Federal housing law
Form 1040 (Schedule B) — Interest and Ordinary Dividends
Federal housing law as enacted — verbatim and citable.
- Edition
- 2026-10-03
- Last updated
- 2026-10-04
- Jurisdiction
- United States
Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f1040sb.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).
| SCHEDULE B (Form 1040) Department of the Treasury Internal Revenue Service |
Interest and Ordinary Dividends Attach to Form 1040 or 1040-SR. Go to www.irs.gov/ |
OMB No. 1545-0074 | |
|---|---|---|---|
| SCHEDULE B (Form 1040) Department of the Treasury Internal Revenue Service |
Interest and Ordinary Dividends Attach to Form 1040 or 1040-SR. Go to_www.irs.gov/ |
Interest and Ordinary Dividends Attach to Form 1040 or 1040-SR. Go to_www.irs.gov/ |
2025 Attachment Sequence No.08 |
| Name(s) shown on return | Name(s) shown on return | Your social security number | Your social security number |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Amount |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**1 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**2 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**3 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**4 ** | |
| Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
Part I Interest (See instructions and the Instructions for Form 1040, line 2b.) **Note:**If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form. **1 ** List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address: **1 ** **2 ** Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . **2 ** **3 ** Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . **3 ** 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b **4 ** Note: If line 4 is over $1,500, you must complete Part III. |
**4 ** | Amount |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**5 ** | |
| Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
Part II Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b.) **Note:**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 **5 ** List name of payer: 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b |
**6 ** |
on that form.
on that form. Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you ( a ) had over $1,500 of taxable interest or ordinary dividends; ( Foreign account; or ( c ) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
You must complete this part if you ( a ) had over $1,500 of taxable interest or ordinary dividends; ( b ) had a foreign account; or ( c ) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040) 2025 Created 4/23/25