LakeGirl
Level 2
03-31-2022
05:05 PM
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I have a new client that has 5 Edward Jones accounts and they all have 1099OID's. There are numbers in the tax exempt OID (Box 11). Where is the correct place to post this on the interest worksheet? It does not seem to fit anywhere. How should this be handled?
If anyone has an answer for me, I would certainly appreciate the correct way to enter this information.
Than you!
Debbie
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sjrcpa
Level 15
03-31-2022
05:19 PM
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Enter the same as you would for non OID tax exempt interest.
The more I know the more I don’t know.
LakeGirl
Level 2
03-31-2022
05:39 PM
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So I should post it in Box 8 on the interest worksheet even tho the Form 1099 OID says Box 11?
