ProConnect HelpIntuit HelpIntuit

Entering amounts from Form 1098 and 1099 in ProSeries

by Intuit Updated 6 months ago

For tax year 2023 returns: The IRS has implemented a new transition rule that delays reporting threshold changes. Your client may still receive 1099-Ks for transactions under the new, lower thresholds but they may not need to be separately stated in the tax return. Click here for more info.

This table will help you find ProSeries inputs to report amounts from common source documents for Individual returns.

Source Form
Input instructions
Form 1099-A
Acquisition or Abandonment of Secured Property
Form 1099-B
Proceeds from Broker and Barter Exchange Transactions
Form 1099-C
Cancelation of Debt
Form 1099-DIV
Dividends and Distributions
Form 1099-INT
Interest Income
Form 1099-K
Payment Card and Third Party Network Transactions
Form 1099-LTC
Long Term Care and Accelerated Death Benefits
Form 1099-MISC
Miscellaneous Income
Form 1099-NECNonemployee CompensationSee Entering Form 1099-NEC, Nonemployee Compensation in ProSeries
Form 1099-OID
Original Issue Discount
See Entering Form 1099-OID in ProSeries
Form 1099-PATR
Taxable Distributions Received From Cooperatives
in ProSeries
Form 1099-Q
Payments From Qualified Education Programs (Under Sections 529 and 530)
Form 1099-R
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1099-S
Proceeds from Real Estate Transactions
Form 1099-SA
Distributions from an HSA, Archer MSA, or Medicare+Choice MSA
See Entering Form 1099-SA in ProSeries
Form 1098
Mortgage Interest Statement
Form 1098-E
Student Loan Interest Statement
Form 1098-MA
Mortgage Assistance Payments
Form 1098-TTuition StatementSee Entering education expenses in ProSeries
Form SSA-1099Social Security Benefit StatementSee Common questions on Social Security Benefits in ProSeries


ProSeries BasicProSeries Professional

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads