Interest and Ordinary Dividends

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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 2023 tax return. Form 1040 Schedule B: Interest and Ordinary Dividends is also integrated into our comprehensive US Tax Calculator where you can complete and save your calculations for later use. Alternatively you can use one of our Combined Federal and State Tax Estimator to quickly calculate your salary, tax and take home pay.

Schedule B: Interest and Ordinary Dividends
Part I Interest 1List 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 ▶
2
3
4
Note: If line 4 over $1500 you must complete Part III.Amount
Part II Ordinary Dividends 5
6
Note: If line 6 is over $1500 you must fill Part III.Amount
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.YesNo
7a
7b
8

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