| Lacerte | | Input Document/Form | Generated Form | Line |
|---|
| | General | | | |
|---|
| 00 | Client Documents | Word, Excel, PDF files | | |
| 01 | Client Information | DL, SS card | 1040 | |
| 02 | Dependents | SS cards | 1040 | |
| | Payments | | | |
|---|
| 06 | Estimated Tax Payments | 1040-ES | 1040 | 18 |
| 09 | Extensions | | 4868 | |
| | | | | |
| | Income | | | |
|---|
| 10 | Wages, Salaries, Tips | W-2 | 1040 | 1 |
| | | 1042-S | 1040NR | |
| 11 | Interest Income | 1099-INT | 1040 Schedule B, 1040 | 2 |
| 12 | Dividend Income | 1099-DIV | 1040 Schedule B, 1040 | 3 |
| 13.1 | IRA distributions | 1099-R, RRB-1099 | 1040, 8606, 5329 | 4 |
| | Pensions | 1099-R, RRB-1099 | 1040, 8606, 5329 | 4c |
| 13.2 | Gambling Winnings | W-2G | 1040, Schedule 1 | 8 |
| 14.2 | Social Security Benefits | SSA-1099, RRB-1099 | 1040 | 5 |
| | Cancellation of Debt | 1099-C | 1040 Schedule 1 | 8 |
| | Alimony | | 1040 Schedule 1 | 2a,18 |
| | Miscellaneous Income | 1099-MISC box 3 | 1040 Schedule 1 | 8 |
| 14.2 | State Tax Refunds | 1099-G | 1040 Schedule 1 | 1 |
| | Unemployment Compensation | 1099-G | 1040 Schedule 1 | 7 |
| 14.3 | Education Distributions | 1099-Q | | |
| 16 | Business Income | 1099-MISC box 7, 1099-K | Schedule C | |
| 17 | Dispositions | 1099-B, 1099-S | Schedule D, 8949, 4797 | |
| | Sale of Stocks | 1099-B, often after -INT/-DIV | Schedule D, 8949 | |
| | Sale of Residence | 1099-S | Schedule D, 8949 | |
| 18 | Rental Income | 1099-MISC box 1 | Schedule E | |
| | | 1099-MISC box 7, 1099-K | | |
| | Rental: Real Estate Taxes | | Schedule E | |
| | Rental: Mortgage Interest | 1098 | Schedule E | |
| | Royalty Income | 1099-MISC box 2 | | |
| 19 | Farm Income | 1099-MISC box 7, 1099-K | Schedule F | |
| 20 | Pass-through K-1's Income | K-1, basis calculation | Schedule E | |
| | from Partnerships, S-Corps | | | |
| | | | | |
| | Deductions | | | |
|---|
| 22 | Depreciation | | 4562 | |
| 24 | Adjustments to Income | | | |
| | IRA Contributions | 5498 | 1040 Schedule 1, 8606 | 19 |
| | 401(k) contribution | | 1040 Schedule 1 | 15 |
| | SE Health Insurance | | 1040 Schedule 1 | 16 |
| | Student Loan Interest | 1098-E | 1040 Schedule 1 | 20 |
| | Educator Expense | | 1040 Schedule 1 | 10 |
| 25 | Medical & Dental Expenses | | Schedule A | 4 |
| | Sales Taxes | | Schedule A | 5a |
| 25-3 | Real Estate Taxes | | Schedule A | 5b |
| 25-4 | Mortgage Interest | 1098 | Schedule A | 8 |
| | Cash Contributions | receipts | Schedule A | 11 |
| | Investment Expenses | 1099-DIV, 1099-B | Schedule A | NO |
|---|
| 26 | Non-cash Contributions | receipts | 8283, Schedule A | 12 |
| 27 | Moving Expenses | | 3903, 1040 | NO |
|---|
| 29 | Business Use of Home | | 8829, Schedule A | |
| 30 | Vehicle Expense | mileage log | Schedule C | |
| | Employee Business Expenses | | 2106, Schedule A | NO |
|---|
| 31 | Foreign Income Exclusion | Foreign Wage Statement | 2555 | |
| 32 | Health Savings Account | | 8889, 1040 Schedule 1 | 12 |
| | HSA contributions | 5498-SA, W-2 box 12 | 8889 | |
| | HSA distributions | 1099-SA | 8889 | |
| | Long-Term Care | 1099-LTC | 8853 | |
| | | | | |
| | Credits | | | |
|---|
| 33 | Dependent Care Credit | Provider Statement, W-2 box 10 | 2441 | |
| 35 | Foreign Tax Credit | Foreign Wage Statement | 1116 | |
| 38.1 | Education Credit | 1098-T | 8863 | |
| 38.2 | Residential Energy Credit | Energy Star Certificate | 5695 | |
| 39 | Premium Tax Credit | 1095-A | 8962 | |
| Lacerte | | Input Document/Form | Generated Form | Line |
|---|