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Level 1
February 19, 2025
Question

where do you upload 1099-SA?

  • February 19, 2025
  • 2 replies
  • 13 views
I can't find where to upload the 1099-sa form

    2 replies

    JohnB5677
    Level 15
    February 19, 2025

    Follow these steps to post your 1099-SA

     

     Select Tax Tools

    • This is on the left sidebar
    • You may have to minimize the Federal and State options
    • You also may have to scroll down on that menu
    1. Once you can work on Tax Tools
    2. On the drop-down select Tools
    3. There will be 3 or 4 green boxes
    4. Select Topics Search
    5. Type the form number
    6. 1099-SA
    7. Continue through the Interview.

     

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    DoninGA
    Level 15
    Level 15
    February 19, 2025

    The Form 1099-SA cannot be imported, you have to enter the form manually.

     

    Click on Federal

    Click on Deductions & Credits

    Scroll down to Medical 

    On HSA, MSA Contributions, click the start button