Connect With Us
All taxpayers filing Form 1040A or 1040 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 1040A or 1040 tax return.
Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends
Instructions for Schedule B may be found in the Form 1040 Instructions
The files are in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.
Adobe Acrobat Reader is available, without charge, at the Adobe website.
After you finish your federal tax return, your information will accurately and automatically transfer into your state return. Just answer a few state specific questions, and you're done.
CompleteTax State is only $34.95 and includes: