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Federal Free Printable 2023 Schedule B (Form 1040) for 2024 Federal Interest and Ordinary Dividends

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Interest and Ordinary Dividends
2023 Schedule B (Form 1040)

SCHEDULE B (Form 1040) Department of the Treasury Internal Revenue Service 2023 Attach to Form 1040 or 1040-SR. Go to www.irs.gov/ScheduleB for instructions and the latest information. Attachment Sequence No. 08 Your social security number Name(s) shown on return Part I Interest OMB No. 1545-0074 Interest and Ordinary Dividends 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 2023, 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) is (are) located: 8 During 2023, 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) 2023
Extracted from PDF file 2023-federal-1040-schedule-b.pdf, last modified November 2023

More about the Federal 1040 (Schedule B) Corporate Income Tax TY 2023

We last updated the Interest and Ordinary Dividends in January 2024, so this is the latest version of 1040 (Schedule B), fully updated for tax year 2023. 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:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal 1040 (Schedule B).

Form Code Form Name
1040 (Schedule A) Itemized Deductions
1040 (Schedule 8812) Child Tax Credit
1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship)
1040 (Schedule E) Supplemental Income and Loss
1040 (Schedule SE) Self-Employment Tax
1040 (Schedule D) Capital Gains and Losses
1040 (Schedule F) Profit or Loss From Farming
1040 (Schedule R) Credit for the Elderly or the Disabled
1040 (Schedule EIC) Earned Income Tax Credit
1040 (Schedule H) Household Employment Taxes

Download all  tax forms View all 775 Federal Income Tax Forms

Form Sources:

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 2024.

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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 thirteen 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:

2023 1040 (Schedule B)

2023 Schedule B (Form 1040)

2022 1040 (Schedule B)

2022 Schedule B (Form 1040)

2021 1040 (Schedule B)

2021 Schedule B (Form 1040)

2020 1040 (Schedule B)

2020 Schedule B (Form 1040)

2019 1040 (Schedule B)

2019 Schedule B (Form 1040 or 1040-SR)

2018 1040 (Schedule B)

2018 Schedule B (Form 1040)

2017 1040 (Schedule B)

2017 Form 1040A or 1040 (Schedule B)

2016 1040 (Schedule B)

2016 Form 1040A or 1040 (Schedule B)

Interest and Ordinary Dividends 2015 1040 (Schedule B)

2015 Form 1040A or 1040 (Schedule B)

Interest and Ordinary Dividends 2014 1040 (Schedule B)

2014 Form 1040A or 1040 (Schedule B)

Interest and Ordinary Dividends 2013 1040 (Schedule B)

2013 Form 1040A or 1040 (Schedule B)

Interest and Ordinary Dividends 2012 1040 (Schedule B)

2012 Form 1040A or 1040 (Schedule B)

Interest and Ordinary Dividends 2011 1040 (Schedule B)

2011 Form 1040A or 1040 (Schedule B)

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