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🔍 Sch B is not checking off in the forms tree in SureFire (shows as unused)

Use Schedule B for all interest income, even if the amount is $1,500 or less.

⚠️ Before You Begin

If Schedule B does not have to be filed because the $1500 rule or other requirements are not met, SureFire does not print Schedule B with the tax return or include it in the IRS electronic file.

However, SureFire does include the interest and dividend income on the correct lines of the tax return.

✅ Success!

If Schedule B is showing as unused, that can be expected when it is not required to be filed. Your interest and dividend income will still be reported on the correct lines of the tax return.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket