- Loading...
Sample Excel Import File: Coming soon!
Import Form Fields:
| Field Name | Size | Type | Description | Notes |
|---|---|---|---|---|
| See Form Filer Common Fields | Filer fields common to all form types. | |||
| See Recipient Common Fields | Recipient fields common to all form types. | |||
| Percent of Mutual Fund Portfolio Income | 3 | Percentage | Portfolio Percent Attributable to CT, PR, GU, AS, MP, and VI | Round to Nearest Whole Number |
| Issuer/Security Name | 39 | Text | Description of the Security | |
| CUSIP | 13 | Number | CUSIP Number | |
| Box 1 Amount | 12 | Amount | Exempt Interest | Payments of Interest Income and Interest-Dividends |
| Box 2 Amount | 12 | Amount | Accrued Interest Paid | |
| Box 3 Amount | 12 | Amount | Tax-Exempt Original Issue Discount (OID) | |
AU-408 Form:
CT Tax Exempt AU-408 Form Instructions: Coming soon!
Overview
Content Tools
