I already filed my return and the return has been processed. I received my 1099-SA after the return was filed. I have used the money from the HSA account only for qualified medical expenses.
The W2 already had the information about the contributions from employer and myself (pretax) which I have input while filing.
Do I need to amend the return? If yes, do I need to file it now or next year?
Thank you
Yes, you need to amend the current year return to report the use of the HSA distribution for qualifying medical expenses on Form 8889. Otherwise, the IRS will assume it was taxable and likely send a bill for additional taxes somewhere down the road. You will have to amend your 2024 tax return. You will see an option for that when you log into your TurboTax program.
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