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See instructions. For Paperwork Reduction Act Notice see your tax return instructions. Cat. No. 17146N Schedule B Form 1040A or 1040 2017. SCHEDULE B Department of the Treasury Internal Revenue Service 99 OMB No. 1545-0074 Interest and Ordinary Dividends Form 1040A or 1040 Go Interest Attachment Sequence No. 08 Your social security number Name s shown on return Part I Attach to Form 1040A or 1040. to www*irs*gov/ScheduleB for instructions and the latest information* Amount List name of...
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Comments and Help with schedule b 2017 tax form

Who needs a Schedule B (Form 1040A or 1040)?

Schedule B is an IRS Form that should be filed by taxpayers who receive more than $1,500 in taxable interests or ordinary dividends (or both) during the year.

What is Schedule B for?

Schedule B for Form 1040 or 1040A is called “Interest and Ordinary Dividends”. This form serves as an attachment to the tax return report and is to be filled out only if the taxpayer earned any interests or ordinary dividends (exceeding $1,500) that should be added to their total taxable income. The schedule B form should list all the types of interests and dividends received, as well as their amount.

Is Interest and Ordinary Dividends Form accompanied by other forms?

Schedule B Form itself is to be used as a supporting statement to the IRS 1040 or 1040A Form. There is no use in filing Schedule B without the annual tax return.

When is Schedule B due?

The IRS 1040 Schedule B form should be submitted on the “Tax Day”, which is always on the 15th day of the fourth month, that is - April, 15. However, this year it is 18th April, due to state holiday, that falls on April 15.

How do I fill out Schedule B?

The IRS Form should be completed in the following manner:

  • Clearly indicate the taxpayer and their SSN
  • Enumerate the interests and their amount in Part 1
  • List the ordinary dividends and their amount in Part 2
  • Part 3 is to report foreign accounts and trusts

Where do I send Schedule B?

The completed tax return along with Schedule B Form must be delivered to the local IRS office. The address in your area can be checked in this online PDF document1.
 


1check the link - https://www.irs.gov/pub/irs-pdf/p17.pdf

Video instructions and help with filling out and completing schedule b
Instructions and Help about irs schedule b 2019 form

This video is how to prepare Schedule B of the 941. If you remember from the last video on page two of the 941 (part two) we have to mark whether we are a monthly or semi-weekly depositor. If we are a semi-weekly depositors then we must attach schedule B. And that's what this video is going to demonstrate. For the demonstration I'm using the information given in problem 3-15A on page 3- 48 of your textbook. I have that information in an Excel document so this is the information that was provided by your textbook and then for requirement A we are preparing the schedule B. I need to do some calculations before I could do that form and I've added those calculations down below here. So creating the liability or calculating the liability for each on the payroll is done by looking at the employees' FICA withhholding (the OASDI portion) which comes from here and then the employer's portion which is calculated by taking the taxable wages times the percentage which is the same amount in this case. They do not always come out to be identical, but in this case they do. And then the employees' FICA (the HI portion) which comes from here and the employer's portion (which again is the tax on wages times the percent: 1.45%) and it happens to match the employees withholding for that period in this case. And then the employees federal income tax withholding which came from here. We add that all together and the liability for that date was $6933.50 that took place on January 15th so when the first month on our form on the 15th day we would place that liability. We'll do the same for the next pay which was January 29th and I've already done that and you can see the liability is $6759.70. And that took place on January 29 so I would place that here. In the box to the right here is the son of a liability for that month so we would add these two together. Notice that I keep emphasizing this is the liability. This should also match what the company deposited, but if not we are listing the liability amount (not necessarily the deposit amount) for the next month which is February I've calculated both of those liabilities. Those payrolls took place on February 29th (15th and the 29th) so I have those listed here on the 15th and 29th. And those amounts came from here and here. And the same for March. The two liabilities on the 15th and the 31st and those are placed on the 15th and the 31st. We have the sum in the box for each one of the months so for February its these two added together and for march into these two together. This last box is just the sum of all three months added together. So adding down this column (January plus February plus March is this total $42,803.04 which you'll see I had already added together on the Excel document and that total is the same there. So that is how you do schedule be for the 941. And then this problem had another requirement which is down below here. Part B of this problem- they gave you the pay dates. I went ahead and inserted a...