a$.$Assuming the Colonels file a joint tax return, complete Schedule B of Form $1040($Appendix F$)$ for them for the $2024$ tax year.

If an amount box does not require an entry, enter $"0".$

SCHEDULE B

$($Form $1040)$

Department of the Treasury Internal Revenue ServiceInterest and Ordinary Dividends

Attach to Form $1040$ or $1040-$SR$.$

Go to www$.$irs.gov$/$ScheduleB for instructions and the latest information.OMB No$.1545-0074$

$2024$

Attachment

Sequence No$.08$

Name$($s$)$ shown on return

Sally and Charles ColonelYour social security number

$313-13-1313$

Part I

Interest

$($See instructions and the instructions for Form $1040,$ line $2$b$.)$

Note: If you received a Form $1099-$INT, Form $1099-$OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form$\mathrm{.}1$List name of payer. If any interest is from a seller$-$financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address:Amount

Friar Tuck InvestmentsPorcine BankBuller CorporationFriar Tuck Investments

fill in the blank $212$Add the amounts on line $1.......................................\mathrm{.}2$fill in the blank $33$Excludable interest on series EE and I U$.$S$.$ savings bonds issued after $1989.$ Attach Form $8815...................................................$

$34$Subtract line $3$ from line $2.$ Enter the result here and on Form $1040$ or $1040-$SR$,$ line $2$b$4$fill in the blank $4$Note: If line $4$ is over $$1,500,$ you must complete Part III.AmountPart II

Ordinary

Dividends

$($See instructions and the instructions for Form $1040,$ line $3$b$.)$

Note: If you received a Form $1099-$DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form$\mathrm{.}5$List name of payer: $\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_$

Lakes Region BankFriar Tuck InvestmentsFriar Tuck US GovtFriar Tuck Investments

fill in the blank $6$

Gene CorporationKentucky East Corp.River BankKentucky East Corp.

fill in the blank $856$Add the amounts on line $5.$ Enter the total here and on Form $1040$ or $1040-$SR$,$ line $3$b$6$fill in the blank $9$Note: If line $6$ is over $$1,500,$ you must complete Part III.

Part III

Foreign

Accounts

and Trusts

Caution: If required, failure to file FinCEN Form $114$ may result in substantial penalties. Additionally, you may be required to file Form $8938,$ Statement of Specified Foreign Financial Assets. See instructions.You must complete this part if you $($a$)$ had over $$1,500$ of taxable interest or ordinary dividends; $($b$)$ had a foreign account; or $($c$)$ received a distribution from, or were a grantor of$,$ or a transferor to$,$ a foreign trust.YesNo$7$aAt any time during $2024,$ did you have a financial interest in or signature authority over a financial account $($such as a bank account, securities account, or brokerage account$)$ located in a foreign country? See instructions $...................................................$XIf "Yes," are you required to file FinCEN Form $114,$ Report of Foreign Bank and Financial Accounts $($FBAR$),$ to report that financial interest or signature authority? See FinCEN Form $114$ and its instructions for filing requirements and exceptions to those requirements $..................$bIf you are required to file FinCEN Form $114,$ list the name$($s$)$ of the foreign country$(-$ies$)$ where the financial account$($s$)$ is $($are$)$ located: $\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_8$During $2024,$ did you receive a distribution from, or were you the grantor of$,$ or transferor to$,$ a foreign trust? If "Yes," you may have to file Form $3520.$ See instructions $..................$X

For Paperwork Reduction Act Notice, see your tax return instructions.Cat. No$.17146$NSchedule B $($Form $1040)2024$

b$.$What amounts are reported on Lines $2$a and $2$b of Form $1040?$

Line $2$a: $fill in the blank $10$

Line $2$b: $fill in the blank $11$

c$.$What amounts are reported on Lines $3$a and $3$b of Form $1040?$

Line $3$a: $fill in the blank $12$

Line $3$b: $fill in the blank $13$

d$.$Are any other amounts reportable on the Colonel's federal income tax return?

The capital gain dividend of $fill in the blank $14$ reported in box $2$a of the Form $1099-$DIV will be reported on either Line $7$ of Form $1040$ or Schedule D$.$