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New Member
posted Feb 19, 2025 11:35:35 AM

where do you upload 1099-SA?

I can't find where to upload the 1099-sa form

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2 Replies
Expert Alumni
Feb 19, 2025 11:43:23 AM

Follow these steps to post your 1099-SA

 

 Select Tax Tools

  • This is on the left sidebar
  • You may have to minimize the Federal and State options
  • You also may have to scroll down on that menu
  1. Once you can work on Tax Tools
  2. On the drop-down select Tools
  3. There will be 3 or 4 green boxes
  4. Select Topics Search
  5. Type the form number
  6. 1099-SA
  7. Continue through the Interview.

 

Level 15
Feb 19, 2025 11:45:40 AM

The Form 1099-SA cannot be imported, you have to enter the form manually.

 

Click on Federal

Click on Deductions & Credits

Scroll down to Medical 

On HSA, MSA Contributions, click the start button