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