1040-US: Form 1099-INT data entry

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You can use the UltraTax CS Source Data Entry utility to enter information for this form. Otherwise, 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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