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The IRS Form 1040 is the standard federal income tax form used by U.S. individuals to file their annual tax return. It reports wages, salaries, tips, investment income, and other earnings. Our guided template helps you fill out each section accurately, preview your entries in real time, and download the completed form as a professional PDF or Word document.
Schedule B - Interest and Ordinary Dividends
Schedule B reports interest and ordinary dividend income when the total exceeds $1,500 during the tax year. It also includes questions about foreign accounts and foreign trusts.
Form 1099-B: Proceeds From Broker and Barter Exchange Transactions
Form 1099-B reports proceeds from the sale or exchange of securities, commodities, and barter exchange transactions. Brokers use it to report stock sales, mutual fund redemptions, and other investment transactions.