Add Schedule B to the Return
Click the "+" button to add Schedule B to the tax return.
Link the Interest Statement Form
On the first line under the Other Interest section, click the gray triangle to link the Interest Statement form.
Attach Additional Forms (if needed)
Use the paperclip icon to attach any required supporting forms.
Create a New Interest Statement
Click "New" to begin entering interest income details.
Select the Interest Income Form
Click Interest Stmt - Schedule B Line 1b Interest Income to proceed.
Enter the Payer’s Name
This should match the entity listed on the 1099-INT as the sender.
Input the Interest Income Details
Enter the remaining information exactly as it appears on the taxpayer’s 1099-INT, including:
Interest Income
Tax-Exempt Interest
Federal and State Tax Withheld
📌 For a step-by-step tutorial, check it here:
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