Knowledge Base

11742: Guide to 1099 Informational Returns

1040 Individual

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

For an abbreviated printable PDF version of this article, see the attachments below.

1042-S Foreign Person's US Source Income Subject to Withholding   screen 1042
1098 Mortgage Interest Statement screen 1098
screen A
1098-C Contribution of Motor Vehicles, Boats & Airplanes screen A, line 12
(line 17 in Drake17 and prior)
screen 8283 (if over $500)
1098-E Student Loan Interest Statement screen 4, line 21 (line 20
in Drake19 and Drake20) (line 33 in Drake18 and prior)
1098-T Tuition Payments Statement screen 8917/8863 for Taxpayer, spouse or dependent.
1099-A Acquisition or Abandonment of Secured Property No entry screen. If taxable, entry depends on the nature of the amount reported.*
1099-B Proceeds from Broker & Barter Exchange Transactions For sales/dispositions of capital assets, screen 8949
For barter transactions, consult Pub. 525.
1099-C Cancellation of Debt screen 99C
1099-DIV Dividends & Distributions screen DIV
screen 3, line 3
(line 9 in Drake17 and prior)
1099-G Certain Government & Qualified State Tuition Program Payments screen 99G
1099-H Health Coverage Tax Credit (HCTC) Advance Payments screen 8885 (HCTC)
1099-INT Interest Income screen INT
screen 3, line 2
(line 8 in Drake17 and prior)
1099-K Payment Card and Third Party Network Transactions Enter as part of gross receipts. Not separately reported.
1099-LTC Long Term Care & Accelerated Death Benefits screen 8853, section C
1099-MISC Miscellaneous Income:

screen 99M

lines vary depending on form received and schedule/form to which it applies. 

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
1099-MSA Distributions from MSA or Medicare + Choice MSA screens MSA or 8853

1099-NEC Nonemployee Compensation screen NEC
1099-OID Original Issue Discount screens INT or OID

1099-PATR Taxable Distributions Received from Cooperatives

Two options: screen F, line 3a (cash) or 38a (accrual); PATR screen*

1099-Q Distribution from Coverdell ESA or Qualified Tuition Program (QTP) Two options (see below): screens 5329 and/or 3*
1099-R Distribution from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. screen 1099

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

    1099-SA              Distributions from a health savings account (HSA) or Archer MSA, or Medicare Advantage (MA) MSA             screens 8889 or 8853
*See Related Links below for details.


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