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Schedule B Interest, Dividends and Certain Capital Gains and 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin with Part 1. Enter your total interest income from U.S. Form 1040, lines 2a and 2b in line 1.
- For line 2, input your total ordinary dividends from U.S. Schedule B, Part II, line 6 or U.S. 1040, line 3b if Schedule B is not filed.
- If you have other interest and dividends not included above, provide details in line 3.
- Add lines 1, 2, and 3 for the total interest and dividends on line 4.
- Proceed to Part 2 if applicable. If you do not have short-term capital gains or losses, skip this section.
- Complete the necessary fields in Part 2 regarding short-term capital gains/losses and long-term gains on collectibles as instructed.
- Finally, review all entries for accuracy before saving or exporting your completed form using our platform's features.
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Related links
May 22, 2026 Use Schedule B (Form 1040) if any of the following applies: You had over $1,500 of taxable interest or ordinary dividends.Read more
Jan 23, 2018 It includes taxable interest, dividends, capital gains (includ- ing capital gain distributions), the taxable part of social se- curity andRead more
Dec 31, 2025 Do not include capital gain distribu- tions as dividend income on Form 1040 or Schedule B. Schedule BInterest and Ordinary Dividends Part I