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Per IRS Instructions for Schedule B Interest and Ordinary Dividends, page 1; Schedule B (Form 1040) will print with your return only for the any of the following reasons:

  • You had over $1,500 of taxable interest or ordinary dividends.
  • You received interest from a seller-financed mortgage and the buyer used the property as a personal residence.
  • You have accrued interest from a bond.
  • You are reporting original issue discount (OID) of less than the amount shown on Form 1099-OID.
  • You are reporting interest income of less than the amount shown on a Form 1099 due to amortizable bond premium.
  • You are claiming the exclusion of interest from series EE or I U.S. savings bonds issued after 1989.
  • You received interest or ordinary dividends as a nominee.
  • You had a financial interest in, or signature authority over, a financial account in a foreign country or you received a distribution from, or were a grantor of, or transferor to, a foreign trust.

Part III of the schedule has questions about foreign accounts and trusts.

To force Schedule B to print, go to our Printing Your Return and Individual Forms FAQ.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.

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