IRS Schedule B (Form 1040SB) – Fillable PDF

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.

What Is Schedule B?

Schedule B helps the Internal Revenue Service (IRS) track taxable interest and ordinary dividend income. The form includes sections for:

• Interest income details
• Ordinary dividend details
• Foreign accounts and trusts disclosure

Accurately completing Schedule B can prevent processing delays and ensure you receive any refunds you’re entitled to.

How to Fill Schedule B Online

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:

1. Click Fill out this form below.
2. Wait a moment while the Formize PDF Filler loads the Schedule B PDF.
3. Enter your interest and dividend information in the highlighted fields.
4. Save your progress, download the completed PDF, or export it directly to your tax software.

The entire process is browser‑based, secure, and requires no additional software.

Common Mistakes to Avoid

• Leaving the foreign account question blank – Even a “No” answer must be entered.
• Mismatching totals – Ensure the sum of lines 1‑4 matches the total shown on line 5.
• Using the wrong tax year PDF – This page always provides the latest version (2023).
• Hand‑writing on the PDF – The Formize filler forces typed entries, keeping the file IRS‑ready.

Where to Submit Your Completed Form

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.

Need Help? Quick Resources

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.

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