I filed a 1040NR-EZ tax return. Only after I mailed it, I realized that I had an HSA which requires Form 8889 and the non-simplified 1040NR to be filed. My W-2 does show a W contribution in Box 12.

If I file an amended return, the refund won't change since my own HSA contribution was $0.01 (how funny is that?) and my employer's HSA contribution is just a two-figure number.

Is it necessary to file an amended return? If the amounts were larger, I would do this straight-away, but for just a $0.01 change in the AGI I'm not sure if this is worth the effort (on my as well as on IRS's side)? The IRS should've received my 1040NR-EZ about four weeks ago but I haven't heard anything from them yet.

  • 1
    Did you receive a 1099-SA from your bank/HSA custodian? – Ben Miller Apr 11 '18 at 10:46
  • No, but I received a 5498-SA Tax Form (the Copy B For Participant). – Christian K Apr 11 '18 at 12:05
  • Did you efile or on paper? I'm guessing the latter. If so, 4 weeks is about the minimum and up to 8 weeks is normal; see also (my) money.stackexchange.com/a/94161/24436 . Even then IRS won't send notices for very small amounts because it costs them money -- not just to actually send the notices, which is mostly computerized, but for staff time to handle the responses. If they don't bother, I don't think you're required to either. – dave_thompson_085 Apr 12 '18 at 1:06
  • Yes, I've filed on paper. Thanks for the info! I guess I'll see if/when/what they respond. For my state return, I'll attach the corrected federal return (I've already prepared it; wasn't actually that hard in the end). – Christian K Apr 12 '18 at 10:41

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