1040 Schedule B (2024) - Interest and Ordinary Dividends

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This document is used to report over $1,500 of taxable interest or ordinary dividends, interest from a seller-financed mortgage when the buyer used the property as a personal residence, and/or accrued interest from a bond.

To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_B_2024 in the form_type parameter.

🚧
SCHEDULE B
The document type A_1040_SCHEDULE_B_2024 supports data capture from the 1040 Schedule B only. The first two pages of the document 1040 are processed as a separate document type.

Field descriptions

The following fields are available on this form type:

JSON Attribute	Data Type	Description
`a_1040_schedule_b_2024-Part01-General:year`	Integer	Year
`a_1040_schedule_b_2024-Part01-General:name(s)ShownOnReturn`	Text	Name(s) Shown On Return
`a_1040_schedule_b_2024-Part01-General:yourSocialSecurityNumber`	Social Security Number	Your Social Security Number
`a_1040_schedule_b_2024-Part02-Interest:line2-AddTheAmountsOnLine1`	Money	Line 2 - Add The Amounts On Line 1
`a_1040_schedule_b_2024-Part02-Interest:line3-ExcludableInterestOnSeriesEeAndIU.S.`	Money	Line 3 - Excludable Interest On Series EE And I U.S.
`a_1040_schedule_b_2024-Part02-Interest:line4-SubtractLine3FromLine2.EnterTheResultHere`	Money	Line 4 - Subtract Line 3 From Line 2. Enter The Result Here
`a_1040_schedule_b_2024-Part03-OrdinaryDividends:line6-AddTheAmountsOnLine5.EnterTheTotalHere`	Money	Line 6 - Add The Amounts On Line 5. Enter The Total Here
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2024DidYouHaveAFinancialInterest-Checkbox:yes`	`CHECKED`, `NOT CHECKED`	Line 7A - At Any Time During 2024 Did You Have A Financial Interest - Checkbox
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2024DidYouHaveAFinancialInterest-Checkbox:no`	`CHECKED`, `NOT CHECKED`	Line 7A - At Any Time During 2024 Did You Have A Financial Interest - Checkbox
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-Checkbox:yes`	`CHECKED`, `NOT CHECKED`	Line 7A - If Yes Are You Required To File FinCEN Form 114 - Checkbox
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-Checkbox:no`	`CHECKED`, `NOT CHECKED`	Line 7A - If Yes Are You Required To File FinCEN Form 114 - Checkbox
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7B-IfYouAreRequiredToFileFincenForm114-ListCountry(-Ies)`	Text	Line 7B - If You Are Required To File FinCEN Form 114 - List Country(-ies)
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line8-During2024DidYouReceiveADistribution-Checkbox:yes`	`CHECKED`, `NOT CHECKED`	Line 8 - During 2024 Did You Receive A Distribution - Checkbox
`a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line8-During2024DidYouReceiveADistribution-Checkbox:no`	`CHECKED`, `NOT CHECKED`	Line 8 - During 2024 Did You Receive A Distribution - Checkbox

Optional itemized line item fields captured

Field data attributed to itemized line items in the Invoice is captured as a Table object.

📘
Form-Driven Output
column_ids associated with the Table object will be a subset of the following list that matches the line item headers as they appear on the specific form.

Column ID	Data Type	Description
`amount`	Money	Amount
`listNameOfPayer`	Text	List name of the payer
`amount`	Money	Amount
`listNameOfPayer`	Text	List name of the payer

Sample document

drive.google.com

1040_SCHEDULE_B_2024.pdf

Sample JSON result

{
  "pk": 57480569,
  "uuid": "428cfe90-d6e2-4b30-bf4c-b1cd205146ba",
  "name": "A_1040_SCHEDULE_B_2024 - API Documentation",
  "created": "2025-01-27T18:44:18Z",
  "created_ts": "2025-01-27T18:44:18Z",
  "verified_pages_count": 1,
  "book_status": "ACTIVE",
  "id": 57480569,
  "forms": [
    {
      "pk": 62496902,
      "uuid": "48a7ba3b-b39e-4522-a07b-298015d7af8e",
      "uploaded_doc_pk": 88333543,
      "form_type": "A_1040_SCHEDULE_B_2024",
      "form_config_pk": 1107101,
      "tables": [
        {
          "pk": 108844,
          "table_type": "a_1040_schedule_b_2024-Part06-Line5-ListNameOfPayer",
          "columns": [
            {
              "column_id": "amount",
              "alias_used": "Amount"
            },
            {
              "column_id": "listNameOfPayer",
              "alias_used": "List Name Of Payer"
            }
          ],
          "rows": [
            {
              "cells": {
                "amount": {
                  "value": "500.00"
                },
                "listNameOfPayer": {
                  "value": "ANY DUMMY LTD."
                }
              },
              "page_doc_pk": 642767919,
              "page_idx": 0
            },
            {
              "cells": {
                "amount": {
                  "value": "500.00"
                },
                "listNameOfPayer": {
                  "value": "ANY SAMPLE LTD."
                }
              },
              "page_doc_pk": 642767919,
              "page_idx": 0
            },
            {
              "cells": {
                "amount": {
                  "value": "600.00"
                },
                "listNameOfPayer": {
                  "value": "ANY FAKE LTD."
                }
              },
              "page_doc_pk": 642767919,
              "page_idx": 0
            }
          ]
        },
        {
          "pk": 108843,
          "table_type": "a_1040_schedule_b_2024-Part05-Line1-ListNameOfPayer",
          "columns": [
            {
              "column_id": "amount",
              "alias_used": "Amount"
            },
            {
              "column_id": "listNameOfPayer",
              "alias_used": "List Name Of Payer"
            }
          ],
          "rows": [
            {
              "cells": {
                "amount": {
                  "value": "8,000.00"
                },
                "listNameOfPayer": {
                  "value": "JOHN FAKE"
                }
              },
              "page_doc_pk": 642767919,
              "page_idx": 0
            },
            {
              "cells": {
                "amount": {
                  "value": "7,000.00"
                },
                "listNameOfPayer": {
                  "value": "JOHN DUMMY"
                }
              },
              "page_doc_pk": 642767919,
              "page_idx": 0
            }
          ]
        }
      ],
      "attribute_data": null,
      "raw_fields": {
        "a_1040_schedule_b_2024-Part01-General:year": {
          "value": "2024",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part01-General:name(s)ShownOnReturn": {
          "value": "JOHN SAMPLE",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part01-General:yourSocialSecurityNumber": {
          "value": "123-45-6789",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part02-Interest:line2-AddTheAmountsOnLine1": {
          "value": "15000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part02-Interest:line3-ExcludableInterestOnSeriesEeAndIU.S.": {
          "value": "5000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part02-Interest:line4-SubtractLine3FromLine2.EnterTheResultHere": {
          "value": "10000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part03-OrdinaryDividends:line6-AddTheAmountsOnLine5.EnterTheTotalHere": {
          "value": "1600.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line8-During2024DidYouReceiveADistribution-Checkbox:no": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line8-During2024DidYouReceiveADistribution-Checkbox:yes": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-Checkbox:no": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-Checkbox:yes": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7B-IfYouAreRequiredToFileFincenForm114-ListCountry(-Ies)": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2024DidYouHaveAFinancialInterest-Checkbox:no": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2024-Part04-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2024DidYouHaveAFinancialInterest-Checkbox:yes": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2024.pdf",
          "confidence": 1.0
        }
      }
    }
  ],
  "book_is_complete": true
}

Updated about 21 hours ago

1040 Schedule B (2024) - Interest and Ordinary Dividends

🚧
SCHEDULE B

Field descriptions

Optional itemized line item fields captured

📘
Form-Driven Output

Sample document

Sample JSON result

🚧SCHEDULE B

Field descriptions

Optional itemized line item fields captured

📘Form-Driven Output

Sample document

Sample JSON result

🚧
SCHEDULE B

📘
Form-Driven Output