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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.
The following includes answers to common questions about interest, dividends, and tax-exempt income.
What should I enter in the Type Code field in the interest and dividends statements?
How do I enter income from a private activity bond?
How do I enter income that is tax-exempt at the federal level, but taxable at the state level?
How do I enter income from a U.S. territory that is exempt from both federal and state taxation?
How do I enter source tax-exempt interest or dividend income for state returns?
Related topic: 1041 frequently asked questions
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