Sample Excel Import File: 2017 CT AU-408.xls


Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields Filer fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types. 
Percent of Mutual Fund Portfolio Income3PercentagePortfolio Percent Attributable to CT, PR, GU, AS, MP, and VI Round to Nearest Whole Number
Issuer/Security Name39TextDescription of the Security
CUSIP13NumberCUSIP Number
Box 1 Amount12AmountExempt InterestPayments of Interest Income and Interest-Dividends
Box 2 Amount12AmountAccrued Interest Paid
Box 3 Amount12AmountTax-Exempt Original Issue Discount (OID)

AU-408 Form:

CT Tax Exempt AU-408 Form Instructions:  2017 CT AU-408 Instructions

  • No labels