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
| |
|
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-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
| 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-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 |
