Schedule B

E793277

Schedule B is a U.S. federal income tax form used to report interest and ordinary dividend income, and in some cases foreign accounts and trusts, as an attachment to Form 1040.

All labels observed (2)

Label Occurrences
Schedule B canonical 2
Instructions for Schedule B (Form 1040) 1

How this entity was disambiguated

Statements (48)

Predicate Object
instanceOf Internal Revenue Service form
U.S. federal income tax form
administeredBy Internal Revenue Service
appliesTo U.S. citizens
U.S. residents
individual taxpayers
attachedTo individual income tax return package
category U.S. tax reporting for individuals
country United States
documentType schedule
filingFrequency annual
filingMethod e-file
mail
format electronic form
paper form
governsTaxYear calendar year
hasInstructionDocument Instructions for Schedule B (Form 1040)
linked to: Schedule B
language English
legalBasis Internal Revenue Code
Part I usedFor reporting interest income
Part II usedFor reporting ordinary dividends
Part III usedFor answering questions about foreign accounts and trusts
partOf U.S. individual income tax return
linked to: Form 1040
publisher U.S. Department of the Treasury
relatedTo FBAR (FinCEN Form 114)
Form 1040
Form 1040-SR
Form 8938
linked to: FATCA Form 8938
requiresDisclosureOf foreign bank accounts
foreign financial accounts
foreign trusts
requiresSignature no
requiresTaxpayerInformation Social Security number
amount of interest received
amount of ordinary dividends received
dividend payers
interest payers
name
section Part I
Part II
Part III
shortName Schedule B
thresholdCondition required when interest or ordinary dividends exceed a specified dollar amount
usedAsAttachmentTo Form 1040
usedFor reporting foreign accounts
reporting foreign trusts
reporting interest income
reporting ordinary dividend income

How these facts were elicited

Referenced by (3)

Full triples — surface form annotated when it differs from this entity's canonical label.

Form 1040 hasAttachment Schedule B
Schedule B (Form 1040) hasInstructionDocument Instructions for Schedule B (Form 1040)
subject linked to: Schedule B
linked to: Schedule B
Schedule B (Form 1040) shortName Schedule B
subject linked to: Schedule B