turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I did not file an 8889 for my HSA. None of it was taxable (all qualified medical) distribution. Do I need to file an amended return?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

I did not file an 8889 for my HSA. None of it was taxable (all qualified medical) distribution. Do I need to file an amended return?

Yes, you will likely want to file an amended return, but you cannot do so until the IRS has accepted and processed your return and you have received your refund.

There is a question in the 1099-SA interview that you need to answer when you prepare the amendment.  To revisit the interview:

  • In the Federal return, choose Deduction & Credits
  • Scroll down to Medical and Show more
  • Start or Revisit HSA MSA Contributions and edit the appropriate 1099-SA
  • Continue through the HSA MSA interview until you reach the screen "Did you spend your HSA money on medical expenses only?" select the radio button next to "Yes, I only used it for medical expenses."  

This should resolve your issue.

View solution in original post

1 Reply

I did not file an 8889 for my HSA. None of it was taxable (all qualified medical) distribution. Do I need to file an amended return?

Yes, you will likely want to file an amended return, but you cannot do so until the IRS has accepted and processed your return and you have received your refund.

There is a question in the 1099-SA interview that you need to answer when you prepare the amendment.  To revisit the interview:

  • In the Federal return, choose Deduction & Credits
  • Scroll down to Medical and Show more
  • Start or Revisit HSA MSA Contributions and edit the appropriate 1099-SA
  • Continue through the HSA MSA interview until you reach the screen "Did you spend your HSA money on medical expenses only?" select the radio button next to "Yes, I only used it for medical expenses."  

This should resolve your issue.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question