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Entering amounts from Form 1098 and 1099 in ProConnect Tax
by Intuit•1• Updated 1 month ago
Use the table to find input fields where you can report amounts from common source documents.
Scroll down or see here find specific instructions on entering home mortgage interest and other information from Form 1098, along with instructions for entering Form 1099-SA for a Medical Savings Account (MSA)
Source form | Description | Input instructions |
Form 1098 | Mortgage Interest Statement | Deductions > Itemized Deductions (Sch A) - Interest Refer here for more information. |
Form 1098-E | Student Loan Interest Statement | Deductions > Adjustment to Income > Education - Total qualified student loan interest paid |
Form 1098-T | Tuition Statement | Credits > Education Credits (1098-T) (8863/8917) - Various entries Refer here for more information |
Form 1098-MA | Mortgage Assistance Payments | Deductions > Itemized Deductions (Sch A) - Interest Refer here for more information |
Form 1099-A | Acquisition or Abandonment of Secured Property | Refer here for more information |
Form 1099-B | Proceeds from Broker and Barter Exchange Transactions | Income > Dispositions (Sch D, etc.) > Schedule D/4797/etc - Various inputs Refer here for more information |
Form 1099-C | Cancelation of Debt (Tax Year 2017 and prior) | Income > SS Benefits, Alimony, Miscellaneous Inc. - Cancelation of debt (1099-C) |
Form 1099-G | Certain Government Payments | Income > Tax Refunds, Unemployment Comp/1099-G - Various entries |
Form 1099-LTC | Long Term Care and Accelerated Death Benefits | Deductions > HSA/MSA/LTC Contracts(1099-SA, 5498-SA) - Various entries |
Form 1099-MISC | Miscellaneous Income | Refer here for more information |
Form 1099-NEC | Nonemployee compensation | Refer here for more information |
Form 1099-OID | Original Issue Discount | Income > Interest Income (1099-INT, 1099-OID) - Various entries |
Form 1099-Q | Payments from Qualified Education Programs | Income > Education Distributions (1099-Q) - Various entries |
Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc. | Income > Pensions, IRAs (1099-R) - Various entries Refer here for more information. |
Form 1099-S | Proceeds from Real Estate Transactions | Income > Dispositions (Sch D, etc.) > Schedule D/4797/etc - Various entries |
Form 1099-SA | Distributions From an HSA, Archer MSA, or Medicare Advantage MSA | Deductions > HSA/MSA/LTC Contracts(1099-SA, 5498-SA) - Various entries Refer below for more information. |