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I need to enter multiple 1099-SAs for the same taxpayer. How do I add a second 1099-SA input screen?
Best Answer Click here
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Open the return for your taxpayer.
Go to Forms → Select Form.
In the search box, type 1099-SA and open the form.
After the first 1099-SA is filled out, look at the top of the screen (toolbar area) for an option like:
Add Copy or
+ button or
Form → Add Another 1099-SA
(This creates a new blank 1099-SA input sheet.)
Complete the new form with the information from the second 1099-SA.
You can repeat this for as many 1099-SAs as the taxpayer has received. ProSeries will automatically total the amounts on the main 1040 as needed.
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Thanks for your response, but I'm not seeing a Forms > Select Forms option. I go to Input Return and select the form. I don't see an option to enter a second 1099-SA. It's easy enough for a W-2, but I don't see anything here. What am I missing?
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@LouisZx means well, but ProSeries is not the same as ProConnect.
@InterestingTax In the box where you enter the # for 1099SA information is a + with a circle around it. Click that + and it will open up so you can enter lots of numbers.
Answers are easy. Questions are hard!
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Thank you. That did the trick.