Description

How/where to enter amounts from various source documents including the various 1099 and 1098 forms?


Detailed Information
Refer to the table below for what input screens to use to report amounts from common source documents:
 
Form or Schedule
Description
Lacerte Input Screen and Field
 
 
 
Form 1099-A Acquisition or Abandonment of Secured Property Screen 17 - Dispositions - Click here for more information.
Form 1099-B
Proceeds From Broker and Barter Exchange Transactions
Screen 17 - Dispositions - Click here for more information.
Form 1099-C
Cancellation of Debt
Screen 14.1 - SS Benefits, Alimony, Miscellaneous Inc. - Cancellation of debt (1099-C) (Codes 6 & 56) - Click Here for more information.
Form 1099-DIV Dividends and Distributions Screen 12 - Dividend Income - Click here for more information.
Form 1099-G Certain Government Payments Screen 14.2 - State Refunds & Unemployment Comp. etc. - Click here for more information.
Form 1099-INT Interest Income Screen 11 - Interest Income - Click here for more information.
Form 1099-Q
Payments From Qualified Education Programs
Screen 14.3 Education Distributions (ESAs & QTPs) - Click here for more information.
Form 1099-LTC Long-Term Care and Accelerated Death Benefits
Screen 32 - HSA/MSA/LTC Contracts - Click here for more information.
Form 1099-MISC Miscellaneous Income Various input screens - Click here for information.
Form 1099-OID Original Issue Discount Screen 11 - Interest Income - Click here for more information.
Form 1099-PATR Domestic Production Activities Deduction from Cooperatives Screen 24 - Adjustments to Income - Click here for more information.
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc. Screen 13.1 - Pensions, IRAs - Click here for more information.
Form 1099-SA
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Screen 32 - HSA/MSA/LTC Contracts - Click here for 1099-HSA, Click here for 1099-MSA.
Form 1099-S
Proceeds From Real Estate Transactions
Screen 17 -  Dispositions & Screen 22 -  Depreciation (4562) - Click here for more information.
Form 1099-K Merchant Card and Third Party Network Payments Click here for information on Form 1099-K
Form 1098
Mortgage Interest Statement
Screen 25 Itemized Deductions - Home mortgage interest & points on Form 1098 [A] (Ctrl+E) (Code 21) Click here for more information.
Form 1098-MA Mortgage Assistance Payments Screen 25 Itemized Deductions - Click here for more information.
Form 1098-E
Student Loan Interest Statement
Screen 24  Adjustment to Income - Total qualified student loan interest paid (Codes 23 & 73) Click here for more information.
Form 1098-T Tuition Statement Screen 38 Education Credits / Tuition Deduction - Click here for more information.
Misc.Charitable Organizational Receipts (Goodwill, Salvation Army, etc..)
Noncash Charitable contributions $500 or less Screen 25 Itemized Deductions - Various entries
Misc.Charitable Organizational Receipts (Goodwill, Salvation Army, etc..)
Noncash Charitable contributions over $500 Screen 26 Noncash Contributions (8283) - Various entries
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