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Form 1040: Entering exempt interest dividends

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📊 Step-by-Step Guide

Step 1: Go to Schedule B

Open Schedule B and go to line 5a.

Step 2: Link the line to the Additional Dividend Statement

Link Schedule B line 5a to the Additional Dividend Statement (press F9).

Step 3: Enter Exempt Interest Dividends

Exempt Interest Dividends should be entered in the last column.

Step 4: Avoid mixing dividend types

The first column (Ordinary Dividends) should NOT include the Exempt Interest.

Tags: federal,form