Small Business Tools & Forms
Free Business Downloads
All taxpayers filing Form 1040 or 1040A with interest and/or dividend income exceeding $400 must file a Schedule B.
Any interest and dividend income should be reported to you by the payer on Forms 1099-INT and 1099-DIV, and this information should be sent to you each January. Each amount listed on each 1099 form must then be recorded on Schedule B of the Form 1040 tax return.
The files are in Adobe Portable Document Format (.pdf), and you will need the free Acrobat Reader to view and print the files.
Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends
Instructions for Schedule B may be found in the Form 1040 Instructions
Toolkit is providing these tools free of charge. Some of these forms contain technical language and create significant legal obligations. Do not use any form without first having an attorney review the form and determine that it is suitable for the purpose for which you intend it.