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April 9, 2022
Question

Turbo Tax is not accepting my 1099-SA info. I filled all fields (except "payer name, cont'd") and it keeps saying I'm missing information. Anyone else have this issue?

  • April 9, 2022
  • 1 reply
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1 reply

April 10, 2022

Your best bet would be to delete Form 1099-SA and re-enter it.

To delete it in TurboTax Online, open your return in TurboTax and:

  1. If you’re on the Hi, let's keep working on your taxes! screen that displays the categories Personal InfoIncome & Expenses, and others in the center of the screen, and none of those categories are open, click the dropdown next to any of the categories, then select the Review/Edit or Pick up where you left off button.  If one of the categories is already open and has a Continue button, select the button
  2. Next, in the pane on the left side of your screen, you should see Tax Tools.  Select the dropdown to the right of Tax Tools
  3. Then, under that, select Tools
  4. In the Tool Center pop-up, select Delete a form.
  5. Select Delete next to Form 1099-SA in the list and follow the onscreen instructions.

If you’re using TurboTax Desktop or a download, please see the TurboTax Help article How do I delete a tax form in the TurboTax CD/Download software? for guidance.

Then, to re-enter your Form 1099-SA information in TurboTax Online:

  1. If you’re on the Hi TurboTax Client, let's keep working on your taxes! screen, click the Pick up where you left off button
  2. Click Federal in the left pane, if you’re not already there
  3. Click Income & Expenses in the banner
  4. Scroll down and click Show more to the right of Less Common Income
  5. Click Start to the right of 1099-SA, HSA, MSA
  6. On the Tell us about the health-related accounts you had in 2021 page, check the Health Savings Account box(es) as appropriate, and click Continue 
  7. Enter all relevant information on the subsequent screens