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CDBrian
New Member

1099-SA successful upload and adding second 1000-SA

I have two issues. (I have used TurboTax for many years; entering today is not going smoothly.)

1. I cannot successfully upload, via PDF or photo, a 1099-SA. 

2. I attempted several times to manually add two different 1099-SA, but each time it deleted the previously entered information. 

I need solutions to both. Thank you.

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1 Reply
BillM223
Employee Tax Expert

1099-SA successful upload and adding second 1000-SA

1. If you have difficulty doing an auto-import (of any form, not just the 1099-SA), delete the form (if anything was imported) and then enter the data on the form by hand.

 

2. There have been reports of taxpayers accidently editing the first 1099-SA when trying to add a second 1099-SA. The reported workaround is to delete the first 1099-SA (see below) and to add both forms by typing them in.

 

Delete a 1099-SA

 

*** Desktop/Windows***

 

3. Go to the upper right and click on Forms, and 

4. Select the desired form 1099-SA. Note the Delete Form button at the bottom of the form’s screen.


*** Desktop/Mac***


3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form 1099-SA that you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** Online ***

 

3. go to Tax Tools (on the left), and navigate to Tools->Delete a form 

4. delete form(s) 1099-SA

 

5. go back and redo the entire HSA interview....


 

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