Header text: Federal Tax Form 1040 Schedule B - Interest and Dividends (e.g. Kentucky Tax Form 740 - Individual Income Tax Return (Full-Year Residents Only) )

Schedule B (Form 1040) can be filed if any of the following applies:

  • You had over $1,500 of taxable interest
  • Any of the Special Rules listed in the instructions for line 1 apply to you
  • You are claiming the exclusion of interest from series EE or I U.S. savings bonds issued after 1989
  • You had over $1,500 of ordinary dividends
  • You received ordinary dividends as a nominee
  • You had a foreign account or you received a distribution from, or were a grantor of, or transferor to, a foreign trust. Part III of the schedule has questions about foreign accounts and trusts


Form name Instructions Form
2007 Federal Tax Form 1040 Schedule B - Interest and Dividends
2006 Federal Tax Form 1040 Schedule B - Interest and Dividends -
2005 Federal Tax Form 1040 Schedule B - Interest and Dividends -

 

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