Schedule B, officially known as Form 1040SB – Interest and Ordinary Dividends, is an essential attachment to the U.S. Individual Income Tax Return (Form 1040). Whether you receive interest from a bank account, a brokerage, or dividends from stocks, you’ll need to report those amounts on Schedule B.
Schedule B helps the Internal Revenue Service (IRS) track taxable interest and ordinary dividend income. The form includes sections for:
Accurately completing Schedule B can prevent processing delays and ensure you receive any refunds you’re entitled to.
Instead of downloading the PDF, opening a PDF editor, and wrestling with form fields, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load in seconds, presenting a clean, fillable interface:
The entire process is browser‑based, secure, and requires no additional software.
Once you’ve saved the filled‑out Schedule B, attach it to your Form 1040 when filing electronically or include it with your paper return. If you e‑file through a commercial tax preparer, simply upload the PDF when prompted.
For detailed IRS instructions, see the IRS Schedule B Instructions. If you have questions about specific line items, the IRS FAQ is a great place to start.
No. The IRS requires Schedule B only if your total interest and ordinary dividends exceed $1,500, or if you have foreign accounts.
Yes. The PDF downloaded from Formize remains fully fillable, so you can reopen it in any PDF reader and make changes before final submission.
Absolutely. All data is processed locally in your browser; Formize does not store any personal information on its servers.
If you e‑file, you can amend your return using Form 1040X. For paper filings, attach a corrected Schedule B and clearly label it as an amendment.
Yes. If you have a financial interest in or signature authority over a foreign account, you must answer “Yes” on Schedule B, line 7, and may need to file FinCEN Form 114 (FBAR).
No. Formize offers a free, no‑registration filler for standard IRS forms like Schedule B.
IRS Schedule B je jedním z daňových formulářů, které jsou dokumenty používané k nahlášení informací souvisejících s daněmi příslušnému daňovému úřadu. Existují různé typy daňových formulářů, včetně federálních, státních a místních daňových formulářů, které se mohou lišit v závislosti na okolnostech a umístění poplatníka.
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