Schedule B
E793277
Schedule B is a U.S. federal income tax form used to report interest and ordinary dividend income, and in some cases foreign accounts and trusts, as an attachment to Form 1040.
Observed surface forms (1)
| Surface form | Occurrences |
|---|---|
| Schedule B (Form 1040) | 0 |
Statements (48)
| Predicate | Object |
|---|---|
| instanceOf |
Internal Revenue Service form
ⓘ
U.S. federal income tax form ⓘ |
| administeredBy | Internal Revenue Service NERFINISHED ⓘ |
| appliesTo |
U.S. citizens
NERFINISHED
ⓘ
U.S. residents ⓘ individual taxpayers ⓘ |
| attachedTo | individual income tax return package ⓘ |
| category | U.S. tax reporting for individuals ⓘ |
| country |
United States of America
ⓘ
surface form:
United States
|
| documentType | schedule ⓘ |
| filingFrequency | annual ⓘ |
| filingMethod |
e-file
ⓘ
mail ⓘ |
| format |
electronic form
ⓘ
paper form ⓘ |
| governsTaxYear | calendar year ⓘ |
| hasInstructionDocument | Instructions for Schedule B (Form 1040) NERFINISHED ⓘ |
| language | English ⓘ |
| legalBasis | Internal Revenue Code NERFINISHED ⓘ |
| Part I usedFor | reporting interest income ⓘ |
| Part II usedFor | reporting ordinary dividends ⓘ |
| Part III usedFor | answering questions about foreign accounts and trusts ⓘ |
| partOf | U.S. individual income tax return NERFINISHED ⓘ |
| publisher | U.S. Department of the Treasury NERFINISHED ⓘ |
| relatedTo |
FBAR (FinCEN Form 114)
NERFINISHED
ⓘ
Form 1040 NERFINISHED ⓘ Form 1040-SR NERFINISHED ⓘ Form 8938 NERFINISHED ⓘ |
| requiresDisclosureOf |
foreign bank accounts
ⓘ
foreign financial accounts ⓘ foreign trusts ⓘ |
| requiresSignature | no ⓘ |
| requiresTaxpayerInformation |
Social Security number
ⓘ
amount of interest received ⓘ amount of ordinary dividends received ⓘ dividend payers ⓘ interest payers ⓘ name ⓘ |
| section |
Part I
ⓘ
Part II ⓘ Part III ⓘ |
| shortName | Schedule B NERFINISHED ⓘ |
| thresholdCondition | required when interest or ordinary dividends exceed a specified dollar amount ⓘ |
| usedAsAttachmentTo | Form 1040 NERFINISHED ⓘ |
| usedFor |
reporting foreign accounts
ⓘ
reporting foreign trusts ⓘ reporting interest income ⓘ reporting ordinary dividend income ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.