IRS Form B (Schedule B) – Fillable PDF

What Is IRS Form B (Schedule B)?

Form B, officially known as IRS Schedule B – Interest and Ordinary Dividends, is a supplemental sheet to the 1040 tax return. It reports taxable interest, ordinary dividends, and foreign accounts. Taxpayers who earned more than $1,500 in interest or dividends, or who have foreign financial assets, must complete this form.

How to Fill the Form Online with Formize

Instead of downloading the PDF and opening it in a desktop editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load in your browser, letting you complete every field instantly.

• Click **Fill out this form**.
• Wait a few seconds for the Formize PDF Filler to load.
• Enter your information directly into the fillable fields.
• Use the built‑in validation to avoid common entry errors.
• When finished, download the completed PDF or save it to your cloud storage.

Common Mistakes to Avoid

• Leaving the foreign account question blank. Even a "No" answer must be entered.
• Mismatching totals. The sum of interest and dividends must match the amount shown on line 2b of Form 1040.
• Incorrect tax year. Ensure the form reflects the current tax year (2024).
• Using the wrong format for Social Security numbers. Use the nine‑digit format (XXX‑XX‑XXXX).

Where to Submit the Completed Form

Attach the finished Schedule B to your Form 1040 when filing your federal income tax return. If you e‑file, upload the PDF with your other tax documents. Paper filers should staple Schedule B to the back of Form 1040.

Download the Original PDF (Optional)

If you prefer a hard copy, you can still download the official IRS PDF from the link below. The file is the same version that Formize uses for its online filler.

Download IRS Schedule B (Form B) PDF