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Alex Demo

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Part I — Interest payers (1099-INT)

Rows sum to $1,750.00 but the form subtotal is $6,400.00. Reconcile before submitting.

Payer	Source document	Box 1 amount
Charles Schwab Brokerage	doc_1099int_schwab	$1,100.00
Vanguard Money Market	doc_1099int_vanguard	$475.00
Frost Bank Savings	doc_1099int_credit_union	$175.00
Subtotal — flows to Sch B line 1		$6,400.00

Part II — Ordinary dividend payers (1099-DIV)

Rows sum to $640.00 but the form subtotal is $5,200.00. Reconcile before submitting.

Payer	Source document	Box 1a amount
Vanguard VTSAX	doc_1099div_vanguard	$510.00
Fidelity FZROX	doc_1099div_fidelity	$130.00
Subtotal — flows to Sch B line 5		$5,200.00

Form

Department of the Treasury — Internal Revenue Service

Interest and Ordinary Dividends

Attach to Form 1040 or 1040-SR.

2024

OMB No. 1545-0074
IRS Use Only — Do not write or staple in this space.

Filing StatusSingleMarried filing jointlyMarried filing separatelyHead of householdQualifying surviving spouse

Your first name and middle initial

—

Last name

—

Your social security number

•••-••-••••

If joint return, spouse's first name and middle initial

—

Last name

—

Spouse's social security number

•••-••-••••

Home address (number and street)

—

Apt. no.

—

City / State / ZIP

—

Part I — Interest (Lines 1–4)3 of 4 populated

AttachForm(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld.

Line 1 — Interest received per payer (sum of 1099-INT box 1)

6,400

98%

Line 2 — Total interest (subtotal)

6,400

99%

Line 3 — Excludable interest (Series EE / I bonds)

—

Line 4 — Interest reportable on 1040 line 2b

6,400

99%

Part II — Ordinary dividends (Lines 5–6)2 of 2 populated

Line 5 — Ordinary dividends (sum of 1099-DIV box 1a)

5,200

98%

Line 6 — Total ordinary dividends to 1040 line 3b

5,200

99%

Part III — Foreign accounts & trusts (Lines 7a, 8)0 of 2 populated

Line 7a — Foreign financial account (FBAR trigger)

—

Line 8 — Foreign trust grantor / transferor (3520 trigger)

—

Sign Here — Your signature

Date: ___ · Your occupation: ___

Spouse's signature (if joint return, BOTH must sign)

Date: ___ · Spouse's occupation: ___

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.Cat. No. 17146N · Schedule B (Form 1040) (2024)

5 of 5 lines populated

Citations:IRS Schedule B (Form 1040) instructions (TY2025)IRS Pub 17 (TY2025) Ch. 6, 7

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Last recompute · 21:16 UTC