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United States · IRS

Schedule B (Form 1040) — Interest and Ordinary Dividends

Schedule B reports taxable interest and ordinary dividends when they exceed $1,500, and declares foreign accounts and trusts.

Fill Schedule B (1040) now — free to try

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Who needs Schedule B (1040)?

Taxpayers with more than $1,500 of interest or dividends, or with foreign financial accounts to declare in Part III.

How to fill it with DocsArc

  1. Open Schedule B (1040) in the DocsArc workspace with one click above.
  2. Click any field and type — form fields are detected automatically, and you can add text anywhere.
  3. Sign it if needed: draw, type or upload your signature, with an automatic date line.
  4. Save or print. The finished PDF never left your computer.

Frequently asked questions

Do I need Schedule B for small amounts?

Under $1,500 of interest and dividends usually goes straight on Form 1040 — but Part III (foreign accounts) can still require the schedule.

Always verify you have the current version: official IRS page

This U.S. federal form is in the public domain. DocsArc is an independent tool and is not affiliated with IRS.