I've always filed a 1040EZ. This year nothing has changed except that I had an HSA account in 2006. I've been told that because of the HSA, I have to file a 1040 and attach a Form 8889 dealing with the HSA.

Our bookkeeper at work e-filed my taxes for me today using an online tax service (TurboTax). I realized when I looked at everything that TurboTax generated a 1040EZ and attached the Form 8889.

Do I need to do something to fix the problem with the IRS now, or wait until I'm contacted by them. I am scheduled to get a refund. If I need to correct the return, how do I do that, i.e. what form and when since I e-filed.

Thanks,
Kay

Kay:

If the Form 8889 was properly completed, it was filed with the efile In my opinion.

I would wait to be contacted by the IRS. If you want to make sure, wait about six weeks, then ask the IRS to send you your 2006 tax script. It will show what was filed. If the script has the Form 8889, you are home-free!

Quote:

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Originally Posted by mkcarman

I've always filed a 1040EZ. This year nothing has changed except that I had an HSA account in 2006. I've been told that because of the HSA, I have to file a 1040 and attach a Form 8889 dealing with the HSA.

Our bookkeeper at work e-filed my taxes for me today using an online tax service (TurboTax). I realized when I looked at everything that TurboTax generated a 1040EZ and attached the Form 8889.

Do I need to do something to fix the problem with the IRS now, or wait until I'm contacted by them. I am scheduled to get a refund. If I need to correct the return, how do I do that, i.e., what form and when since I e-filed.

Thanks,
Kay

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If Form 8889 is present in your return, TurboTax forces the filing of Form 1040. We suppress the filing of Form 1040EZ. However, whoever prepared your return still has the ability to print any form even if it is not ELECTRONICALLY FILED with the IRS. So, I suspect that even though Forms 1040 and 8889 were electronically filed correctly, the preparer simply printed Form 1040EZ for your records not knowing the technical filing requirements of Form 8889.

Bob Meighan
VP, TurboTax

Quote:

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Originally Posted by bmeighan

If Form 8889 is present in your return, TurboTax forces the filing of Form 1040. We suppress the filing of Form 1040EZ. However, whoever prepared your return still has the ability to print any form even if it is not ELECTRONICALLY FILED with the IRS. So, I suspect that even though Forms 1040 and 8889 were electronically filed correctly, the preparer simply printed Form 1040EZ for your records not knowing the technical filing requirements of Form 8889.

Bob Meighan
VP, TurboTax

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Boy, I hope you are right. I don't need any red flags poping up with the return.

Kay

Kay:

I agree with BMeighan.

BTW, he is an executive with TurboTax. If anyone knows how it work, he does!

Quote:

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Originally Posted by mkcarman

I've always filed a 1040EZ. This year nothing has changed except that I had an HSA account in 2006. I've been told that because of the HSA, I have to file a 1040 and attach a Form 8889 dealing with the HSA.

Our bookkeeper at work e-filed my taxes for me today using an online tax service (TurboTax). I realized when I looked at everything that TurboTax generated a 1040EZ and attached the Form 8889.

Do I need to do something to fix the problem with the IRS now, or wait until I'm contacted by them. I am scheduled to get a refund. If I need to correct the return, how do I do that, i.e., what form and when since I e-filed.

Thanks,
Kay

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I had the same experience. I believe, in my case, it occurred because I had no distributions from my HSA. I researched the IRS website and the only place where I could find any reference to 1040 vs 1040EZ was in the 1040 instructions indicating that you must file a 1040 if you received a 1099-SA (Distributions from HSAs) and on the form 8889 itself saying to attach it to Form 1040 and to put the amount of line 11 on Form 1040, line 25, and to put the amount on line 14 on Form 1040, line 21, and also to put the amount of line 15b on Form 1040, line 63.
I even went back into Turbotax and pulled up the Form 8889 and overrode the entries for Part II (they were blank) by inserting zeros and it still did not produce a 1040.
My way around the problem was to go to Forms, open the Form 1040 and print it from there. Even though it printed the Form 1040, it did not have any entries on line 25 or line 21. I just manually wrote in the zeros on these lines.
I'm no expert, but something is strange here. Maybe the VP of Turbotax needs to explore this more. Maybe the Form 1040 EZ is only suppressed if there are distributions.
Anyway, I hope this information is helpful to someone else.

Noted!

Thanks for the help. Actually, I've already received my tax refund, so everything must have been okay after all.

I still think the HSA was either handled incorrectly on my W-2 or in the tax return because I got $200.00 less back this year than usual. The only difference was the HSA and it should have balanced itself out. But, that's a completely different issue. Evidently, the IRS was okay with what I filed.

Ask for the tax script sometime in June, JUST to be sure!

Thank you so much for your response. You've been extremely helpful and I really appreciate it.

Kay

Glad to help!