turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have 2 1099-SA forms for the same individual. The HSA changed banks. TT won't accept the 2nd one. How can I add the second one.

Turbo Tax Premium
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
DavidD66
Employee Tax Expert

I have 2 1099-SA forms for the same individual. The HSA changed banks. TT won't accept the 2nd one. How can I add the second one.

You can add multiple Forms 1099-SA for the same person.  To do so, 

 

  • Go to Deductions & Credits
  • Scroll down to "HSA, MSA Contributions Form 5498"
  • Next to "HSA, MSA Contributions" click on Start or Revisit
  • Check the  box for the health related accounts you had in 2025 & Continue
  • On the 1099-SA Summary screen, you should see information for the first 1099-SA.  Click on the blue "+ Add" box at the bottom of the screen.
  • Enter your additional 1099-SA
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
jmh123
New Member

I have 2 1099-SA forms for the same individual. The HSA changed banks. TT won't accept the 2nd one. How can I add the second one.

I am unable to enter a second 1099-SA on the web version.  When I click Add + after entering the first persons 1099-SA I get: 

Hmm, looks like we hit a slight snag in this section

Let's get you back to your taxes. Make sure your Internet is connected, and then select Try again or check back in a few minutes.

CatinaT1
Employee Tax Expert

I have 2 1099-SA forms for the same individual. The HSA changed banks. TT won't accept the 2nd one. How can I add the second one.

Sounds like something got stuck. You can try these things:

 

  • Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
  • Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
  • Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
  • Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
  • Restart the Browser: Close all open windows of your browser entirely and then reopen it.

 

Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question