1040-US: Form 1099-INT data entry

You can use the table below to enter form information on the appropriate input screens.

Form field Folder > Screen Field Statement column
Payer's Name Income > B&D Interest Income Description
Recipient's TIN Income > B&D Interest Income T S J
Box 1 - Interest Income Income > B&D Interest Income Interest Income
Box 2 - Early withdrawal penalty Income > B&D Interest Income Early W/D penalty
Box 3 - Interest on U.S. Savings Bonds and Treas. obligations Income > B&D Interest Income US Ob ($ or %); additionally, add the taxable obligation to the Interest Income column
Box 4 - Federal income tax withheld Income > B&D Interest Income Fed W/H
Box 5 - Investment expenses Income > B&D Interest Income Inv Exp
Box 6 - Foreign tax paid Income > B&D Interest Income Foreign Tax Paid
Box 7 - Foreign country or U.S. possession Income > B&D Name of foreign country or possession N/A
Box 8 - Tax-exempt interest Income > B&D Interest Income Tax Exempt
Box 9 - Specified private activity bond interest Income > B&D Interest Income AMT Int Income (PAB)
Box 10 - Market discount Income > B&D Interest Income Interest Income
Box 11 - Bond premium Income > B&D Interest Income Interest Income, Type code = 6
Box 12 - Bond premium on Treasury obligations Income > B&D Interest Income Interest Income, Type code = 6
Box 13 - Bond premium on tax-exempt bond Income > B&D Interest Income Enter net of Box 8 minus Box 13 in Tax Exempt Amount
Box 15 - State
 Income > B&D Interest Income State
Box 16 - State identification no.
 Income > B&D Interest Income State ID No.
Box 17 - State tax withheld
 Income > B&D Interest Income State W/H
Boxes 15, 16, and 17, second state N/A N/A N/A
Payer's Name Itemized Deductions > A Interest Expenses Description
Recipient's TIN Itemized Deductions > A Interest Expenses T S J

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