After you file

No, to get the corrected 1099-SA, you will need to ask your HSA plan administrator for a "Mistaken Distribution" form. Along with this form, you will need to send them the ~$40.

The HSA provider will send you the corrected 1099-SA, either now or for next year.

Have you already filed? If so, you'll want to amend your return so that your forms match what the IRS has (they get a copy of the corrected 1099-SA).

If you have not yet filed, then the easiest thing to do would be to file an extension, especially if you are getting a refund or you are pretty sure of what you will owe. Then when the corrected form comes in (probably in late April), you can file then.

 

[Edited 3/17/2020 4:25 pm CDT - made year neutral]

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