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United States forms

Form detail

IRS Form 1099-INT

Interest Income

Country

United States

Revision year

2024

Methods

paper, efile

Updated

2026-05-20

Interest Income

Information return used to report interest income paid by banks, brokers, and other payers, along with related withholding and original issue discount items.

Who must file: Payers that, in the course of a trade or business, paid at least $10 of interest (including tax-exempt interest) or $600 of interest in some specific circumstances, or withheld federal income tax under backup withholding regardless of the amount.

Practical overview

Foreign payors and U.S. private lenders frequently miss 1099-INT filings for owner loans and seller-financed mortgages. Tax-exempt interest still needs to be reported in box 8 even though it is not subject to federal tax. Recipient TIN mismatches drive most penalty notices on this form.

Practical steps

  • Aggregate interest paid to each payee for the calendar year, including taxable and tax-exempt interest.
  • Apply backup withholding if the payee did not furnish a correct TIN on Form W-9.
  • Furnish Copy B to recipients and file Copy A with the IRS by the applicable deadlines.
  • For 10 or more total information returns in the calendar year, file electronically through FIRE or IRIS.

Due-date notes

Furnish Copy B to recipient.

Timing: January 31

File Copy A with IRS on paper.

Timing: February 28

Extension reference: Form 8809

File Copy A with IRS electronically.

Timing: March 31

Extension reference: Form 8809

Penalty snapshot

Information return penalties under IRC §§ 6721 and 6722; amounts vary by lateness and are inflation-adjusted annually.

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Important disclaimer

This library is for general tax education only. Always verify filing obligations, due dates, and tax consequences against the cited primary source or with a qualified tax professional.