|
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. |