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Level 1
June 5, 2019
Solved

2015 HSA distribution

  • June 5, 2019
  • 2 replies
  • 16 views
Hi! I have a 1099 from 2015. Can I include that in my 2016 taxes?
Best answer by BillM223
You need to amend your 2015 return to add the 2015 1099-SA.

There is no mechanism to use your 2015 1099-SA on your 2016 return.

2 replies

BillM223Answer
Level 15
June 5, 2019
You need to amend your 2015 return to add the 2015 1099-SA.

There is no mechanism to use your 2015 1099-SA on your 2016 return.
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ghost
Level 8
June 5, 2019
In fact, if the amount is significant, the IRS will likely be sending you a letter and bill for tax and penalty due.