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Level 1
Jun 5, 2019 12:17 AM UTC
Solved

2015 HSA distribution

Hi! I have a 1099 from 2015. Can I include that in my 2016 taxes?
BillM223Answer
Level 15
Jun 5, 2019 12:17 AM UTC
You need to amend your 2015 return to add the 2015 1099-SA.

There is no mechanism to use your 2015 1099-SA on your 2016 return.
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2 replies

BillM223Answer
Level 15
Jun 5, 2019 12:17 AM UTC
You need to amend your 2015 return to add the 2015 1099-SA.

There is no mechanism to use your 2015 1099-SA on your 2016 return.
**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
ghost
Level 8
Jun 5, 2019 12:17 AM UTC
In fact, if the amount is significant, the IRS will likely be sending you a letter and bill for tax and penalty due.