SCHEDULE B (Form 1040) 2024 Interest and Ordinary Dividends Department of the Treasury Internal Revenue Service Attach to Form 1040 or 1040-SR. Go to www.irs.gov/ScheduleB for instructions and the latest information. OMB No. 1545-0074 Attachment Sequence No. 08. Name(s) shown on return. Your social security number. Part I Interest (See ...

2024年9月11日 · Information about Schedule B (Form 1040), Interest and Ordinary Dividends, including recent updates, related forms, and instructions on how to file. This schedule is used by filers to report interest and ordinary dividend income.

Use Schedule B (Form 1040) if any of the following applies. You had over $1,500 of taxable interest or ordinary dividends. You received interest from a seller-financed mortgage and the buyer used the property as a personal residence. You have accrued interest from a bond.

2025年1月23日 · On your Schedule B, you only need to include information about ordinary dividends received during the previous tax year. If your 1099-DIV form says you received qualified dividends, those should go on your 1040—but these should be …

2024年8月23日 · Schedule B is an IRS tax form that must be completed if a taxpayer receives interest income and/or ordinary dividends of more than $1,500 during the tax year. The schedule must accompany a...

2024年10月16日 · A Schedule B IRS form reports taxable interest and dividend income received during the tax year. Most taxpayers only need to file a Schedule B if they receive more than $1,500 of taxable interest or dividends.

2023年9月29日 · If your interest and dividend income are less than $1,500 for the tax year, you can typically report the income directly on Form 1040, lines 2 and 3, without using Schedule B. However, there are some circumstances where you must …

2024年1月22日 · What Is Schedule B (Form 1040) For? "Schedule B" is a form you file with your regular income tax return by April 15 (or October 15 with an extension). It's most often used to identify interest and dividend income. It is also used to alert the IRS that you have foreign bank or other financial accounts.

2025年1月3日 · Taxpayers who receive interest income or ordinary dividends from investments or other assets may be required to report them on IRS Schedule B when they file their annual income tax return. In this article, we’ll walk you through everything you need to know about IRS Schedule B, including:

Use Schedule B (Form 1040) if any of the following applies. You had over $1,500 of taxable interest or ordinary dividends. You received interest from a seller-financed mortgage and the buyer used the property as a personal residence. You have accrued interest from a bond.