PaulaM
Employee Tax Expert

After you file

Yes, you will need to add the additional 1099-SA form. The IRS will be looking for it's match on your return (tiny though it may be).

If you have already filed your return, you must wait until the return is accepted/rejected. If rejected, you can go ahead and add the 1099-SA.

If you have already filed your return and it is accepted, then you will need to amend it to add the 1099-SA form. However, wait until the original return is fully processed. If you had a refund/tax payment due wait until you receive the refund or the payment is processed.

Do not make any changes to your original return in the meantime. This can really mess things up. The IRS amend form is not ready until mid-February. When it's ready, check the link below for directions to amending your return.

https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed

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