Schedule B FAQs (1040)

Alerts and notices

The following contains answers to common questions about Schedule B.

How do I enter taxable interest and dividend income?

How do I enter tax-exempt interest and/or dividend income?

Are all dividends entered in the Ordinary Dividends column in the Dividend Income statement dialog considered qualified dividends?

Is there a supporting schedule in UltraTax/1040 for tax exempt interest reported on Forms 1040, line 2a?

How do I identify series EE or I U.S. savings bond interest?

When does Schedule B automatically print?

How do I enter foreign taxes paid on interest and dividends?

How do I enter a cash or non-cash liquidating distribution reported on Form 1099-DIV, box 8 or box 9?

How do I enter a nondividend distribution reported on Form 1099-DIV, box 3?

Share This