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 |