Form 1099-INT; Interest Income

• Add the "Interest Listing Page" when the total Taxable Interest and Ordinary Dividends are $1,499 or less.
• Add "Schedule B" when the total Taxable Interest and Ordinary Dividends are $1,500 or more.

1. Select "Income" from your list to expand your Income Forms.
2. Click "Add Income Form".
3. Locate and Select the applicable page (Interest Listing Page or Schedule B).

When Schedule B is added, select the link within the Interest Section to open the Interest Listing Page.

Select "Add New".

Name of Interest Payer:

• Enter the Payer Name from Form 1099-INT, Form 1099-OID, applicable Statement from Bank/Broker, or when reporting Interest Income without a Form enter the name of Payer Interest is from.

Click here to show advanced entries:

• Includes Early Withdraw Penalty, Foreign Taxes Paid, Tax-Exempt Interest listings. (see below for more information).

Amount of Interest Received:

• Enter the total amount of Interest Income

Federal Income Tax Withheld

• Enter the amount of Federal Withholding .

Advanced Entries include:

• Early Withdrawal Penalty
• Foreign Taxes Paid
• Amount of Nominee Interest
• Amount of Accrued Interest
• Amount of OID Adjustment
• Amount of Amortizable Bond Premium (ABP) Adjustment
• and Tax Exempt Interest.

Interest is Tax Exempt:

• Check this box when the total amount of Interest Income is non-taxable.