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

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