Christy and John Harris$-$Thomas received the following Form $1099-$INTs during $2023$:

$$ CORRECTED $($if checked$)$

PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no$.$

Lake Osbourne Savings and Loan

$4400$ S$.$ Congressional Avenue

Lake Worth, FL $33461$

Payer's RTN $($optional$)$

OMB No$.1545-0112$

Form $1099-$INT

$($Rev$.$ January $2022)$ Interest

Income

$1$ Interest income

$ $1,356\mathrm{.}19$ For calendar year

$2023$

$2$ Early withdrawal penalty

Copy B

For Recipient

This is important tax information and is being furnished to the IRS. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.

PAYER'S TIN RECIPIENT'S TIN $

$3$ Interest on U$.$S$.$ Savings Bonds and Treasury obligations

$13-2122333313-44-5454$ $

RECIPIENT'S name

Christy Harris$-$Thomas

$4$ Federal income tax withheld

$ $5$ Investment expenses

$

Street address $($including apt. no$.)$

$1112$ Constitution Avenue, NW

$6$ Foreign tax paid

$ $7$ Foreign country or U$.$S$.$ possession

City or town, state or province, country, and ZIP or foreign postal code

Washington, DC $20224$

$8$ Tax$-$exempt interest

$ $9$ Specified private activity bond interest

$

$10$ Market discount

$11$ Bond premium

FATCA filing requirement

$

$

$\backslash$geoquad

$12$ Bond premium on Treasury obligations

$ $13$ Bond premium on tax$-$exempt bond

$

Account number $($see instructions$)$

$14$ Tax$-$exempt and tax credit bond CUSIP no$.$

$15$ State

$16$ State identification no$.$

$17$ State tax withheld

$

$

Form $1099-$INT $($Rev$.1-2022)($keep for your records$)$ www$.$irs.gov$/$Form$1099$INT Department of the Treasury $-$ Internal Revenue Service

$2023$ Combined Forms $1099$

This is important tax information and is being furnished to the IRS $($except as indicated$).$ If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.

Copy B for Recipient

OMB No$.1545-0110$

Friar Tuck Investments

$38$ Wall Street, $8$th Floor

New York, NY $10005$

Account Number Tax ID

John and Christy Harris$-$Thomas

$3100987765***-**-5454$

$1112$ Constitution Ave., NW Payer's Federal Tax ID

Washington DC $2022433-1357246$

Financial Adviser$/$Phone

Will Scarlett $888-555-1212$

Form $1099-$INT Interest Income

Box $1$ Interest income Box $2$ Early withdrawal penalty Box $3$ interest on U$.$S$.$ Savings Bonds and Treasury obligations

$358\mathrm{.}12$

$800\mathrm{.}00$

Box $4$ Federal income tax withheld Box $5$ Investment expenses Box $6$ Foreign Tax Paid

Box $7$ Foreign country or U$.$S$.$ possession Box $8$ Tax$-$exempt interest Box $9$ Specified private activity bond interest

$400\mathrm{.}00$

Box $10$ Market Discount Box $11$ Bond Premium

Box $12$ Bond Premium on Treasury obligations Box $13$ Bond premium on tax$-$exempt bond

According to John and Christy$$s records, they purchased US Treasury bonds between interest payments and paid accrued interest of $$107\mathrm{.}40$ to the seller.

Complete Part I of Schedule B of Form $1040$ for the Harris$-$Thomas$2023$ tax year.

Click here to access the tax tables.

SCHEDULE B

$($Form $1040)$

Department of the Treasury Internal Revenue Service Interest and Ordinary Dividends

Attach to Form $1040$ or $1040-$SR$.$

Go to www$.$irs.gov$/$ScheduleB for instructions and the latest information. OMB No$.1545-0074$

$2023$

Attachment

Sequence No$.08$

Name$($s$)$ shown on return

Christy and John Harris$-$Thomas Your social security number

$313-44-5454$

Part I

Interest

$($See instructions and the Instructions for Form $1040,$ line $2$b$.)$

Note: If you received a Form $1099-$INT, Form $1099-$OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. $1$ List name of payer. If any interest is from a seller$-$financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address:

Lake Osbourne Savings and Loan

Amount

fill in the blank $2$

$1,356$

Friar Tuck Investments

fill in the blank $4$

$358$

Friar Tuck Investments US T Bills

$1$ fill in the blank $6$

$800$

Accrued Interest

fill in the blank $8$

$107$

$2$ Add the amounts on line $1.......................................2$ fill in the blank $9$

$2,514$

$3$ Excludable interest on series EE and I U$.$S$.$ savings bonds issued after $1989.$ Attach Form $8815..................................................3$

$4$ Subtract line $3$ from line $2.$ Enter the result here and on Form $1040$ or $1040-$SR$,$ line $2$b $...................................................4$ fill in the blank $10$

Note: If line $4$ is over $$1,500,$ you must