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Old 12-24-2016, 05:57 AM
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Married Filing Jointly Schedule B Tax Form Question

We're Married Filing Jointly, and one of the tax forms we have to file is Schedule B for "Interest and Ordinary Dividends." The interest payment we receive is payable to me, so does that mean only my name should be at the top of the form under "Name(s) shown on return" or should we enter both our names since we're filing jointly? I would have thought the former, but last year, we had a professional tax preparer do our return, and he put both our names on Schedule B under "Name(s) shown on return." Maybe either way is fine?

Would appreciate it if someone can shed some light on this.



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Old 12-24-2016, 03:24 PM
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We're Married Filing Jointly, and one of the tax forms we have to file is Schedule B for "Interest and Ordinary Dividends." The interest payment we receive is payable to me, so does that mean only my name should be at the top of the form under "Name(s) shown on return" or should we enter both our names since we're filing jointly? =====>>yes or you may put in only your name as a taxpayer if you have this option.

I would have thought the former, but last year, we had a professional tax preparer do our return, and he put both our names on Schedule B under "Name(s) shown on return." Maybe either way is fine?==>>Correct



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