New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

How do I enter taxable interest and dividend income?

Answer

Usually, taxable interest and dividends do not need a code entered in the Type code field of the Interest Income and Dividend Income statement dialogs. Codes in this field represent various other types of interest or dividend income taxation issues, other than being 100 percent taxable. Since blank is the default behavior, most items that you enter do not have any special coding requirements.

Related topics

• Schedule B FAQs (1040)
• Screen Broker - Consolidated Broker Statement

Was this article helpful?

Yes No

Submit