My W2 already listed HSA information but then I got a 1099-SA showing a disbursement of a larger amount.
I chose to amend my tax return and entered the new 1099-SA but Turbotax says that nothing changed between the file return and the amended return.
Any ideas how to proceed?
Go ahead and file your amended return, even though TurboTax indicates no change.
Generally, if there's no change to your balance due or refund on your return, you won't need to amend.
However, the IRS has received the same Form 1099-SA data that you have. You need to report that information on your return, and the fact that (apparently) you used the disbursement for qualified medical expenses.
If you don't, the IRS will most likely assume that the unreported amount is taxable and send you a notice.
Go ahead and file your amended return, even though TurboTax indicates no change.
Generally, if there's no change to your balance due or refund on your return, you won't need to amend.
However, the IRS has received the same Form 1099-SA data that you have. You need to report that information on your return, and the fact that (apparently) you used the disbursement for qualified medical expenses.
If you don't, the IRS will most likely assume that the unreported amount is taxable and send you a notice.
How to I put that amount on my return if I already filed my return..
You will get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year.
If you have e-filed your 2020 Federal tax return, and the IRS accepts the tax return, you will have to amend the tax return after you receive your refund.
If you have e-filed your 2020 Federal tax return, and the IRS rejects the tax return, you will be able to add IRS form 1099-SA and then correct the issues related to the e-file rejection.
Enter the 1099-SA by following these steps.
See this TurboTax Help.