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Level 1
posted Feb 13, 2022 2:22:10 PM

How to enter two 1099-SA forms for the same person

I need to input two 1099-SA forms. They are both for the same person and both Distribution Code 1. 

TT only allows me to enter one of them. I cannot find a way to enter the second 1099-SA form.

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1 Replies
Expert Alumni
Feb 13, 2022 2:45:44 PM

Please Follow the steps Below:

 

1) Press on Tax Home on the Left Menu.

2) On The Main Screen, Click on Deductions & Credits and click on "Work on other tax breaks".

3) Scroll Down to the Medical Section and click Start/Revisit next to HSA, MSA Contributions. Answer the question accordingly and you should see the screen where it summarizes the forms you have already entered. There should be an option for "Add Another 1099-SA" and you can enter the information accordingly.

 

Please refer to the images below for further Information.