Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

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

cancel
Showing results for 
Search instead for 
Did you mean: 
joyceybear
Level 1

In a past year, apparently I didn't check off that all of my HSA expenses were qualified expenses. How do I go about amending that?

I did receive a letter from the IRS with  this information and will owe taxes on these expenses unless I can fix it.
1 Best answer

Accepted Solutions
Critter-3
Level 15

In a past year, apparently I didn't check off that all of my HSA expenses were qualified expenses. How do I go about amending that?

The IRS probably wants a form 8889 filled in ...   

To enter medical expenses in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Deductions & Credits  [In TT Self-Employed:  Personal > Deductions & Credits > I'll choose what I work on].
  2. In the Medical section, click on the Start/Revisit box next to Medical Expenses 
  3. Continue through the interview, entering the requested information on your medical expenses.
  4. You will be asked to confirm the amount you withdrew from your HSA/MSA to pay for medical expenses. 

View solution in original post

2 Replies
Critter-3
Level 15

In a past year, apparently I didn't check off that all of my HSA expenses were qualified expenses. How do I go about amending that?

The IRS probably wants a form 8889 filled in ...   

To enter medical expenses in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Deductions & Credits  [In TT Self-Employed:  Personal > Deductions & Credits > I'll choose what I work on].
  2. In the Medical section, click on the Start/Revisit box next to Medical Expenses 
  3. Continue through the interview, entering the requested information on your medical expenses.
  4. You will be asked to confirm the amount you withdrew from your HSA/MSA to pay for medical expenses. 
joyceybear
Level 1

In a past year, apparently I didn't check off that all of my HSA expenses were qualified expenses. How do I go about amending that?

Thank you!

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.48m
Members

2.6m
Discussions

Manage cookies
v