Schedule B overview (1040)

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For Form 1040, use Schedule B to report interest and ordinary dividend income. For complete filing requirements and instructions from the IRS, see About Schedule B.

Data entry

Data entry for Schedule B is located in the Income input folder, on the B&D screen and the Broker screen. For instructions on entering data to report on Schedule B, use the links below.

Interest

Accrued interest

Foreign interest

Municipal and tax-exempt interest

Nominee distribution amounts

Private activity bond interest income

Seller-financed mortgage interest

Series EE or I bond interest

Taxable interest

Dividends

Foreign dividends

Municipal and other tax-exempt dividends

Nominee distribution amounts

Private activity bond interest income

Taxable dividends

State returns

Entering interest and dividend income for a multi-state return

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