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Interest and Ordinary Dividends
SCHEDULE B(Form 1040)Department of the TreasuryInternal Revenue Service2023Attach to Form 1040 or 1040-SR.Go to www.irs.gov/ScheduleB for instructions and the latest information.AttachmentSequence No. 08Your social security numberName(s) shown on returnPart IInterestOMB No. 1545-0074Interest and Ordinary Dividends1AmountList name of payer. If any interest is from a seller-financed mortgage and thebuyer used the property as a personal residence, see the instructions and list thisinterest first. Also, show that buyer’s social security number and address:(See instructionsand theInstructions forForm 1040,line 2b.)Note: If youreceived aForm 1099-INT,Form 1099-OID,or substitutestatement froma brokerage firm,list the firm’sname as thepayer and enterthe total interestshown on thatform.123Part IIOrdinaryDividendsAdd the amounts on line 1 . . . . . . . . . . . . . . . . . . .Excludable interest on series EE and I U.S. savings bonds issued after 1989.Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . .4Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2bNote: If line 4 is over $1,500, you must complete Part III.List name of payer:5(See instructionsand theInstructions forForm 1040,line 3b.)Caution: Ifrequired, failure tofile FinCEN Form114 may result insubstantialpenalties.Additionally, youmay be requiredto file Form 8938,Statement ofSpecified ForeignFinancial Assets.See instructions.34Amount5Note: If youreceived aForm 1099-DIVor substitutestatement froma brokerage firm,list the firm’sname as thepayer and enterthe ordinary6Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3bdividends shownon that form.Note: If line 6 is over $1,500, you must complete Part III.Part IIIForeignAccountsand Trusts26You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreignaccount; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.Yes No7aAt any time during 2023, did you have a financial interest in or signature authority over a financialaccount (such as a bank account, securities account, or brokerage account) located in a foreigncountry? See instructions . . . . . . . . . . . . . . . . . . . . . . . .If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and FinancialAccounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114and 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 thefinancial account(s) is (are) located:8During 2023, did you receive a distribution from, or were you the grantor of, or transferor to, aforeign trust? If “Yes,” you may have to file Form 3520. See instructions . . . . . . . . .For Paperwork Reduction Act Notice, see your tax return instructions.Cat. No. 17146NSchedule B (Form 1040) 2023
2023 Schedule B (Form 1040)
Extracted from PDF file 2023-federal-1040-schedule-b.pdf, last modified November 2023
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More about the Federal 1040 (Schedule B)Corporate Income TaxTY 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 C) | Profit or Loss from Business (Sole Proprietorship) |
1040 (Schedule 8812) | Child Tax CreditTax Credit |
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 DisabledTax Credit |
1040 (Schedule EIC) | Earned Income Tax CreditTax Credit |
1040 (Schedule H) | Household Employment Taxes |
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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- Original Form PDF is https://www.irs.gov/pub/irs-pdf/f1040sb.pdf
- Federal Income Tax Forms at https://www.irs.gov/forms-instructions-and-publications
- Federal Internal Revenue Service at http://www.irs.gov/
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)
2015 1040 (Schedule B)
2015 Form 1040A or 1040 (Schedule B)
2014 1040 (Schedule B)
2014 Form 1040A or 1040 (Schedule B)
2013 1040 (Schedule B)
2013 Form 1040A or 1040 (Schedule B)
2012 1040 (Schedule B)
2012 Form 1040A or 1040 (Schedule B)
2011 1040 (Schedule B)
2011 Form 1040A or 1040 (Schedule B)
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