Schedule B (Form 1040), Interest and Ordinary Dividends
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JustFill only fills the Schedule B PDF for you — it does not file or e-file your return; you attach the completed schedule to your Form 1040 and submit it to the IRS yourself.JustFill is not affiliated with Internal Revenue Service (IRS), U.S. Department of the Treasury. This is an independent third-party tool to help you complete Schedule B (Form 1040). Always download the current blank form from the official source and verify your completed copy before signing or submitting. Official Schedule B (Form 1040) from Internal Revenue Service (IRS), U.S. Department of the Treasury
Schedule B (Form 1040), Interest and Ordinary Dividends, is the IRS schedule you attach to Form 1040 to list each payer and amount when your taxable interest or your ordinary dividends are over $1,500. It also reports foreign financial accounts and foreign trusts. JustFill lets you fill the official Schedule B PDF online free, auto-detecting every line so you type or dictate your entries in any browser.
Schedule B (Form 1040), Interest and Ordinary Dividends, is the supporting schedule that attaches to your Form 1040 (or 1040-SR) to itemize the interest and dividend income you report on your return. You generally must attach it when your taxable interest is over $1,500, when your ordinary dividends are over $1,500, or in several specific situations — for example reporting accrued or nominee interest, excluding interest from Series EE or I U.S. savings bonds, or having a financial interest in a foreign account or foreign trust. Part I lists each interest payer (from your Forms 1099-INT and 1099-OID) and totals to line 2b of Form 1040; Part II lists each dividend payer (from Forms 1099-DIV) and carries to line 3b; Part III answers the foreign accounts and trusts questions tied to the FBAR (FinCEN Form 114) and Form 3520. Schedule B is not filed by itself — it travels with your Form 1040. With JustFill you can fill the official Schedule B PDF online free: upload it and the AI detects every payer line and box so you type or dictate your answers in your browser, with no Adobe Acrobat and no install, even on a scanned or non-fillable copy.
What each section of Schedule B (Form 1040) asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.
Enter your name exactly as it appears on Form 1040 and your Social Security number so the schedule matches your return.
List each payer of taxable interest (from Forms 1099-INT and 1099-OID) by name with the amount received, including seller-financed mortgage interest, and note any nominee or accrued interest adjustments.
Add the amounts on line 2, subtract any excludable U.S. savings bond interest from Form 8815 on line 3, and enter the result on line 4, which carries to Form 1040 line 2b.
List each payer of ordinary dividends with the amount, taking the figures from box 1a of your Forms 1099-DIV.
Total the ordinary dividends from line 5 and enter the amount, which carries to Form 1040 line 3b.
Answer Yes or No to whether you had a financial interest in or signature authority over a foreign financial account, and identify the country; a Yes may require filing FinCEN Form 114 (FBAR).
Answer Yes or No to whether you received a distribution from, or were a grantor of or transferor to, a foreign trust, which may require Form 3520.
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Official source: Schedule B (Form 1040) on Internal Revenue Service (IRS), U.S. Department of the Treasury’s website
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