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Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

 
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6 Replies

Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

Last year we just left that box blank (in the software form) if it was from a mixture of bonds/funds.

Though it seems to accept "various" with desktop software.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
exactwp
New Member

Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

The software accepts Various but will not allow the return to be filed electronically. Can the taxpayer break out the form into separate 1099s without creating a problem with the IRS which receives only one combined form?

Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

I hadn't gone that far...don't know yet.  It wasn't absolutely required in prior years to have that box filled in.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
cmt120
New Member

Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

I have the same problem.  My 2016 taxes also had various for box 14 and was able to e-file last year without a problem.

Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

I'm pretty sure leaving box 14 blank would be OK...but I'm checking on it.

If you did happen to paper file, you wouldn't even be sending in your 1099-INT anyhow (unless it had some Fed/State  withholding on it, but that's fairly rare)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
tilvette
New Member

Schedule B form 1099-INT box 14 from Edward Jones shows various. Turbo Tax online program is asking for a Cusip number. What do I do?

The answer on the Turbo Tax website Q&A says leave it blank.  I did and it was sent and accepted by the IRS.

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