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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 1040 Schedule B
for the current year.
IRS Form 1040 Schedule B Interest and Ordinary Dividends
What Is IRS Form 1040 Schedule B?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 1040, U.S. Individual Income Tax Return. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is IRS Form 1040 Schedule B?
A: IRS Form 1040 Schedule B is a form used to report interest and ordinary dividends received throughout the tax year.
Q: Do I need to file Form 1040 Schedule B?
A: You need to file Form 1040 Schedule B if you received more than $1,500 in interest or dividends, or if you had a foreign bank account.
Q: What information is required on Form 1040 Schedule B?
A: You will need to provide details about the interest and dividend income you received, including the names of the payers and the amounts received.
Q: When is the deadline to file Form 1040 Schedule B?
A: Form 1040 Schedule B is typically due on the same date as your tax return, which is usually April 15th. However, the deadline may be extended in certain circumstances.
Form Details:
- A 1-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 1040 Schedule B through the link below or browse more documents in our library of IRS Forms.
