Instructions For Form 1040-A - U.s. Individual Income Tax Return - 2016 Page 12

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Where To Report Certain Items From 2017 Forms W-2, 1097, 1098, and 1099
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If any federal income tax withheld is shown on these forms, include the tax withheld on Form 1040A, line 40.
Form
Item and Box in Which It Should Appear
Where To Report
W-2
Wages, tips, other compensation (box 1)
Form 1040A, line 7
Allocated tips (box 8)
See Wages, Salaries, Tips, etc.
Dependent care benefits (box 10)
Form 2441, Part III
Adoption benefits (box 12, code T)
Must file Form 1040
Employer contributions to an Archer MSA (box 12,
Must file Form 1040
code R)
Employer contributions to a health savings account
Must file Form 1040 if required to file Form 8889 (see instructions for
(box 12, code W)
Form 8889)
Uncollected social security and Medicare or RRTA
Must file Form 1040
tax (box 12, Code A, B, M, or N)
W-2G
Reportable winnings (box 1)
Must file Form 1040
1097-BTC
Bond tax credit
Must file Form 1040 to take
1098
Mortgage interest (box 1)
Must file Form 1040 to deduct
Refund of overpaid interest (box 4)
See the instructions on Form 1098
Points (box 6)
Must file Form 1040 to deduct
1098-C
Contributions of motor vehicles, boats, and airplanes
Must file Form 1040 to deduct
1098-E
Student loan interest (box 1)
See the instructions for Form 1040A, line 18
1098-MA
Home mortgage payments (box 3)
Must file Form 1040 to deduct
1099-A
Acquisition or abandonment of secured property
See Pub. 4681
1099-B
Broker and barter exchange transactions
Must file Form 1040
1099-C
Canceled debt (box 2)
Generally must file Form 1040 (see Pub. 4681)
1099-DIV
Total ordinary dividends (box 1a)
Form 1040A, line 9a
Qualified dividends (box 1b)
See the instructions for Form 1040A, line 9b
Total capital gain distributions (box 2a)
See the instructions for Form 1040A, line 10
Amount reported in box 2b, 2c, or 2d
Must file Form 1040
Nondividend distributions (box 3)
Must file Form 1040 if required to report as capital gains (see the
instructions on Form 1099-DIV)
Investment expenses (box 5)
Must file Form 1040 to deduct
Foreign tax paid (box 6)
Must file Form 1040 to deduct or take a credit for the tax
1099-G
Unemployment compensation (box 1)
See the instructions for Form 1040A, line 13
State or local income tax refund (box 2)
See the instructions under Refunds of State or Local Income Taxes, later
Amount reported in box 5, 6, 7, or 9
Must file Form 1040
1099-INT
Interest income (box 1)
See the instructions on Form 1099-INT and the instructions for Form
1040A, line 8a
Early withdrawal penalty (box 2)
Must file Form 1040 to deduct
Interest on U.S. savings bonds and Treasury obligations
See the instructions for Form 1040A, line 8a
(box 3)
Investment expenses (box 5)
Must file Form 1040 to deduct
Foreign tax paid (box 6)
Must file Form 1040 to deduct or take a credit for the tax
Tax-exempt interest (box 8)
Form 1040A, line 8b
Specified private activity bond interest (box 9)
Must file Form 1040
Market discount (box 10),
Form 1040A, line 8a
Bond premium (box 11), bond premium on Treasury
See instructions on Form 1099-INT and Pub. 550
obligations (box 12), and bond premium on
tax-exempt bond (box 13)
1099-K
Payment card and third party network transactions
Must file Form 1040
1099-LTC
Long-term care and accelerated death benefits
Must file Form 1040 if required to file Form 8853 (see the instructions
for Form 8853)
1099-MISC Miscellaneous income
Must file Form 1040
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