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Sample Excel Import File: 2018 CA - 4800 MEO.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 CA, 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

4800 MEO Form:

CA Tax Exempt Form 4800 MEO Instructions:  2017 CA 4800 MEO Instructions


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