Knowledge Base

11742: Guide to 1098 and 1099 Informational Returns

1040 Individual

In a 1040 return, where do I enter information from Forms 1042, 1098, 1099, 1095 and similar forms?

The DOCS screen in data entry contains links for the more frequently used Forms 1098 and 1099. A summary of data entry possibilities is found in the table below. See the Knowledge Base articles for more detailed information as needed. 

Form Title or Description
Data Entry Possibilities in Drake Tax For more info, see KB Article
1098 Mortgage Interest Statement screen 1098 or screen A 13229
1042-S Foreign Person's US Source Income Subject to Withholding screen 1042 14129
1095-A Health Insurance Marketplace Statement
screen 95A 13091
1095-B Health Coverage
no entry screen 13091
1095-C Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Return
no entry screen 13091
1098-C Contribution of Motor Vehicles, Boats & Airplanes screen A, line 12, screen 8283 (if over $500) 11171
1098-E Student Loan Interest Statement screen 4, line 21 10439
1098-MA Mortgage Assistance Payments
Schedule A 10584
1098-T Tuition Payments Statement screen 8917/8863 for Taxpayer, spouse or dependent. 10991
1099-A Acquisition or Abandonment of Secured Property No entry screen. If taxable, entry depends on the nature of the amount reported. 10908
1099-B Proceeds from Broker & Barter Exchange Transactions For sales/dispositions of capital assets, screen 8949. For barter transactions, consult Pub. 525. 13580, 10542, 13789
1099-C Cancellation of Debt screen 99C 11715
1099-CAP Changes in Corporate Control & Capital Structure screen 8949
1099-DIV Dividends & Distributions screen DIV, screen 3, line 3 11615, 11523, 11662
1099-G Certain Government & Qualified State Tuition Program Payments screen 99G 16991, 10171, 17114
1099-INT Interest Income screen INT, screen 3, line 2 14746, 14216, 11523
1099-K Payment Card and Third Party Network Transactions Enter as part of gross receipts. Not separately reported. 99K screen (state e-file only) 10520
1099-LTC Long Term Care & Accelerated Death Benefits screen 8853, section C 13806
1099-MISC Miscellaneous Income: Rent/Royalty Income, Prizes or Awards NOT for Services, Payments to Crew Members (Fishing), Payments for Health Services, (Medical Assistance Programs , (Health/Accident Insurance Plans), Payments for Services by Persons, (Not Treated as Employees), (Directors, Subcontractors), (Golden Parachute Payments), Fish Purchases Paid in Cash for Resale, Substitute DIV & Tax-Exempt INT, Crop Insurance Proceeds, Gross Proceeds Paid to Attorneys screen 99M, lines vary depending on form received and schedule/form to which it applies. 11610
1099-MSA Distributions from MSA or Medicare + Choice MSA screen 8853
1099-NEC Non-employee Compensation screen NEC 16952, 11610, 14935
1099-OID Original Issue Discount screens INT or OID 13316
1099-PATR Taxable Distributions Received from Cooperatives Two options: screen F, line 3a (cash) or 38a (accrual);PATR screen 13814
1099-Q Distribution from Coverdell ESA or Qualified Tuition Program (QTP) Two options: screens 5329 and/or 3 11714
1099-R Distribution from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. screen 1099 11185, 10437, 10177, 17107, 11400, 10219
1099-S Proceeds from Real Estate Transactions Sale of business use or rental real estate - screen 4797.
Sale of investment real estate - screen 8949.
Sale of home - HOME screen.
10989, 10524
1099-SA Distributions from a health savings account (HSA) or Archer MSA, or Medicare Advantage (MA) MSA screen 8853 or 8889 13724
RRB-1099 Railroad Benefits (Tier 1) screen RRB 11716
SSA-1099 Social Security Administration Benefits screen SSA 10302

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