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  - 2012 Tax Law Changes: We've Got You Covered!
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  - What is TurboTax Advantage (Automatic Renewal) and How Do I Enroll?
    Learn all about TurboTax Advantage (formerly known as Automatic Renewal).
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  - Cancelling or refunding TurboTax Advantage enrollment
    Cancel your TurboTax Advantage enrollment and TurboTax product order.
- My Account
  - How do I update the info in "My Account", such as my e-mail or billing address?
    To update your account info, click My Account in the upper right corner of any page on turbotax.com.
  - How to Update Your TurboTax Advantage (Automatic Renewal) Account & Credit Card Info
    Here's how to update your auto renewal payment info, contact info, and/or product choices.
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  - Personal Tax Products and Services
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  - Find the best TurboTax version for you
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- Buying
  - TurboTax System Requirements
    For easy tax preparation, make sure your computer meets these standards before you buy TurboTax.
  - Entering Your Service Code in TurboTax Online
    Here's how to redeem your service code in TurboTax.
  - Download Your TurboTax Software Purchase
    After you've purchased a downloadable product from turbotax.com, you can re-download it as often as you like for up to 3 years after purchase.
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    Every year, tax laws and forms change, and in turn, we have to completely revise TurboTax to comply with the current federal and state requirements.
Download & Install
- Top Answers
  - Windows Installer and .NET Errors
    Windows Installer, .NET errors, and other issues that can occur when installing or running TurboTax for Windows software
  - TurboTax System Requirements
    Minimum requirements for TurboTax software for Windows and Mac, plus TurboTax Online
  - Download Your TurboTax Software Purchase
    After you've purchased a downloadable product from turbotax.com, you can download it again for up to 3 years after purchase
  - Download TurboTax State for Windows
    How to download through your TurboTax software or from our Online store
  - How to Update TurboTax
    Our updates provide the latest available tax forms, bug fixes, and enhancements for your TurboTax software
- Downloading
  - Download Your TurboTax Software Purchase
    After you've purchased a downloadable product from turbotax.com, you can download it again for up to 3 years after purchase
  - Download TurboTax State for Windows
    How to download through your TurboTax for Windows software or from our Online store
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  - TurboTax Download FAQs
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  - Find Your Download (Windows)
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- Installing
  - TurboTax System Requirements
    Minimum requirements for TurboTax software for Windows and Mac, plus TurboTax Online
  - Windows Installer and .NET Errors
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  - Installing TurboTax for Windows
    How to install your TurboTax for Windows CD or downloadable software
  - Security Software and TurboTax
    Find out what to do if your firewall or virus-protection software conflicts with TurboTax
- Unlocking & Activating
  - Entering Your Service Code in TurboTax Online
    Here's how to redeem your service code in TurboTax.
  - Find the Access Code for Your TurboTax CD
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- Updating TurboTax
  - Why do I Need to Update?
    Find out why TurboTax software prompts you for regular updates
  - How to Update TurboTax
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  - Manual Updates for TurboTax
    If you can't update through TurboTax, download and install a manual update instead
  - Error 42002: Could not connect to the update site
    How to resolve this error when attempting to update
  - How to Update TurboTax State
    Different ways to download the latest state software tax forms, bug fixes, and enhancements
  - Do I have to Buy a New TurboTax Program Annually?
    The answer may surprise you
- Reinstalling
  - Reinstall TurboTax for Windows
    How to reinstall your TurboTax software on a Windows computer
  - Reinstall TurboTax for Mac
    How to reinstall your TurboTax software on a Mac
  - Uninstall TurboTax for Windows
    How to uninstall (or remove) your TurboTax software from a Windows computer
  - Uninstall TurboTax for Mac
    How to uninstall (remove) your TurboTax software from a Mac
Getting Started
- Top Answers
  - Need More Time? E-file an Extension
    5 minutes now gives you another 6 months to file. And it's free!
  - Forgot your TurboTax login?
    Ways to retrieve your lost or forgotten TurboTax Online username or password
  - Why Can't I Find My TurboTax Online Return?
    5 reasons why this can happen and what your next steps are
  - Find Your Tax File in Windows
    How to find a tax return file created in TurboTax software for Windows
  - Open Your Tax Return
    How to open your tax return in TurboTax software
  - Transfer Last Year's Tax File
    Transferring your data from last year's tax return file makes tax preparation even easier
- Signing In
  - Forgot your TurboTax login?
    Ways to retrieve your lost or forgotten TurboTax Online username or password
  - TurboTax Online 2011 is No Longer Available
    TurboTax Online shuts down every October in preparation for next year
  - Why Can't I Find My TurboTax Online Return?
    5 reasons why this can happen and what your next steps are
  - TurboTax Online Return Fails to Open
    Troubleshooting tips for timeouts when opening your TurboTax Online return
  - Error: You Haven't Used TurboTax in the Last 20 Minutes
    How to resolve this error after signing in to TurboTax Online
  - Start Over in TurboTax Online
    Clear your TurboTax Online return so you can start from scratch
- Starting TurboTax
  - Open Your Tax Return
    How to open your tax return in TurboTax software
  - Retrieve a Tax File from a Portable Device
    Getting your tax file from a flash drive or other portable device onto your computer
  - Error 510 or 544
    Resolve errors 510 or 544 when opening your tax return
  - Error 539
    Resolve error 539 when opening or saving your tax return
- Transferring My Info
  - Transfer Last Year's Tax File
    Transferring your data from last year's tax return file makes tax preparation even easier
  - Transfer to TurboTax Software for Windows
    Save time and effort by transferring last year's return to TurboTax software for Windows
  - Transfer to TurboTax Online
    Save time and effort by transferring last year's return to TurboTax Online
  - Troubleshoot Transferring
    If you're having problems transferring your prior-year tax return to TurboTax
  - Review, Change, or Delete Transferred Information
    After transferring, you should verify and if necessary, update or remove data
  - Move Your Tax Return to Another Computer
    How to transfer your tax return to a different computer
- Available Forms
  - IRS Form Availability for Personal Returns
    Estimated availability dates for IRS individual forms and schedules
  - State Form Availability for Personal Returns
    Estimated availability dates for state forms and schedules
  - IRS Form Availability for Business Returns
    Estimated availability dates for IRS business forms and schedules
  - State Form Availability for Business Returns
    Estimated availability dates for business state forms and schedules
- Finding My Return
  - Access your Prior-Year Return
    Get a copy of the return you filed using TurboTax
  - Why Can't I Find My TurboTax Online Return?
    5 reasons why this can happen and what your next steps are
  - Find Your Tax File in Windows
    How to find a tax return file created in TurboTax software for Windows
  - Find Your Tax File in Mac
    How to find a tax return file created in TurboTax software for Mac
  - TurboTax Online Return Fails to Open
    Troubleshooting tips for timeouts when opening your TurboTax Online return
  - TurboTax Online 2011 is No Longer Available
    TurboTax Online shuts down every October in preparation for next year
Preparing My Taxes
- Top Answers
  - Need More Time? E-file an Extension
    5 minutes now gives you another 6 months to file. And it's free!
  - Who is a Dependent?
    If you support relatives or someone who lives with you, they could count as your dependents.
  - I Received a 1099-MISC, Now What?
    TurboTax walks you through filing your return if you receive a 1099-MISC for work as a contractor.
  - Where to Enter Form 1098 and 1099 Data
    We'll show you where to enter information from Forms 1098 and 1099 in TurboTax.
  - What Are Qualified Education Expenses?
    See which education expenses count toward a tax credit or deduction.
  - Rental Property Income and Expenses
    Understand how to report your rental income and related expenses.
  - Importing From Your Employer or Broker
    Save time and energy by importing your W-2, 1099, and 1098 information.
- Personal Info
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - Who is a Dependent?
    If you support relatives or someone who lives with you, they could count as your dependents.
  - Can I Claim This Person as a Dependent?
    View answers to frequently asked questions about claiming dependents.
  - What is My Filing Status?
    Learn which filing status gives you the lowest tax.
  - Ordering of Names on a Joint Return
    It's important to be consistent when listing names on a joint return.
  - Tax Returns: RDP, Civil Union or Same-Sex Marriage
    Get step-by-step directions on how to file your tax returns.
  - Same-Sex Partners and Community Property States
    See how certain community-property states affect your tax preparation.
- Wages & Income
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - I Received a 1099-MISC, Now What?
    TurboTax walks your through filing your return if you receive a 1099-MISC for work as a contractor or freelancer.
  - Importing From Your Employer or Broker
    Save time and energy by importing your W-2, 1099, and 1098 information.
  - Entering Schedule K-1
    If you received one or more Schedule K-1s, we'll help you enter them.
  - Finding Your Investment Cost Basis
    To accurately report gains or losses on your investments, you'll need the cost basis.
  - What Are Qualified Education Expenses?
    See which education expenses count toward a tax credit or deduction.
  - Rental Property Income and Expenses
    Understand how to report your rental income and related expenses.
- Business Income & Expenses
  - I Received a 1099-MISC, Now What?
    TurboTax walks you through filing your return if you receive a 1099-MISC for work as a contractor.
  - Do I Have to Pay Self-Employment Tax?
    We calculate how much self-employment tax you'll need to pay.
  - Tax Deductions and Working from Home
    Learn how the home-office deduction works.
  - How to Calculate Estimated Taxes
    Let us determine if you need to pay estimated taxes.
- Deductions & Credits
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - About the Earned Income Credit (EIC)
    What are the rules, and do you qualify?
  - What is the Child and Dependent Care Expense Credit?
    Find out about this credit applies to you.
  - What is the Child Tax Credit?
    TurboTax determines if your child qualifies for the child tax credit.
  - What Are Qualified Education Expenses?
    See which education expenses count toward a tax credit or deduction.
  - What Kind of Charitable Donations Can I Deduct?
    Give smartly if you want to take a deduction for charitable donations.
  - Medical Expenses I Can Deduct
    Understand the ins and outs of claiming deductions for medical expenses.
- Other Tax Situations
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - Amend a Return
    We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction.
  - Do I Really Need to Amend My Return?
    When the IRS expects you to amend your return.
  - What is the Alternative Minimum Tax?
    We explain why it's hard for some filers to avoid this tax
  - How to Calculate Estimated Taxes
    Let us determine if you need to pay estimated taxes.
  - Using TurboTax Easy Extension
    TurboTax makes it fast and simple to file an extension.
- Federal Review
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - Why is My Tax Refund Different This Year?
    Here are some common reasons why your taxes could have changed.
  - What is the Alternative Minimum Tax?
    We explain why it's hard for some filers to avoid this tax.
  - Is My Social Security Income Taxable?
    TurboTax calculates whether any or some of your Social Security income will be taxed.
  - Hardship Withdrawal from Your 401(k)
    Unfortunately, you could owe a penalty even if you qualified for a hardship withdrawal.
  - Are Unemployment Benefits Taxable?
    Unemployment is considered taxable income by the federal government, but state rules vary.
- State Taxes
  - Resident, Nonresident, or Part-Year Resident?
    Find out what type of state residency applies to you and your family.
  - Where to enter Form 1098 and 1099 data
    We'll show you where to enter information from Forms 1098 and 1099 in TurboTax.
  - How Do I File More than Two State Returns?
    Learn what to do if you need to file more than three state returns.
  - Entering Schedule K-1
    If you received one or more Schedule K-1s, we'll help you enter them.
  - Find Your State Taxing Agency
    Contact your state tax agency or look up your state tax refund
  - When to File Multiple State Returns
    Understand when you need to file more than one state return.
- Wrap-Up
  - What Is Audit Defense?
    Learn how Audit Defense can protect your interests.
  - Using the Audit Risk Meter?
    Get a visual understanding of your audit risk.
  - Where Do I Enter?
    See tips on where to enter your important tax information.
  - Calculate Your Federal Estimated Taxes
    Let us determine if you need to pay estimated taxes.
Printing & Filing
- Top Answers
  - Need More Time? E-file an Extension
    5 minutes now gives you another 6 months to file. And it's free!
  - Correct or Update (Amend) Your Return
    Learn how to correct (amend) a tax return you've already filed.
  - Check Your E-file Status
    Track the progress of your e-filed return
  - Resolve an E-filing Rejection
    What to do if your e-filed return is rejected
  - Print a Review Copy
    How to print a review copy of your return before you decide to file it
  - Print a Copy for Your Records
    Whether you file electronically or by paper, you should always make a copy of your return for your files
- E-File
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    Track the progress of your e-filed return
  - How to E-file
    E-filing is easy and simple; we'll show you how
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    To e-file, you need to prove to the IRS that you - not someone else - is filing
  - Resolve E-file Transmission Issues
    What to check if your e-filed return isn't going through
  - Do I Need to Mail Anything After E-filing?
    Usually not, but there are a few situations where you may need to mail in additional paperwork
  - Can I Cancel an E-filed Return?
    Only if rejected; once accepted, you'll need to amend it
- E-File Rejections
  - Rejected for Wrong PIN or AGI
    Rejection code 0679 occurs when your PIN or AGI doesn't match IRS records
  - Resolve an E-filing Rejection
    What to do if your e-filed return is rejected
  - IRS E-file Rejection Errors
    A list of the most commonly-encountered IRS rejection errors with links to their solutions.
  - Rejections for Social Security Numbers, Birthdates, Names
    The IRS will reject returns that contain incorrect or already-filed Social Security numbers, birthdates, or names.
  - IRS Rejection 0502
    Rejection code 0502 occurs when your employer's name or ID number doesn't match IRS records
  - IRS Rejection 0522
    Rejection code 0522 occurs when the first taxpayer's birthdate doesn't match IRS records
- File By Mail
  - File a Paper Return by Mail
    If you can't or won't e-file, we'll show you how to file a conventional paper return
  - Where to Mail Your Tax Returns
    Find out where to send your completed tax return
  - Do I Need to Mail Anything After E-filing?
    Usually not, but there are a few situations where you may need to mail in additional paperwork
  - Where to Mail Your Filing Extension
    Find out where to send Form 4868
  - Print a Copy for Your Records
    Whether you file electronically or by paper, you should always make a copy of your return for your files
- Payment for Print & File
  - Using Refund Transfer to Pay TurboTax Fees
    Pay for your TurboTax fees by deducting them from your federal tax refund
  - Can I Switch Back to a Lower-Priced TurboTax?
    What to do if you accidentally upgraded to a higher version of TurboTax
  - Why am I Charged for a Free TurboTax Online Product?
    We do not charge for free versions of TurboTax unless you select additional products or services
  - Finding Your TurboTax Fee for a Previous Year
    Here's how to find out what you paid for TurboTax, if you purchased directly from us
  - TurboTax Satisfaction Guarantee
    We want you to be completely satisfied with your TurboTax software
- Printing & Saving Current Year
  - Print a Review Copy
    How to print a review copy of your return before you decide to file it
  - Print a Copy for Your Records
    Whether you file electronically or by paper, you should always make a copy of your return for your files
  - Save a Backup Copy of Your File
    Make a copy of your tax file that can be opened in TurboTax software
  - Save Your Return as a PDF File
    Make a PDF copy of your tax return that can be opened in Adobe Reader
  - Printing Your Tax Return in TurboTax Online
    How to print a filing copy of your TurboTax Online tax return
  - Resolve Common Printing Issues
    Troubleshooting tips for various printing and printer issues
- Printing Prior Year
  - Access a Prior-Year Return
    If you have filed with TurboTax before, we can help you access a prior year return
  - Amend a Return
    We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction.
  - Questions About Prior-Year Returns & Software
    Answers to our most frequently-asked questions about prior-year tax returns and prior-year TurboTax software.
  - Resolve Common Printing Issues
    Troubleshooting tips for various printing and printer issues
- Paying My Taxes
  - Options for Paying Your Federal Income Tax
    Different ways to pay the IRS for additional taxes owed
  - Payment Options for State Returns
    Different ways to pay your state tax agency for additional taxes owed
  - Paying Tax Through an Installment Plan
    If you can't pay your entire tax bill, you can make monthly payments to the IRS
  - Calculate Federal Estimated Taxes
    Find out if you need to make estimated tax payments, and when those payments are due
- Refund Card
  - When Will I Get My Tax Refund?
    Find out when to expect your long-awaited tax refund
  - Why is My Refund Different This Year?
    Why your refund may be more or less than what you anticipated
  - Why did my federal refund decrease after filing?
    Why your refund is less than what you were expecting
After Filing
- Top Answers
  - When Will I Get My Tax Refund?
    Find out when to expect your long-awaited tax refund
  - Check Your E-file Status
    Track the progress of your e-filed return
  - Amend a Return
    Amend your return if you need to change something after the IRS already accepted or received it
  - Access your Prior-Year Return
    How to resolve the rejection error "Form 8862 is missing"
- E-File Status
  - Check Your E-file Status
    Track the progress of your e-filed return
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    Only if rejected; once accepted, you'll need to amend it
  - Did Not Receive Status E-mail
    No worries; we'll show you alternative ways to get our e-filing status
  - Pending E-file Status with No Record of Return
    Why is your return still in a "pending" status?
  - Save a Backup of Your Tax File
    After all that work, be sure to save a copy of your tax return data file.
  - Print a Copy for Your Records
    Whether you file electronically or by paper, you should always make a copy of your return for your files
- Tax Refund
  - When Will I Get My Tax Refund?
    Find out when to expect your long-awaited tax refund
  - Why is My Refund Different This Year?
    Why your refund may be more or less than what you anticipated
  - Why is My Refund Less Than Expected?
    Why did my federal refund decrease after filing?
  - Maximum Refund Guarantee
    If you get a larger refund or smaller tax due from another tax preparation method, we'll give you your money back
- E-File Rejections
  - Resolve an E-filing Rejection
    What to do if your e-filed return is rejected
  - Rejected for Wrong PIN or AGI
    Rejection code 0679 occurs when your PIN or AGI doesn't match IRS records
  - IRS Rejection 0502
    Rejection code 0502 occurs when your employer's name or ID number doesn't match IRS records
  - IRS Rejection 0522
    Rejection code 0522 occurs when the first taxpayer's birthdate doesn't match IRS records
  - IRS Rejection 0507
    Rejection code 0507 occurs when a dependent has already been claimed
  - IRS Rejection 0501
    Rejection code 0501 occurs when the Social Security number for a child being claimed for the EIC doesn't match IRS records
- Correct (Amend) a Return
  - Amend a Return
    We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction.
  - Do I Really Need to Amend My Return?
    When the IRS expects you to amend your return.
- I Received an IRS Notice
  - Free Audit Support Guarantee From a Tax Expert
    Getting a letter from the IRS can be scary, especially if it's an audit notice. That's why we now offer our free Audit Support Guarantee.
  - Accuracy Guarantee - Frequently Asked Questions
    TurboTax's calculations are guaranteed accurate. Find information on what TurboTax's Accuracy Guarantee means to you.

Where to Enter Data from Forms 1098 and 1099

Updated: 2/28/2013

Article ID: GEN12048

There are many different "flavors" of Forms 1098 and 1099. Click a link below to expand the list, and then click your particular 1098 or 1099 variant for more information.

Form 1098 Variations

1098 Mortgage Interest Statement
1098-C Contributions of Vehicles, Boats, Airplanes
1098-E Student Loan Interest Statement
1098-T Tuition Statement

Form 1099 Variations

1099-A Acquisition/Abandonment of Property
1099-B Broker/Barter Transactions
1099-C Cancellation of Debt
1099-DIV Dividends and Distributions
1099-G Government and Unemployment payments
1099-INT Interest Income
1099-K Credit Card & Electronic Payment Income
1099-LTC Long Term Care & Accelerated Death Benefits
1099-MISC Miscellaneous Income
1099-OID Original Issue Discounts
1099-PATR Taxable Cooperative Distributions
1099-Q Qualified Education Payments
1099-R Retirement, IRA, pensions, profit-sharing, annuities, & insurance contract distributions
CSA and CSF-1099-R Statement of Annuity Paid (federal civil service retirees)
RRB-1099-R Railroad Retirement Payments
1099-S Real Estate Transactions
1099-SA HSA, Archer or Medicare MSA Distributions
SSA-1099 Social Security Administration Payments

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