Contact your plan administrator to report the error, find out the procedure for a repayment to your HSA account, and request a corrected 1099-SA form.
If you received a distribution during the year from your HSA due to a mistake (reasonable cause), you may repay the mistaken distribution no later than April 15 of the following year you knew or should have known the distribution was a mistake.
- Under these circumstances, the distribution is not included in gross income, is not subject to the 20% additional tax, and the repayment is not subject to the excise tax on excess contributions.
- The repayment will not be reported as a contribution on Form 5498-SA.
You'll get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year.
Here's how to add it in TurboTax:
- Open or continue your return in TurboTax
- Select Search and enter 1099-SA
- Select Jump to 1099-sa
- Answer the questions and continue through the screens
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