How to add a second 1099-SA input screen

Forum|Forum|9 months ago
September 27, 2025
1 reply
7 views

I need to enter multiple 1099-SAs for the same taxpayer. How do I add a second 1099-SA input screen?

ProConnect Tax

Best answer by George4Tacks

@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.

L

LouisZx

Level 3

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.

I

InterestingTaxAuthor

Level 2

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?

George4TacksAnswer

Level 15

@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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