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How do I enter another a 2nd 1099Q or 1099SA

Last year my company changed banks for our health savings account.  I have 2 1099-SA forms from two banks.
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1 Reply
ShawnaD
New Member

How do I enter another a 2nd 1099Q or 1099SA

To add an additional 1099-Q:

  • On the Tax Timeline, select "Federal Taxes
  • Select “Deductions and Credits” on the second menu bar
  • Click the “Edit/Add” Button next to “ESA and 529 Qualified Tuition Programs (Form 1099-Q)” 
  • Answer the first question. On the second screen you should see the original 1099-Q and an option "+Add a 1099-Q"


To add an additional 1099-SA:

  • On the Tax Timeline, select "Federal Taxes
  • Select “Wages and Income” on the second menu bar
  • Click "Edit" next to "1099-SA, HSA, MSA"
  • Click "Edit" on the next screen
  • Click "Continue" on the next screen
  • On the second screen you should see the original 1099-SA and an option "+Add another 1099-SA"


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