Schedule B is only necessary if you receive more than $1,500 of taxable interest or dividends during the tax year. This form is also filed with your federal income tax return. WithTurboTax Live Full Service, a
To request the extension, you must fileForm 2350, “Application for Extension of Time to File U.S. Income Tax Return.”You must request it before the due date of your return. If your tax home and your abode are outside the U.S. and Puerto Rico on the regular due date of your retu...
the dividends generally do not have any foreign tax withholding. However, this doesn’t apply to shares in Canadian REITs. The US and Canada amended their tax treaty back in 2009 so as to allow US investors to avoid