Federal Interest and Ordinary Dividends
Extracted from PDF file 2019-federal-1040-schedule-b.pdf, last modified November 2019
Interest and Ordinary DividendsSCHEDULE B Department of the Treasury Internal Revenue Service (99) OMB No. 1545-0074 Interest and Ordinary Dividends (Form 1040 or 1040-SR) ▶ Go 1 Interest Attachment Sequence No. 08 Your social security number Name(s) shown on return Part I 2019 to www.irs.gov/ScheduleB for instructions and the latest information. ▶ Attach to Form 1040 or 1040-SR. Amount List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address ▶ (See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.) Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. Part II 1 2 3 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b . . . . . . . . . . . . . . . . . . . . . . . . ▶ Note: If line 4 is over $1,500, you must complete Part III. List name of payer ▶ 5 2 3 4 Amount Ordinary Dividends (See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the ordinary dividends shown on that form. Part III Foreign Accounts and Trusts Caution: If required, failure to file FinCEN Form 114 may result in substantial penalties. See instructions. 5 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b . . . . . . . . . . . . . . . . . . . . . . . . ▶ 6 Note: If line 6 is over $1,500, you must complete Part III. 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. 6 7a Yes No At any time during 2019, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements . . . . . . b If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located ▶ 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? If “Yes,” you may have to file Form 3520. See instructions . . . . . . . . . For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040 or 1040-SR) 2019
2019 Schedule B (Form 1040 or 1040-SR)
More about the Federal 1040 (Schedule B) Individual Income Tax TY 2019
On this form, you must list an income received from interest, ordinary dividends, or Foreign Accounts and Trusts.
We last updated the Interest and Ordinary Dividends in January 2020, so this is the latest version of 1040 (Schedule B), fully updated for tax year 2019. You can download or print current or past-year PDFs of 1040 (Schedule B) directly from TaxFormFinder. You can print other Federal tax forms here.
Related Federal Individual Income Tax Forms:
|Form Code||Form Name|
|1040 (Schedule A)||Itemized Deductions|
|1040 (Schedule E)||Supplemental Income and Loss|
|1040 (Schedule SE)||Self-Employment Tax|
|1040 (Schedule C)||Profit or Loss from Business (Sole Proprietorship)|
|1040 (Schedule R)||Credit for the Elderly or the Disabled|
|1040 (Schedule EIC)||Earned Income Tax Credit|
|1040 (Schedule 8812)||Child Tax Credit|
|1040 (Schedule F)||Profit or Loss From Farming|
|1040 (Schedule D)||Capital Gains and Losses|
|1040 (Schedule H)||Household Employment Taxes|
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 1040 (Schedule B) from the Internal Revenue Service in January 2020.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Federal 1040 (Schedule B)
We have a total of nine past-year versions of 1040 (Schedule B) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2019 Schedule B (Form 1040 or 1040-SR)
2018 Schedule B (Form 1040)
2017 Form 1040A or 1040 (Schedule B)
2016 Form 1040A or 1040 (Schedule B)
2015 Form 1040A or 1040 (Schedule B)
2014 Form 1040A or 1040 (Schedule B)
2013 Form 1040A or 1040 (Schedule B)
2012 Form 1040A or 1040 (Schedule B)
2011 Form 1040A or 1040 (Schedule B)
While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.