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Level 1
posted Apr 23, 2025 3:53:08 PM

Need to amend 2023 return for HSA distributions do I need to file both federal and state

Hi, I forgot to include my 1099-SA for HSA distributions for 2023. They were used for medical expenses so no refund amount changes.

 

I know I need to amend my federal return, do I also need to mail in an amended state return? I am in Illinois. 

 

Thank you

0 2 8287
2 Replies
Expert Alumni
Apr 23, 2025 3:54:33 PM

No. It will not effect your state return.

 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

 

  • You must first wait until the initial return is completely processed.
  • You will have to use the same TurboTax account that you used for the original tax return.
  • Once you begin your amendment, you'll see your original return.
  • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
  • Only make changes to the areas of your return that need to be corrected.
  • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

Level 1
Apr 23, 2025 3:56:15 PM

Great! Thank you, CatinaT1!