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Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends

All taxpayers filing Form 1040A or 1040 with interest and/or dividend income exceeding $1,500 must file a Schedule B.

Any interest and dividend income should be reported to you by the payer on Forms 1099-INT and 1099-DIV, and this information should be sent to you each January. Each amount listed on each 1099 form must then be recorded on Schedule B of the Form 1040A or 1040 tax return.

Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends
Instructions for Schedule B may be found in the form itself; see, also, the Form 1040 Instructions

The files are in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.

Adobe Acrobat Reader is available, without charge, at the Adobe website.

For more information, see our discussion of Itemized Deductions, Interest and Dividends.


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