Schedule B (Form 1040A or 1040) 2009, Schedule B--Interest and Ordinary Dividends

• Part I: Interest

• 1. List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see instructions on back and list this interest first. Also, show that buyer's social security number and address field contains
  • First S&L of Juneville 1,900
  • Mayflower Bank of Juneville 400
  • Series E.E. U.S. Savings Bonds--Interest includible Before Decedent's Death 840
• • 2. Add the amounts on line 1 field contains 3,140
  • 3. Excludable interest on series E.E. and I U.S. savings bonds issued after 1989. Attach Form 8815 field contains 0
  • 4. Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form 1040, line 8a field contains 3,140

  • Part III: Foreign Accounts and Trusts

  • 7a. At any time during 2009, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See instructions on back for exceptions and filing requirements for Form T.D. F 90-22.1--No checkbox checked
  • 8. During 2009, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? If Yes, you may have to file Form 3520. See instructions on back--No checkbox checked

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