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Schedule B Interest, Dividends and Certain Capital Gains and

Schedule B Interest, Dividends and Certain Capital Gains and 2026

Schedule B Interest, Dividends and Certain Capital Gains and Preview on Page 1

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4.6 out of 5

60 votes

The document is a tax form detailing the reporting of interest, dividends, and capital gains/losses for the year 2023. It includes sections for calculating total interest and dividend income, short-term and long-term capital gains/losses, and adjustments to taxable amounts. All reported figures are zero, indicating no income or losses in these categories for the individual.

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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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Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (60 Votes)
2022	4.6 Satisfied (47 Votes)
2021	4.8 Satisfied (78 Votes)
2020	4.3 Satisfied (162 Votes)
2019	3.9 Satisfied (34 Votes)
2018	4.3 Satisfied (182 Votes)