1099-INT PDF form

Understand your document

What is 1099-INT?

Form 1099-INT reports specified interest payments and related withholding information. Different boxes distinguish ordinary interest, U.S. Treasury interest and tax-exempt interest. Prepare the statement using the payer’s annual interest and account records.

Records to gather

• Payer name, TIN and contact address
• Recipient name, TIN, address and account reference
• Interest totals separated by reportable category
• Withholding, penalties, premiums or other applicable reported amounts

Fields you will work through

The guided editor groups the supported fields into practical steps. The available fields follow the chosen revision.

Document details

Calendar year · Are you preparing more than one statement for separate accounts of this recipient?

Issuer

Payer / creditor name · Street address · City or town

Recipient

Recipient TIN · Recipient name · Street address, including apartment

Reported amounts

1 Interest income · 2 Early withdrawal penalty · 3 U.S. savings bond and Treasury interest

Additional information

Account number · Payer routing transit number (optional) · 7 Foreign country or U.S. territory

Check before using your PDF

• Do not combine tax-exempt and taxable interest into one box.
• Verify interest categories and related adjustments against account statements rather than only a bank deposit total.

After you prepare the document

Review the statement copies and applicable information-return filing requirements. A recipient should resolve incorrect amounts with the bank or other issuer.