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I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

 
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ThomasM125
Employee Tax Expert

I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

You enter the Form 1099-SA in the Wages and Income section of TurboTax, then Less Common Income, then 1099-SA, HSA, MSA. Once you are done entering one form, there will be an option to enter the other one you have.

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5 Replies
ThomasM125
Employee Tax Expert

I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

You enter the Form 1099-SA in the Wages and Income section of TurboTax, then Less Common Income, then 1099-SA, HSA, MSA. Once you are done entering one form, there will be an option to enter the other one you have.

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I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

Thank you! Finally realized I could post two 1099-SAs for the same HSA account. 

I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

This feature doesn't seem to be working. It seems like the "+ Add" button directing me to the edit page.

I added the first 1099-SA, then when I hit the "+ Add" button afterward, it prepopulates the form with the same information I already entered in the first entry and any changes I make simply change the first entry. No additional entry is made. 

My details:
I have two separate 1099-SA statements (two HSA servicers) for one given tax year

CesarJ
Employee Tax Expert

I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

Maybe you may want to delete your 1099s and start over again. 

 

If you added a Form 1099-SA you can delete the form by following the steps below:

  1. Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)
  2. In the left side bar, select Tax Tools then select Tools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. Select Delete next to Form 1099-SA. In addition, you would also need to delete any related forms or schedules (ex. Form 8889 and Health Savings Accounts and follow the onscreen instructions.

@user17711218569 

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I received two copies of 1099-SA, one Distribution 1 and one Distribution 2. How do I report these in TurboTax?

Doing this resolved my issue!! Thank you!

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