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Entering amounts from Form 1098 and 1099 in Lacerte
by Intuit•10• Updated 2 weeks ago
For tax year 2024 returns: For the most up to date information on 1099-K reporting requirements see the newest information from the IRS here.
This table will help you find Lacerte inputs to report amounts from common source documents.
Source Form | Description | Input Instructions |
Form 1099-A | Acquisition or Abandonment of Secured Property | Screen 17, Dispositions - Refer to Reporting Form 1099-A for an individual return in Lacerte. |
Form 1099-B | Proceeds from Broker and Barter Exchange Transactions | Screen 17, Dispositions - Refer to Entering a 1099-B in Lacerte. |
Form 1099-C | Cancelation of Debt | Screen 14.1, SS Benefits, Alimony, Miscellaneous Inc. - Cancelation of debt (1099-C) (Codes 6 & 56) - Refer to Entering Form 1099-C on an Individual return in Lacerte. |
Form 1099-DIV | Dividends and Distributions | Screen 12, Dividend Income - Refer to Entering dividend income from Form 1099-DIV. |
Form 1099-G | Certain Government Payments | Screen 14.2, State Refunds & Unemployment Comp. etc. - Refer to Entering Form 1099-G in Lacerte. |
Form 1099-INT | Interest Income | Screen 11, Interest Income - Refer to Where do I enter Form 1099-INT interest income in the Individual module? |
Form 1099-K | Payment Card and Third Party Network Transactions | Refer to Entering Form 1099-K transactions on Lacerte. |
Form 1099-LTC | Long Term Care and Accelerated Death Benefits | Screen 32, HSA/MSA/LTC Contracts - Refer to Entering form 1099-LTC in Lacerte. |
Form 1099-MISC | Miscellaneous Income | Various input screens - Refer to Entering Amounts from a Form 1099-MISC in the Individual Module. |
Form 1099-NEC | Nonemployee Compensation | Various input screens - Refer to How to enter Form 1099-NEC, Nonemployee Compensation. |
Form 1099-OID | Original Issue Discount | Screen 11, Interest Income - Refer to Entering an Original issue discount from form 1099-OID in Lacerte. |
Form 1099-PATR | Taxable Distributions Received From Cooperatives | Screen 24, Adjustments to Income - Refer to Entering Form 1099-PATR in Lacerte. |
Form 1099-Q | Payments from Qualified Education Programs | Screen 14.3, Education Distributions (ESAs & QTPs) - Refer to Common questions for Form 1099-Q Education Distribution (ESA & QTPs). |
Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc. | Screen 13.1, Pensions, IRAs - Refer to Common questions about Form 1099-R in Lacerte. |
Form 1099-S | Proceeds from Real Estate Transactions | Screen 17, Dispositions & Screen 22 - Depreciation (4562) - Refer to Entering Form 1099-S in Lacerte. |
Form 1099-SA | Distributions From an HSA, Archer MSA, or Medicare Advantage MSA | Screen 32, HSA/MSA/LTC Contracts - Refer to Entering Form 1099-SA Health Savings Account information; and Refer to Reporting Form 1099-SA for a Medical Savings Account in the Individual Module. |
Form 1098 | Mortgage Interest Statement | Screen 25, Itemized Deductions - Home mortgage interest & points on Form 1098 (A) - Refer to Entering home mortgage interest and other information from Form 1098 in Lacerte. |
Form 1098-E | Student Loan Interest Statement | Screen 24, Adjustment to Income - Total qualified student loan interest paid (Codes 23 & 73) - Refer to Entering total qualified student loan interest paid. |
Form 1098-MA | Mortgage Assistance Payments | Screen 25, Itemized Deductions - Refer to Reporting Form 1098-MA Mortgage Assistance Payments in the Individual Module in Lacerte. |
Form 1098-T | Tuition Statement | Screen 38, Education Credits / Tuition Deduction - Refer to Entering amounts in Form 1098-T and generating Form 8863 in Lacerte. |
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