Create Your 1099-INT

1 Payer details

Tax year

The person or business that made the payments.

Payer name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country & phone Optional

Apartment / suiteCountryTelephone number

2 Recipient details

The person or business that received the payments. Use the name and TIN from their Form W-9.

Recipient name *

Tax ID typeTaxpayer ID number *

Street address *

City / town *State *ZIP / postal code *

Apartment, country Optional

Apartment / suiteCountry

3 Annual payment details

Enter actual amounts paid during 2025. This is a payment statement; taxes are not estimated or deducted automatically.

Fill only the boxes from your interest records. Treasury interest in Box 3 is separate from Box 1. Private activity bond interest in Box 9 is already included in Box 8.

Interest income · Box 1

Treasury & tax-exempt interest Only if applicable

U.S. Savings Bonds & Treasury interest · Box 3Tax-exempt interest · Box 8Specified private activity bond interest · Box 9

Penalties, expenses & bond adjustments Only if applicable

Early withdrawal penalty · Box 2Investment expenses · Box 5Market discount · Box 10Bond premium · Box 11Bond premium on Treasury obligations · Box 12Bond premium on tax-exempt bonds · Box 13Tax-exempt / tax credit bond CUSIP · Box 14

Use the reported adjustment amounts. Do not subtract premiums again from interest that is already reported net.

Tax withholding & foreign income Only if applicable

Federal income tax withheld · Box 4Foreign tax paid · Box 6Foreign country or U.S. territory · Box 7

Use the country name or RIC where the IRS instructions permit. Enter actual withholding; taxes are not calculated.

Reporting options Optional

Account numberPayer routing transit number (RTN)FATCA filing requirementMark as CORRECTED

State withholding Optional · up to 2 states

Add state information only when applicable, using actual state withholding records. A state ID is different from the payer’s federal EIN.

Review & download

Copies 1, B and 2 will contain your details. All seven original pages are included, with red Copy A left blank. Tax-agency filing is not included.

By clicking “Continue to checkout,” you confirm that you reviewed the preview and amounts against your records.

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A little treat for your next form.

1 Payer details

2 Recipient details

3 Annual payment details

Review & download

Your 1099-INT, ready to go.