1099 Reporting

Report federally tax-exempt interest income

Learn how to create a form to report federally tax-exempt state interest.

Tip:

Import your files from Excel instead of creating them manually one at a time.

  1. Click Add New Form.
  2. On the Start a New Filing page, select the type of tax-exempt interest form you want to create.
    Explore the Federally tax exempt State interest forms section to find the type you're looking for. Example: MN FS-19 form.The Federally tax exempt State interest forms section is highlighted.
  3. Select the filer by clicking the circle icon in the Select column and then click Continue.
    The Select column and the Continue button are highlighted.
  4. Select the recipient associated with the filer you want to include and then click Continue.
    This will take you to a blank form for the tax year you selected.
  5. On the form, fill in the boxes with your information and then click Save Form.
    The form is now ready for filing.
  6. On the Filing Saved page, click Add Filing to Cart to place an order.
    Alternatively, click Create another Form to repeat the form creation process.
  7. When you're ready, add your forms to your cart and go through the checkout process.
    Tip:

    For more information about this process, check the Place an order guide.

  8. Optional: Select some additional options after placing an order by clicking Order History and then the order number with your tax-exempt forms.
    The Order History menu option and the Order number column are highlighted.
    On the Order Details page, choose from the following options:
    • Click the Email icon to email forms to a recipient.

    • Click Get PDFs to download PDF copies of your forms.

    • Click Print Receipt to print out the receipt for your order.

    • Click Get File to generate and download an Excel file version of your forms. You'll need to send it to the FTP yourself. eFileMyForms doesn't eFile tax-exempt forms or 592-B forms.

    • Click Totals Report to generate and print a totals report for your order.

    • Click Summary Report to generate and print a summary report for your order.

    • Click External ID Listing to download a corrections report in a .tab format.