Entering amounts from Form 1098 and 1099 in the individual return in Lacerte

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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.

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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.

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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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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.

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Form 1099-A: Acquisition or Abandonment of Secured Property

• Screen 17, Dispositions - Refer to Reporting Form 1099-A for an individual return in Lacerte. 

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Form 1099-B: Proceeds from Broker and Barter Exchange Transactions

• Screen 17, Dispositions - Refer to Entering a 1099-B in Lacerte.

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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.

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Form 1099-DIV: Dividends and Distributions

• Screen 12, Dividend Income - Refer to Entering dividend income from Form 1099-DIV.

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Form 1099-G: Certain Government Payments

• Screen 14.2, State Refunds & Unemployment Comp. etc. - Refer to Entering Form 1099-G in Lacerte.

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Form 1099-INT: Interest Income

• Screen 11, Interest Income - Refer to Where do I enter Form 1099-INT interest income in the Individual module?

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Form 1099-K: Payment Card and Third Party Network Transactions

For tax year 2025 returns: For the most up to date information on 1099-K reporting requirements see the newest information from the IRS here.

• Refer to Entering Form 1099-K transactions on Lacerte.

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Form 1099-LTC: Long Term Care and Accelerated Death Benefits

• Screen 32, HSA/MSA/LTC Contracts - Refer to Entering form 1099-LTC in Lacerte.

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Form 1099-Misc: Miscellaneous Income

• Various input screens - Refer to Entering Amounts from a Form 1099-MISC in the Individual Module.

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Form 1099-NEC: Nonemployee Compensation

• Various input screens - Refer to How to enter Form 1099-NEC, Nonemployee Compensation.

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Form 1099-OID: Original Issue Discount

• Screen 11, Interest Income - Refer to Entering an Original issue discount from form 1099-OID in Lacerte.

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Form 1099-PATR: Taxable Distributions Received From Cooperatives

• Screen 24, Adjustments to Income - Refer to Entering Form 1099-PATR in Lacerte.

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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).

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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.

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Form 1099-S: Proceeds from Real Estate Transactions

• Screen 17, Dispositions & Screen 22 -  Depreciation (4562) - Refer to Entering Form 1099-S in Lacerte.

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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.

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