Click on the form that you received and find out how to enter it in your account, information about the form, and other helpful instructions.
Tax forms can look like alphabet soup, but entering yours doesn’t have to be complicated. Find the form number printed near the top of your document, then select it below to learn what it reports and where to enter it in your account.
These instructions are for 2026 individual income tax returns filed in 2027.
Before you begin, make sure:
- The form is for tax year 2026.
- Your name and taxpayer identification number are correct.
- The amounts match your own records.
- You have every copy you expect to receive.
Enter each form exactly as it appears. If information is missing or incorrect, contact the employer, bank, school, government agency, or other organization that issued it before you file.
Forms 1098: Mortgage and Education Expenses
Forms in the 1098 family usually report expenses that may qualify for a deduction or tax credit.
- Form 1098, Mortgage Interest Statement reports mortgage interest and certain related amounts paid to a lender. Mortgage interest for a main home is generally entered under itemized deductions, while interest for a rental property is entered as a rental expense.
- Form 1098-E, Student Loan Interest Statement reports interest paid on a qualified student loan. You may qualify for the student loan interest deduction even if you don’t itemize.
- Form 1098-T, Tuition Statement reports information from an eligible educational institution that may help you claim the American Opportunity Credit or Lifetime Learning Credit. You can’t claim both credits for the same student in the same year.
Forms 1099: Income, Distributions, and Other Payments
A Form 1099 usually reports income or a financial transaction. Receiving one doesn’t always mean the full amount is taxable, but you should review it carefully and determine where it belongs on your return.
Investments and financial accounts
- Form 1099-B, Proceeds From Broker and Barter Exchange Transactions reports sales of stocks, bonds, mutual funds, digital assets, or other investments. You’ll usually need the purchase date and cost basis in addition to the information on the form.
- Form 1099-DIV, Dividends and Distributions reports dividends and certain capital gain distributions from investments.
- Form 1099-INT, Interest Income reports taxable or tax-exempt interest from banks, credit unions, brokerage firms, and other payers.
- Form 1099-OID, Original Issue Discount reports interest that builds up on certain debt instruments issued for less than their face value. OID may be taxable each year even if you haven’t received a cash payment.
- Form 1099-K, Payment Card and Third-Party Network Transactions reports payments processed through payment cards or third-party networks. The proper entry depends on why you received the money, not simply on whether you received the form. Business or farm receipts may belong on Schedule C or Schedule F.
Government payments
Form 1099-G can report several types of government payments. Check the box number and description before choosing an article.
- Form 1099-G for unemployment compensation explains how to report unemployment benefits and certain repayments.
- Form 1099-G for a state or local tax refund explains when a prior-year refund may be taxable. A refund generally isn’t taxable federally if you didn’t itemize deductions for the earlier year or if you deducted sales tax instead of state and local income tax.
Retirement, Social Security, and health accounts
- Form 1099-R, Distributions From Pensions, Annuities, Retirement Plans, and IRAs reports retirement-related distributions. A distribution may be fully taxable, partly taxable, or nontaxable, depending on the account and transaction. For 2026 forms, review the reorganized Box 7 indicators carefully when entering the document.
- Form SSA-1099, Social Security Benefit Statement reports Social Security benefits received during the year. Box 5 generally shows net benefits, while Box 6 shows any federal income tax withheld.
- Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA reports money taken from certain tax-advantaged medical accounts. Keep records showing whether the distribution was used for qualified medical expenses.
Education distributions
- Form 1099-Q, Payments From Qualified Education Programs reports distributions from 529 plans and Coverdell Education Savings Accounts. A distribution may be tax-free when it was used for qualified education expenses. Don’t use the same expense both to exclude 1099-Q earnings and to claim an education credit.
Property and canceled debt
- Form 1099-A, Acquisition or Abandonment of Secured Property provides information about a foreclosure, repossession, or abandonment. How you report it depends on whether the property was personal, rental, or business property and whether the debt was recourse or nonrecourse.
- Form 1099-C, Cancellation of Debt reports debt that a lender canceled or forgave. Canceled debt is often taxable, but bankruptcy, insolvency, and other exceptions may allow some or all of it to be excluded.
Other income
- Form 1099-MISC, Miscellaneous Information reports several kinds of income, including rents and certain other payments. Where you enter it depends on which box contains the amount and why you received the payment. Nonemployee compensation is generally reported on Form 1099-NEC, not Form 1099-MISC.
Forms W-2 and W-2G
- Form W-2, Wage and Tax Statement reports wages, tips, withholding, and certain employee benefits. Enter a separate W-2 for every employer. On a joint return, assign each W-2 to the correct spouse.
- Form W-2G, Certain Gambling Winnings reports certain gambling winnings and any tax withheld. Gambling income can still be taxable even when you don’t receive Form W-2G. Documented losses may generally be deducted only if you itemize, and the deduction can’t exceed the gambling winnings you report.
Schedules K-1: Estates, Trusts, Partnerships, and S Corporations
A Schedule K-1 reports your share of income, deductions, credits, or other tax items from another entity. Use the form number printed in parentheses to choose the correct entry section.
- Schedule K-1 (Form 1041), Beneficiary’s Share of Income, Deductions, and Credits is issued to a beneficiary of an estate or trust. Some entries may need to be reported outside the main K-1 entry screen.
- Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, and Other Items is issued to a partner in a partnership. It reports the partner’s share for use on an individual return; it isn’t the partnership’s Form 1065 business return.
- Schedule K-1 (Form 1120-S), Shareholder’s Share of Income, Deductions, Credits, and Other Items is issued to a shareholder in an S corporation. Some coded items may require additional forms or separate entries.
Don’t combine different K-1s unless the program specifically tells you to. Enter each form using the entity’s name, employer identification number, and the amounts and codes shown on that particular K-1.
Other Tax Forms
- Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer may be needed when someone claims a federal refund for a taxpayer who died. Whether the form is required depends on who is claiming the refund and whether a court-appointed representative exists.
- Form 2441, Child and Dependent Care Expenses is used to calculate the Child and Dependent Care Credit. You’ll generally need the care provider’s name, address, taxpayer identification number, and the amount you paid.
- Form 8863, Education Credits is used to claim the American Opportunity Credit or Lifetime Learning Credit. You may claim only one of these credits for the same student in the same tax year, although different credits may apply to different students.
What if my form isn’t listed?
Don’t guess where to enter it. First, look for the exact form number and any letters following it, such as 1099-NEC, 1099-S, 1095-A, or 5498. Forms with similar names can have very different tax treatment.
Also keep these points in mind:
- An informational form doesn’t always create taxable income.
- Not receiving a form doesn’t automatically mean the income can be left off your return.
- A corrected form usually has a CORRECTED box marked near the top.
- A form for your dependent generally belongs on the dependent’s return, not yours.
- If the form belongs to a business, rental property, farm, estate, or trust, it may require a specialized schedule.
- Keep the original form with your tax records, even if you upload or import it.
If you don’t recognize the payer or believe the form is wrong, contact the issuer using independently verified contact information before entering it.
Review before you file
Uploading or importing a form can save time, but you should still compare every imported amount with the original document. Pay close attention to names, Social Security numbers, employer identification numbers, income, withholding, distribution codes, and state information.
A quick review now can help prevent a rejected return, an unexpected tax notice, or the need to amend your return later.