Investors & landlords

for

#1) States: While the Broker has that information, I suspect (opinion) that the software companies and the financial services companies haven't found a way, or perhaps haven't agreed on a way to arrange the specially-formatted tax files to include that information in a usable/error-free way.  

#2) similar situation for including the accrued interest in the download file, but I think this would be far easier to eventually include than #1 if the companies involved ever agree on how to format the download files.  But that agreed format has to be done between the Providers and the various software companies.  The 1099-B and the supplemental worksheets you get at the end of each year is entirely different from the tax download files they create for importing the data.

#3)  That would be fairly easy for TTX to program into the follow-up page....they already have multiple lines on the follow-up page for user-entered premium amortizations (if not already included in boxes 11, 12, or 13 on the actual 1099-INT).

#4)  BUT I think you should bother to do it (break it up into separate 1099-INT forms) even if the IRS might not notice....................... I've had to break out box 1, and 8 into separate 1099-INT for a number of years for those accrued interest values when I buy a bond with accrued interest, so it's kind-of second nature now and is really pretty easy to do.   All my accrued interest has been for box 8 recently, so when I have box 3 $$, I can just include it with the box 1 1099-INT....but that's just my situation.   

#5?  NO, Premier doesn't handle it any different.....upagrading won't help.