back.

Re: 1040X and 8889
Posted by: kaneohe, April 21, 2017 02:14PM
I guess I had assumed that the 8889 would be sent in w/
the minimally filled in 1040X since it was the form that had changed.

Re: 1040X and 8889
Posted by: triad, April 21, 2017 10:14PM
Yes, you send in the 1040X. The problem is the matching program has to look at info forms, the tax return and the adjustment. Depending on how the adjustment is coded, it may not pick up the fact that an 8889 was submitted.

There is supposed to be a review by humans in the AUR group to avoid mailing out amount owed letters if there was already a 1040X to satisfy the issue. Humans are pretty fallible.

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