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8949.","https://schema.org",{"og:url":32,"og:type":73,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":75,"canonical":32},"index,follow",{"doc_id":77,"site_id":7},301431,1789782355,{"code":4,"msg":80,"data":81},"success",[82,87,92,96,101,106,111,116,121],{"id":83,"doc_module":22,"doc_module_name":25,"category_name":84,"show_sort_weight":85,"slug":86},11,"Presentations",90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":94,"slug":95},14,70,"invoices",{"id":97,"doc_module":22,"doc_module_name":25,"category_name":98,"show_sort_weight":99,"slug":100},15,"Posters",60,"posters",{"id":102,"doc_module":22,"doc_module_name":25,"category_name":103,"show_sort_weight":104,"slug":105},16,"Social 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information.  \u003Cbr>▶Attach to Form 1040 or 1040-SR.   |  | OMB No.1545-0074   |\n| --- | --- | --- | --- |\n|  |  |  | Attachment  \u003Cbr>Sequence No.08   |\n| Name(s)shown on return   |  | Your social security number   |  |\n|  |  |  |  |\n| Part I  \u003Cbr>List name of payer.If any interest is from a seller-financed mortgage and the  \u003Cbr>1  \u003Cbr>buyer used the property as a personal residence,see the instructions and list this  \u003Cbr>Interest  \u003Cbr>interest first.Also,show that buyer's social security number and address▶  \u003Cbr>(See instructions  \u003Cbr>and the  \u003Cbr>instructions for  \u003Cbr>Forms 1040 and  \u003Cbr>1040-SR,line 2b.)  \u003Cbr>Note:If you  \u003Cbr>received a Form  \u003Cbr>1099-INT,Form  \u003Cbr>1099-OIDor  \u003Cbr>substitute  \u003Cbr>statement from  \u003Cbr>a brokerage firm,  \u003Cbr>list the firm's  \u003Cbr>name as the  \u003Cbr>payer and enter  \u003Cbr>the total interest  \u003Cbr>shown on that  \u003Cbr>form.  \u003Cbr>-------------------------------------  \u003Cbr>2 Add the amounts on line 1..··········  \u003Cbr>3 Excludable interest on series EE and I U.S.savings bonds issued after 1989.  \u003Cbr>△ttach Eorm 8815                                             ...    ......  \u003Cbr>4 Subtract line 3 from line 2.Enter the resut here and on Form 1040 or 1040-SR,  \u003Cbr>line 2b  ..............   |  | 1   | Amount   |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  | 2   |  |\n|  |  | 3   |  |\n|  |  |  |  |\n|  |  | 4   |  |\n|  |  |  |  |\n\n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n| --------_------__--------------__-_------   |\n| ------------------------------------   |\n|  |\n| -------------------------------   |\n|  |\n\n\n| PAYER'S name,street address,city or town,state or province,country,ZIP  \u003Cbr>or foreign postal code,and telephone no.   |  |  | Payer's RTN(optional)   | OMB No.1545-0112  \u003Cbr>Form 1099-INT   |  | Interest  \u003Cbr>Income   |\n| --- | --- | --- | --- | --- | --- | --- |\n|  |  |  | 1 Interest income  \u003Cbr>$   |  |  |  |\n|  |  |  | 2 Early withdrawal penalty   |  |  | Copy 1  \u003Cbr>For State Tax  \u003Cbr>Department   |\n| PAYER'S TIN   | RECIPIENT'S TIN   |  | $   |  |  |  |\n|  |  |  | 3 Interest on U.S.Savings Bonds and Treas.obligations  \u003Cbr>$   |  |  |  |\n| RECIPIENT'S name  \u003Cbr>Street address (including apt.no.)   |  |  | 4Federal income tax withheld  \u003Cbr>$   | 5 Investment expenses  \u003Cbr>$   |  |  |\n|  |  |  | 6 Foreign tax paid  \u003Cbr>$   | 7 Foreign country or U.S.possession   |  |  |\n| City or town,state or province,country,and ZIPor foreign postal code   |  |  | 8 Tax-exempt interest   | 9 Specified private activity bond  \u003Cbr>interest   |  |  |\n|  |  |  | $   | $   |  |  |\n|  |  |  | 10 Market discount   | 11 Bond premium   |  |  |\n|  |  | FATCA filing  \u003Cbr>requirementf   | $   | $   |  |  |\n|  |  |  | 12 Bond premium on Treasury obligations  \u003Cbr>$   | 13 Bond premium on tax-exempt bond  \u003Cbr>$   |  |  |\n| Account number(see instructions)   |  |  | 14 Tax-exempt and tax credit  \u003Cbr>bond CUSIP no.   | 15 State    | 16 State identification no.   | 17 State tax withheld   |\n|  |  |  |  |  |  | $   |\n|  |  |  |  |  |  | $   |\n\nForm 1099-INT  \nwww.irs.gov/Form1099INT  \nDepartment of the Treasury-Internal Revenue Service  \n\n| SCHEDULE D  \u003Cbr>(Form 1040 or 1040-SR)  \u003Cbr>Department of the Treasury  \u003Cbr>nternal Revenue Service (99)   | Capital Gains and Losses  \u003Cbr>▶Attach to Form 1040,1040-SR,or 1040-NR.  \u003Cbr>▶Go to www.irs.gov/ScheduleD for instructions and the latest information.  \u003Cbr>▶Use Form 8949 to list your transactions forlines 1b,2,3,8b,9,and 10.   |  | OMB No.1545-0074   |\n| --- | --- | --- | --- |\n|  |  |  | Attachment  \u003Cbr>Sequence No.12   |\n| Name(s)shown on return   |  | Your social security number   |  |\n|  |  |  |  |\n\nDid yo","cbCaijKNAa83Dt4Z","https://ap.wps.com/l/cbCaijKNAa83Dt4Z","pdf",459544,"English","# Schedule B (Form 1040 or 1040-SR)\n## Interest and Ordinary Dividends\n## Part I - List name of payer\n## Line items (1-4 and related calculations)\n# Form 1099-INT\n## Interest Income (itemized boxes)\n# Schedule D (Form 1040 or 1040-SR)\n## Capital Gains and Losses\n## Part I - Short-Term Capital Gains and Losses - Generally","[{\"question\":\"What form is Schedule B attached to, and what is its purpose?\",\"answer\":\"Schedule B (Form 1040 or 1040-SR) is attached to Form 1040 or 1040-SR and is used to report interest and ordinary dividends with required payer details.\"},{\"question\":\"What information must be listed in Part I of Schedule B?\",\"answer\":\"Part I requires listing the payer’s name and related identification details. If interest is from certain mortgage arrangements, additional buyer information may be required per the instructions.\"},{\"question\":\"Which Schedule D lines relate to short-term transactions and how are totals handled?\",\"answer\":\"Schedule D Part I includes totals for short-term transactions generally reported on Form 8949, with options to leave certain totals blank if you report transactions directly on Form 8949.\"}]","Schedule B (Form 1040 or 1040-SR) - Interest and Ordinary Dividends | PDF"]