I forgot to include my 1099sa for HSA distributions.

Forum|Forum|7 years ago
June 1, 2019
5 replies
9 views

I forgot to include my 1099sa for HSA distributions. Since it was only about $300 and the distributions were for qualified medical expenses (showing distribution code 1 on 1099sa form) , do I need to amend my tax return.?

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Best answer by ChristinaS

Technically, yes. The IRS does not presume that the 1099-SA distribution is used for medical expenses.

When you enter a 1099-SA, you specify that it was used for such. This completes Form 8889, line 14a and line 15. Until you complete the Form 8889, the IRS will see the amount as a taxable distribution.

Wait until you get your refund. This is not an urgent amendment, and amending before you get it can be problematic.

After you get the refund, amend your return to add the 1099-SA and complete the Form 8889. Turbo Tax will walk you through it.

shuhanw

Level 2

Hi I'm in the same situation as you. Did you get your refund (calculated without the $300 additional income from HSA distributions) on time? Were you asked by the IRS to provide form 8889?

Laadel

Level 2

8880

Rose1159

Level 2

I have the same situation with 2018 return. Turbo Tax did not prompt and has also deleted my question.

dumrinda

Level 3

I'm also in same situation for year 2018 returns. 1099-SA form has gross distribution of $34 with normal distribution code. However, I haven't retained medical bills/receipts if IRS asks