Ohio Schedule B Stocks and Bonds

• Schedule B – Stocks and Bonds PDF
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• 2023 Schedule B – Stocks and Bonds 2022 Schedule B – Stocks and Bonds 2021 Schedule B – Stocks and Bonds 2020 Schedule B – Stocks and Bonds 2019 Schedule B – Stocks and Bonds 2018 Schedule B – Stocks and Bonds 2017 Schedule B – Stocks and Bonds 2016 Schedule B – Stocks and Bonds 2015 Schedule B – Stocks and Bonds 2014 Schedule B – Stocks and Bonds
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Schedule B Stocks and Bonds
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Estate of:

Schedule B – Stocks and Bonds
(Jointly owned property must be listed on Schedule E)
Furnish number of shares, whether common or preferred
at par value. List the exchange, such as New York Stock
Exchange (N.Y.S.E.), American Stock Exchange (A.S.E.),
and NASDAQ National Market (O.T.C.). Include any accrued

dividends due as separate items. List all bonds including local, state and U.S. government. Include total face amount,
obligor, kind and rate of interest, date of maturity, interest due
dates plus accrued interest to date of death.

Did the decedent, at the time of death, own any interest in an unincorporated business or any
stock in an inactive or closely held corporation? If yes, please provide the valuation method
on an attached sheet. All partnership and sole proprietorship interests should be listed under
Schedule F.
Item
Number

Description

Alternate
Valuation Date

1.

Total from continuation schedule(s)
Total (also enter on Recapitulation of Assets, page 2)

Schedule B

Alternate
Value

Yes

No

Value at Date
of Death



More about the Ohio Schedule B – Stocks and Bonds Estate Tax TY 2023

We last updated the Schedule B Stocks and Bonds in February 2024, so this is the latest version of Schedule B – Stocks and Bonds, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule B – Stocks and Bonds directly from TaxFormFinder. You can print other Ohio tax forms here.

Other Ohio Estate Tax Forms:

TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms.

View all 83 Ohio Income Tax Forms

Form Sources:

Ohio usually releases forms for the current tax year between January and April. We last updated Ohio Schedule B – Stocks and Bonds from the Department of Taxation in February 2024.

Show Sources >

• Original Form PDF is https://tax.ohio.gov/static/forms/estate/2006/et_scheduleb_fi.pdf
• Ohio Income Tax Forms at https://www.tax.ohio.gov/Forms.aspx
• Ohio Department of Taxation at http://tax.ohio.gov/

Historical Past-Year Versions of Ohio Schedule B – Stocks and Bonds

We have a total of ten past-year versions of Schedule B – Stocks and Bonds in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Schedule B – Stocks and Bonds

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2022 Schedule B – Stocks and Bonds

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2021 Schedule B – Stocks and Bonds

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2020 Schedule B – Stocks and Bonds

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2019 Schedule B – Stocks and Bonds

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2018 Schedule B – Stocks and Bonds

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2017 Schedule B – Stocks and Bonds

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2016 Schedule B – Stocks and Bonds

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2015 Schedule B – Stocks and Bonds

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2014 Schedule B – Stocks and Bonds

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