Free 2009 Form 1099-INT - Federal


File Size: 41.1 kB
Pages: 6
File Format: PDF
State: Federal
Category: Tax Forms
Author: SE:W:CAR:MP
Word Count: 1,410 Words, 8,606 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://www.irs.gov/pub/irs-pdf/f1099int.pdf

Download 2009 Form 1099-INT ( 41.1 kB)


Preview 2009 Form 1099-INT
Attention:
This form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A downloaded from this website. The official printed version of this IRS form is scannable, but the online version of it, printed from this website, is not. A penalty of $50 per information return may be imposed for filing forms that cannot be scanned.

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9292

VOID

CORRECTED
Payer's RTN (optional) OMB No. 1545-0112

PAYER'S name, street address, city, state, ZIP code, and telephone no.

1 Interest income

$
2 Early withdrawal penalty

2009
Form

Interest Income
Copy A
For Internal Revenue Service Center
File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2009 General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G.

$
PAYER'S federal identification number RECIPIENT'S identification number

1099-INT

3 Interest on U.S. Savings Bonds and Treas. obligations

$
RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses

$
Street address (including apt. no.) 6 Foreign tax paid

$
7 Foreign country or U.S. possession 9 Specified private activity bond interest

$
City, state, and ZIP code 8 Tax-exempt interest

Account number (see instructions)

2nd TIN not.

$
Form

$

1099-INT

Cat. No. 14410K

Department of the Treasury - Internal Revenue Service

Do Not Cut or Separate Forms on This Page

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Do Not Cut or Separate Forms on This Page

CORRECTED (if checked)
PAYER'S name, street address, city, state, ZIP code, and telephone no. Payer's RTN (optional) OMB No. 1545-0112

1 Interest income

$
2 Early withdrawal penalty

2009
Form

Interest Income
Copy B
For Recipient
This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.

$
PAYER'S federal identification number RECIPIENT'S identification number

1099-INT

3 Interest on U.S. Savings Bonds and Treas. obligations

$
RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses

$
Street address (including apt. no.) 6 Foreign tax paid

$
7 Foreign country or U.S. possession 9 Specified private activity bond interest

$
City, state, and ZIP code 8 Tax-exempt interest

Account number (see instructions)

$
Form

$

1099-INT

(keep for your records)

Department of the Treasury - Internal Revenue Service

Instructions for Recipient
Account number. May show an account or other unique number the payer assigned to distinguish your account. Box 1. Shows taxable interest paid to you during the calendar year by the payer. This does not include interest shown in box 3. May also show the total amount of the credits from clean renewable energy bonds, Gulf tax credit bonds, qualified forestry conservation bonds, new clean renewable energy bonds, qualified energy conservation bonds, qualified zone academy bonds, and Midwestern tax credit bonds that must be included in your interest income. These amounts were treated as paid to you during 2009 on the credit allowance dates (March 15, June 15, September 15, and December 15). For more information, see Form 8912, Credit to Holders of Tax Credit Bonds. Box 2. Shows interest or principal forfeited because of early withdrawal of time savings. You may deduct this amount to figure your adjusted gross income on your income tax return. See the instructions for Form 1040 to see where to take the deduction. Box 3. Shows interest on U.S. Savings Bonds, Treasury bills, Treasury bonds, and Treasury notes. This may or may not all be taxable. See Pub. 550. This interest is exempt from state and local income taxes. This interest is not included in box 1. Box 4. Shows backup withholding. Generally, a payer must backup withhold at a 28% rate if you did not furnish your taxpayer identification number (TIN) or you did not furnish the correct TIN to the payer. See Form W-9. Include this amount on your income tax return as tax withheld. Box 5. Any amount shown is your share of investment expenses of a single-class REMIC. If you file Form 1040, you may deduct these expenses on the "Other expenses" line of Schedule A (Form 1040) subject to the 2% limit. This amount is included in box 1. Box 6. Shows foreign tax paid. You may be able to claim this tax as a deduction or a credit on your Form 1040. See your Form 1040 instructions. Box 8. Shows tax-exempt interest, including exempt-interest dividends from a mutual fund or other regulated investment company, paid to you during the calendar year by the payer. Report this amount on line 8b of Form 1040 or Form 1040A. This amount may be subject to backup withholding. See box 4. Box 9. Shows tax-exempt interest subject to the alternative minimum tax. This amount is included in box 8. See the Instructions for Form 6251. Nominees. If this form includes amounts belonging to another person(s), you are considered a nominee recipient. Complete a Form 1099-INT for each of the other owners showing the income allocable to each. File Copy A of the form with the IRS. Furnish Copy B to each owner. List yourself as the "payer" and the other owner(s) as the "recipient." File Form(s) 1099-INT with Form 1096 with the Internal Revenue Service Center for your area. On Form 1096 list yourself as the "filer." A husband or wife is not required to file a nominee return to show amounts owned by the other.

VOID

CORRECTED
Payer's RTN (optional) OMB No. 1545-0112

PAYER'S name, street address, city, state, ZIP code, and telephone no.

1 Interest income

$
2 Early withdrawal penalty

2009
Form

Interest Income

$
PAYER'S federal identification number RECIPIENT'S identification number

1099-INT Copy C
For Payer
For Privacy Act and Paperwork Reduction Act Notice, see the 2009 General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G.

3 Interest on U.S. Savings Bonds and Treas. obligations

$
RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses

$
Street address (including apt. no.) 6 Foreign tax paid

$
7 Foreign country or U.S. possession 9 Specified private activity bond interest

$
City, state, and ZIP code 8 Tax-exempt interest

Account number (see instructions)

2nd TIN not.

$
Form

$
Department of the Treasury - Internal Revenue Service

1099-INT

Instructions for Payers
General and specific form instructions are provided as separate products. The products you should use to complete Form 1099-INT are the 2009 General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G and the 2009 Instructions for Forms 1099-INT and 1099-OID. To order these instructions and additional forms, visit the IRS website at www.irs.gov, or call 1-800-TAX-FORM (1-800-829-3676). Caution: Because paper forms are scanned during processing, you cannot file with the IRS Forms 1096, 1098, 1099, 3921, 3922, or 5498 that you print from the IRS website. Due dates. Furnish Copy B of this form to the recipient by February 1, 2010. File Copy A of this form with the IRS by March 1, 2010. If you file electronically, the due date is March 31, 2010. To file electronically, you must have software that generates a file according to the specifications in Pub. 1220, Specifications for Filing Forms 1098, 1099, 3921, 3922, 5498, and W-2G Electronically. IRS does not provide a fill-in form option. Forms 1099-INT and 1098. If you received mortgage interest in the course of your trade or business, you may have to report it to the payer of such mortgage interest and to the IRS on Form 1098, Mortgage Interest Statement. Do not report mortgage interest to the payer on Form 1099-INT. See the instructions for Form 1098 for information on reporting mortgage interest. Foreign recipient. If the recipient is a nonresident alien, you may have to withhold federal income tax and file Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding. See the Instructions for Form 1042-S and Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities. Need help? If you have questions about reporting on Form 1099-INT, call the information reporting customer service site toll free at 1-866-455-7438 or 304-263-8700 (not toll free). For TTY/TDD equipment, call 304-267-3367 (not toll free).