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1042-S
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Foreign Person's US Source Income Subject to Withholding
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1042 screen |
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1098
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Mortgage Interest Statement
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1098
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A screen
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1098-C
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Contribution of Motor Vehicles, Boats & Airplanes
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A screen Line 17
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8283 (if over $500)
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1098-E
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Student Loan Interest Statement
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Screen 4 Line 33
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1098-T
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Tuition Payments Statement
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Screen 8917/8863 for Taxpayer, spouse or dependent.
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1099-A
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Acquisition or Abandonment of Secured Property
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No entry screen. If taxable, entry depends on the nature of the amount reported.*
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1099-B
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Proceeds from Broker & Barter Exchange Transactions
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For sales/dispositions of capital assets, Screen 8949
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For barter transactions, consult Pub. 525.
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1099-C
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Cancellation of Debt
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99C
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1099-DIV
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Dividends & Distributions
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DIV
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Screen 3 Line 9
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1099-G
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Certain Government & Qualified State Tuition Program Payments
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99G
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1099-H
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Health Coverage Tax Credit (HCTC) Advance Payments
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8885 (HCTC)
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1099-INT
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Interest Income
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INT
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Screen 3 Line 8
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1099-K
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Payment Card and Third Party Network Transactions
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Enter as part of gross receipts. Not separately reported.
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1099-LTC
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Long Term Care & Accelerated Death Benefits
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8853 Section C
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1099-MISC
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Miscellaneous Income:
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99M
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Rent/Royalty Income
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Prizes or Awards NOT for Services
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Payments to Crew Members (Fishing)
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Payments for Health Services
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(Medical Assistance Programs)
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(Health/Accident Insurance Plans)
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Payments for Services by Persons
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(Not Treated as Employees)
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(Directors, Subcontractors)
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(Golden Parachute Payments)
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Fish Purchases Paid in Cash for Resale
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Substitute DIV & Tax-Exempt INT
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Crop Insurance Proceeds
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Gross Proceeds Paid to Attorneys
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1099-MSA
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Distributions from MSA or Medicare + Choice MSA
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MSA
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8853
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1099-OID
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Original Issue Discount
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INT or OID |
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1099-PATR
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Taxable Distributions Received from Cooperatives
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F screen Line 3a (cash) or 38a (accrual)
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| PATR screen* |
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1099-Q
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Distribution from Coverdell ESA or Qualified Tuition Program (QTP)
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Two options (see below): screens
5329 and/or 3* |
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1099-R
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Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
|
1099
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1099-S
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Proceeds from Real Estate Transactions
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Sale of business use or rental real estate - 4797
Sale of investment real estate - 8949
Sale of home - HOME screen
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1099-SA
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Distributions from a health savings account (HSA) or Archer MSA, or Medicare Advantage (MA) MSA
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8889 or 8853
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*See Related Links below for details. |