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IRS FORM 1040 SCHEDULE B FOR FORM 1040 OR 1040A

PART 1 IS ABOUT INTEREST

If you receive a 1099-INT or a 1099-OID or substitute form from a brokerage firm, list the firm's name as the payer and enter the total interest shown on the form.

PART 2: ORDINARY DIVIDENDS

If you received a form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form.

PART 3 FOREIGN TRUSTS AND ACCOUNTS

This addresses your involvement in a bank account, securities account or financial account in a foreign country.

Download the Form 1040 Schedule B with instructions included here.

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