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Special Situations

If any of the following items apply to you, you'll have to complete Schedule B of Form 1040 or Form 1040A, even if you received $1,500 or less in total interest and dividends:

Also, if you had a foreign investment account, or you were a beneficiary, grantor, or transferor to a foreign trust, you must complete Part III of Schedule B regardless of the amount of total interest and dividend income.


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