Enlarge image | SCHEDULE B OMB No. 1545-0074 (Form 1040) Interest and Ordinary Dividends Department of the Treasury Attach to Form 1040 or 1040-SR. 2023 Attachment Internal Revenue Service Go to www.irs.gov/ScheduleB for instructions and the latest information. Sequence No. 08 Name(s) shown on return Your social security number Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount buyer used the property as a personal residence, see the instructions and list this Interest 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, 1 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. 2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . 2 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 3 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b 4 Note: If line 4 is over $1,500, you must complete Part III. Amount Part II 5 List name of payer: Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) 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 dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b 6 on that form. Note: If line 6 is over $1,500, you must complete Part III. Part III You must complete this part if you ( ) hada over $1,500 of taxable interest or ordinary dividends; ( ) hadba foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Foreign Accounts Yes No and Trusts 7 a At any time during 2023, did you have a financial interest in or signature authority over a financial Caution: If account (such as a bank account, securities account, or brokerage account) located in a foreign required, failure to country? See instructions . . . . . . . . . . . . . . . . . . . . . . . . file FinCEN Form 114 may result in If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial substantial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 penalties. and its instructions for filing requirements and exceptions to those requirements . . . . . . Additionally, you may be required b If you are required to file FinCEN Form 114, list the name(s) of the foreign country(-ies) where the to file Form 8938, financial account(s) is (are) located: Statement of Specified Foreign Financial Assets. 8 During 2023, did you receive a distribution from, or were you the grantor of, or transferor to, a See instructions. 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 |