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Entering amounts from Form 1098 and 1099 in ProSeries

by Intuit• Updated 1 year 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	Description	Input instructions
Form 1099-A	Acquisition or Abandonment of Secured Property	See Entering canceled debt in ProSeries
Form 1099-B	Proceeds from Broker and Barter Exchange Transactions	See Methods for entering stock transactions for the Schedule D
Form 1099-C	Cancelation of Debt	See Entering canceled debt in ProSeries
Form 1099-DIV	Dividends and Distributions	See Entering Form 1099-DIV in ProSeries
Form 1099-INT	Interest Income	See Entering Form 1099-INT in ProSeries
Form 1099-K	Payment Card and Third Party Network Transactions	See Entering Form 1099-K in ProSeries
Form 1099-LTC	Long Term Care and Accelerated Death Benefits	See Entering information from Form 1099-LTC in ProSeries
Form 1099-MISC	Miscellaneous Income	See Entering Form 1099-MISC in ProSeries
Form 1099-NEC	Nonemployee Compensation	See 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	See Entering Form 1099-PATR in ProSeries
Form 1099-Q	Payments From Qualified Education Programs (Under Sections 529 and 530)	See Entering education expenses in ProSeries
Form 1099-R	Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	See Entering Form 1099-R in ProSeries
Form 1099-S	Proceeds from Real Estate Transactions	See Entering information from Form 1099-S on an Individual Return
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	See Entering Form 1098 in ProSeries
Form 1098-E	Student Loan Interest Statement	See Entering Form 1098-E in ProSeries
Form 1098-MA	Mortgage Assistance Payments	See Entering Form 1098-MA in ProSeries
Form 1098-T	Tuition Statement	See Entering education expenses in ProSeries
Form SSA-1099	Social Security Benefit Statement	See Common questions on Social Security Benefits in ProSeries

ProSeries Basic 2018ProSeries Basic 2019ProSeries Basic 2020ProSeries Basic 2021ProSeries Professional 2018ProSeries Professional 2019ProSeries Professional 2020ProSeries Professional 2021

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