Federal Interest and Ordinary Dividends
Extracted from PDF file 2022-federal-1040-schedule-b.pdf, last modified November 2022
Interest and Ordinary DividendsSCHEDULE B Department of the Treasury Internal Revenue Service 2022 Go to www.irs.gov/ScheduleB for instructions and the latest information. Attach to Form 1040 or 1040-SR. Name(s) shown on return Part I Interest OMB No. 1545-0074 Interest and Ordinary Dividends (Form 1040) Attachment Sequence No. 08 Your social security number 1 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 Form 1040, 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. 1 2 3 Part II Ordinary Dividends 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 (See instructions and the Instructions for Form 1040, line 3b.) Caution: If required, failure to file FinCEN Form 114 may result in substantial penalties. Additionally, you may be required to file Form 8938, Statement of Specified Foreign Financial Assets. See instructions. 3 4 Amount 5 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 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b dividends shown on that form. Note: If line 6 is over $1,500, you must complete Part III. Part III Foreign Accounts and Trusts 2 6 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. Yes No 7a At any time during 2022, 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, list the name(s) of the foreign country(-ies) where the financial account(s) are located: 8 During 2022, 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) 2022
2022 Schedule B (Form 1040)
More about the Federal 1040 (Schedule B) Corporate Income Tax TY 2022
We last updated the Interest and Ordinary Dividends in December 2022, so this is the latest version of 1040 (Schedule B), fully updated for tax year 2022. 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 Corporate Income Tax Forms:
|Form Code||Form Name|
|1040 (Schedule A)||Itemized Deductions|
|1040 (Schedule 8812)||Child Tax Credit|
|1040 (Schedule E)||Supplemental Income and Loss|
|1040 (Schedule R)||Credit for the Elderly or the Disabled|
|1040 (Schedule EIC)||Earned Income Tax Credit|
|1040 (Schedule D)||Capital Gains and Losses|
|1040 (Schedule SE)||Self-Employment Tax|
|1040 (Schedule C)||Profit or Loss from Business (Sole Proprietorship)|
|1040 (Schedule F)||Profit or Loss From Farming|
|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 December 2022.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of Federal 1040 (Schedule B)
We have a total of twelve 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:
2022 Schedule B (Form 1040)
2021 Schedule B (Form 1040)
2020 Schedule B (Form 1040)
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.