Form 1040 Schedule B: Interest and Ordinary Dividends
Use Tax Form 1040 Schedule B: Interest and Ordinary Dividends as a stand alone tax form calculator to quickly calculate specific amounts for your 2024 tax return.
Schedule B: Interest and Ordinary Dividends
Part I Interest
List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see instructions on back and list this interest first. Also, show that buyer’s social security number and address ▶
Note: If line 4 over $1500 you must complete Part III.
Part II Ordinary Dividends
Note: If line 6 is over $1500 you must fill Part III.
Part III Foreign Accounts and Trusts
You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.