Schedule B (Form Ia 1040) - Interest And Dividend Income - 2014
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1Iowa Department of Revenue
2014 IA 1040 Schedule B
Interest and Dividend Income
Name(s) as shown on page 1 of the IA 1040
Social Security Number
NOTE: You must report all taxable interest and dividends on IA 1040, even if you are not required to complete Schedule B.
Part I: Interest Income
You must complete Part I if you received more than $1,500 in interest in 2014. Interest income which should be reported includes earnings
from savings and loan associations, mutual savings banks, cooperative banks, credit unions, and bank deposits; state and municipal
bonds (see instructions for IA 1040, line 2, Taxable Interest Income), and interest from tax refunds. Report both exempt and taxable
interest.
Total Taxable Interest:
Filing status 1, 2, 5, or 6 – report total taxable interest on line 2, column A on the IA 1040; none should be reported in
column B.
Filing status 3 – the taxpayer will enter on line 2, column A on the IA 1040, the total taxable interest from accounts owned by
the taxpayer, plus 50% of any amount from a joint account. The spouse will enter in column B on the IA 1040, the total taxable
interest from accounts owned by the spouse, plus 50% of any amount from a joint account.
Filing status 4 – the amount entered on line 2, column A on the IA 1040 will be the total taxable interest from accounts owned by
the taxpayer, plus 50% of any amount from a joint account; nothing is reported in column B.
Account Ownership: For each payer, indicate the type of account ownership. If the interest was earned by you, check “Taxpayer.”
For interest earned by your spouse, check “Spouse.” If the interest was earned jointly, check “Joint.” Check only one for each payer.
Account Ownership
Total Interest
Interest
Name of Payer
Check one for each payer
List names of all payer. If additional lines are needed, include
(must equal the
Exempt from
Taxable
total of Exempt &
additional page.
Iowa Tax
Interest
Taxpayer
Spouse
Joint
Taxable Interest)
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Totals
$
$
$
Part II: Dividend Income
You must complete Part II if you received more than $1,500 in gross dividends in 2014. Report both exempt and taxable dividends.
Total Taxable Dividend:
Filing status 1, 2, 5, or 6 – report total taxable dividends on line 3, column A on the IA 1040; none should be reported in column
B.
Filing status 3 – the taxpayer will enter on line 3, column A on the IA 1040, the total taxable dividends from accounts owned by
the taxpayer, plus 50% of any amount from a joint account. The spouse will enter in column B on the IA 1040, the total taxable
dividends from accounts owned by the spouse, plus 50% of any amount from a joint account.
Filing status 4 – the amount entered on line 3, column A on the IA 1040 will be the total taxable dividends from accounts owned
by the taxpayer, plus 50% of any amount from a joint account; nothing is reported in column B.
Account Ownership: For each payer, indicate the type of account ownership. If the dividend was earned by you, check “Taxpayer.”
For dividends earned by your spouse, check “Spouse.” If the dividend was earned jointly, check “Joint.” Check only one for each payer.
Dividends
Account Ownership
Total Dividends
Exempt
Check one for each payer
Name of Payer
(must equal the
List names of all payers. If additional lines are needed, include
from Iowa
Taxable
total of Exempt &
additional page.
Tax
Dividends
Taxpayer
Spouse
Joint
Taxable Dividends)
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Totals
$
$
$
Include a copy of this schedule w i t h your return.
41-029 (09/23/14)
*1441004029999*
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