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1
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RECIPIENT'S NAME & ADDRESS |
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Your
registration
and mailing
address.
You are
the recipient
as owner
of the
account(s)
listed
on this
form. |
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2
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RECIPIENT'S IDENTIFICATION NUMBER |
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The number under which
the distribution amounts have been reported to the IRS. For
individuals, this is your Social Security Number. |
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3
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FUND NAME & ACCOUNT NUMBER |
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The name and account number of the fund from which the
exempt-interest distributions were paid. |
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4
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(Box 1). INTEREST INCOME |
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Box 1 reports taxable interest paid to you during the
calendar year. However, this box will not
apply to you for 2009. |
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5
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(Box 4). FEDERAL INCOME TAX WITHHELD |
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Box 4 reports federal income tax withheld, if any, from
any dividend and distribution paid to you in 2009. This
amount will either reduce the amount of tax you owe
to the IRS or increase the amount the IRS will refund
to you.
Should be entered on Form 1040, Page 2, Line 61. |
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6
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(Box 8). TAX-EXEMPT INTEREST |
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Box 8 shows tax-exempt interest, including exempt-interest
dividends for a mutual fund, or other regulated
investment company, paid to you during the calendar
year.
Should be entered on: Form 1040 (or Form 1040A), Line
8b. |
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7
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(Box 9). SPECIFIC PRIVATE ACTIVITY BOND
INTEREST |
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Box 9 shows tax-exempt interest that may be subject to the alternative
minimum tax (AMT).This amount is also included
in Box 8 on Form 1099-INT.
Contact your tax advisor on how to report this to the IRS. |
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