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Please tell us the following:
1. Are you using the Online product or the desktop product? If desktop, is it Windows or Mac?
2. Are the distribution codes (box 3) the same on both 1099-SAs?
3. Were the 1099-SAs for an HSA or an MSA?
4. Any other comments?
Hi,
Thanks for trying to help. I figured out my issue - one form is a 1099-SA and the other is a 5498-SA. I focused on the "SA" part and didn't notice that the numbers were different. I just looked up the difference and am now all set for filing.
Thanks!
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