DianeC958
Expert Alumni

Business & farm

Yes, it is the information on his 1099-Div, Box 5 that is triggering the form 8995.  Since he has information in Box 5 it is correct that his return includes form 8995.

 

If his dividend and interest income was less then $1500 a Schedule B is not required.

 

About Schedule B (Form 1040), Interest and Ordinary Dividends

 

@jashealey

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