RobertB4444
Expert Alumni

Get your taxes done using TurboTax

It looks like because the provider switched that you had two 1099-SA issued for distributions from your HSA.  You have two options here-

 

Contact the HSA provider and get them to amend their filing so that the correct amount is reported to the IRS.  This is the best option for you because it is correct and represents what actually happened.

 

Enter both forms onto your tax return and say that all of the distributions were spent on medical expenses.  That will get your tax return to the correct place, although if you are audited you will only have medical receipts to cover the first withdrawal and you will have to explain the duplication issue to the IRS at that time.

 

To enter your 1099-SA into TurboTax go to the 'Wages and Income' section of your federal return and scroll down to 'Less Common Income' towards the bottom.  The first entry in that section is the 1099-SA so click start next to that and enter all of the information from your form.  The first question after that will be 'Did you spend all of this money on qualified medical expenses?'  If you answer 'Yes' to that then all of the distributions are not taxed.

 

@DAM11 

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