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Get your taxes done using TurboTax
If you want everything to be exactly kosher down to the penny, then yes, amend your 2023 return and add the phrase "Filed pursuant to section 301.9100-2" to it. Since TurboTax won't do this for you, you will have to print and add it yourself.
This avoids the difficulty that I guess you are anticipating: having a 1099-SA that you haven't reported on any return,
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March 17, 2025
4:37 PM