Form preview

Get the free Quarterly Schedule B - tax ny

Get Form
This form is used to report transactions for the Consumer's Utility and Fuel Tax for the specified period, and it should be attached to Form ST-810. It includes sections on various utility services
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign quarterly schedule b

Edit
Edit your quarterly schedule b form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your quarterly schedule b form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing quarterly schedule b online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps down below to benefit from the PDF editor's expertise:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit quarterly schedule b. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
With pdfFiller, dealing with documents is always straightforward. Try it right now!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out quarterly schedule b

Illustration

How to fill out Quarterly Schedule B

01
Gather necessary information for the quarter, including income and expenses.
02
Begin with the basic details such as your name, address, and tax identification number.
03
Fill out the income section detailing all sources of income received during the quarter.
04
Document any applicable deductions or credits in their respective sections.
05
Review the data entered for accuracy and completeness.
06
Sign and date the form before submission.

Who needs Quarterly Schedule B?

01
Individuals and businesses that are required to report their income and expenses on a quarterly basis.
02
Taxpayers who have self-employment income or receive 1099 forms.
03
Those who have elected to make estimated tax payments.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
22 Votes

People Also Ask about

Form 941 Schedule B is used by semiweekly schedule depositors who report more than $50,000 in payroll taxes. Businesses that incur more than $100,000 in obligations on a single day of the tax year must also file this 941 Schedule B.
If you receive a Form 1099-B and do not report the transaction on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on this transaction and any other unreported income.
The IRS Form 941 Schedule B is a tax form for the reporting of tax liability for semi-weekly pay schedules. The employer is required to withhold federal income tax and payroll taxes from the employee's paychecks. The 941 form reports the total amount of tax withheld during each quarter.
The penalty is 5% of your unpaid tax liability for each month your return is late, up to 25% of your total unpaid taxes. In addition to this penalty, the IRS typically adds on interest based on how long your tax debt is outstanding.
If you earn $1,500 or less in total interest and dividend income during the year, you still have to pay tax on those amounts even though you don't file a Schedule B. Enter the total amount of dividend and interest payments from your 1099s directly on the appropriate line of your personal income tax return.
You do not need to include Form 1095-B with your federal or state tax return. But, the IRS and the California State Franchise Tax Board suggest that you save it with your tax records.
How to complete 1040 Schedule B (step-by-step) Collect Financial Documents: Gather all relevant Forms 1099-INT and 1099-DIV. Identify Income Sources: List each payer's name and the corresponding amount received. Summarize Your Income: Tally up the total interest and dividend income.
Schedule B is an IRS tax form you're required to submit with your tax return if you earned more than $1,500 of ordinary dividends or taxable interest during the year.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Quarterly Schedule B is a form used by certain taxpayers to report specific information related to interest, dividends, and other income sources on a quarterly basis.
Taxpayers who have significant amounts of interest or dividend income, particularly those who expect to owe more than a certain amount in taxes, are generally required to file Quarterly Schedule B.
To fill out Quarterly Schedule B, taxpayers need to provide details about their interest and dividend income, including the sources and amounts received during the reporting period, in accordance with the provided guidelines.
The purpose of Quarterly Schedule B is to ensure that taxpayers accurately report their interest and dividend income on a timely basis, helping to determine their tax liability and avoid underpayment penalties.
The information that must be reported on Quarterly Schedule B includes the total amounts of interest and dividend income received, along with the names of the institutions or entities from which these incomes were generated.
Fill out your quarterly schedule b online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.