Get Rev 1500 Schedule B

Filling out the Rev 1500 Schedule B is an essential step in reporting stocks and bonds associated with an estate. This guide will help you navigate through each section of the form with clarity and ease.

Follow the steps to complete the Rev 1500 Schedule B effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Identify the estate for which you are filing by entering the 'Estate of' in the provided field. This should include the name of the decedent.
3. Fill in the 'File Number' associated with the estate in the designated area.
4. In the 'Item Number' column, sequentially list each stock and bond that is part of the estate. Begin with '1' for the first item and continue numbering as required.
5. Describe each stock or bond in the 'Description' column. Be specific to ensure accurate reporting.
6. Input the 'Value at Date of Death' for each item in the respective field. This should reflect the fair market value of the assets as of the date of death.
7. Calculate the total value of stocks and bonds listed and enter this amount in the 'Total' field. Reference this total in Line 2 of the Recapitulation.
8. If you need additional space for more items, insert additional sheets of the same size to continue listing them.
9. Once all information is complete and accurate, review your entries before proceeding.
10. You can now save your changes, download the completed form, print it, or share it as needed.

Take action now and complete your Rev 1500 Schedule B online for efficient document management.