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1040 Schedule B (2025) - 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_2025 in the form_type parameter.

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SCHEDULE B

The document type A_1040_SCHEDULE_B_2025 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 AttributeData TypeDescription
a_1040_schedule_b_2025-Part01-General:yearIntegerYear
a_1040_schedule_b_2025-Part01-General:namesShownOnReturnTextName(s) Shown On Return
a_1040_schedule_b_2025-Part01-General:yourSocialSecurityNumberSocial Security NumberYour Social Security Number
a_1040_schedule_b_2025-Part02-Interest:line2AddTheAmountsOnLine1MoneyLine 2 - Add The Amounts On Line 1
a_1040_schedule_b_2025-Part02-Interest:line3ExcludableInterestOnSeriesEeAndIUSMoneyLine 3 - Excludable Interest On Series EE And I U.S.
a_1040_schedule_b_2025-Part02-Interest:line4SubtractLine3FromLine2EnterTheResultHereMoneyLine 4 - Subtract Line 3 From Line 2. Enter The Result Here
a_1040_schedule_b_2025-Part03-OrdinaryDividends:line6AddTheAmountsOnLine5EnterTheTotalHereMoneyLine 6 - Add The Amounts On Line 5. Enter The Total Here
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AAtAnyTimeDuring2025DidYouHaveAFinancialInterestCheckbox:yesCHECKED, NOT CHECKEDLine 7A - At Any Time During 2025 Did You Have A Financial Interest - Checkbox
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AAtAnyTimeDuring2025DidYouHaveAFinancialInterestCheckbox:noCHECKED, NOT CHECKEDLine 7A - At Any Time During 2025 Did You Have A Financial Interest - Checkbox
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AIfYesAreYouRequiredToFileFincenForm114Checkbox:yesCHECKED, NOT CHECKEDLine 7A - If Yes Are You Required To File FinCEN Form 114 - Checkbox
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AIfYesAreYouRequiredToFileFincenForm114Checkbox:noCHECKED, NOT CHECKEDLine 7A - If Yes Are You Required To File FinCEN Form 114 - Checkbox
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7BIfYouAreRequiredToFileFincenForm114ListCountryiesTextLine 7B - If You Are Required To File FinCEN Form 114 - List Country(-ies)
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line8During2025DidYouReceiveADistributionCheckbox:yesCHECKED, NOT CHECKEDLine 8 - During 2025 Did You Receive A Distribution - Checkbox
a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line8During2025DidYouReceiveADistributionCheckbox:noCHECKED, NOT CHECKEDLine 8 - During 2025 Did You Receive A Distribution - Checkbox

Optional itemized line item fields captured

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

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Form-Driven Output

column_id 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 IDData TypeDescription
amountMoneyAmount
listNameOfPayerTextList name of the payer
amountMoneyAmount
listNameOfPayerTextList name of the payer

Sample document

1040_SCHEDULE_B_2025.pdf
drive.google.comdrive.google.com
1040_SCHEDULE_B_2025.pdf

Sample JSON result

{
  "pk": 69192370,
  "uuid": "975adaaa-9d9c-4951-bd7f-a96f67f12f73",
  "name": "1040_SCHEDULE_B_2025",
  "created": "2026-01-20T19:13:14Z",
  "created_ts": "2026-01-20T19:13:14Z",
  "verified_pages_count": 1,
  "book_status": "ACTIVE",
  "id": 69192370,
  "forms": [
    {
      "pk": 84643491,
      "uuid": "25d78cb8-5d37-469b-8b39-1fa8930b4642",
      "uploaded_doc_pk": 124760028,
      "form_type": "A_1040_SCHEDULE_B_2025",
      "form_config_pk": 2210949,
      "tables": [
        {
          "pk": 389937,
          "table_type": "a_1040_schedule_b_2025-Part05-Line1ListNameOfPayer",
          "columns": [
            {
              "column_id": "listNameOfPayer",
              "alias_used": "List Name Of Payer"
            },
            {
              "column_id": "amount",
              "alias_used": "Amount"
            }
          ],
          "rows": [
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 1"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 2"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 3"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 4"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 5"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            }
          ]
        },
        {
          "pk": 389938,
          "table_type": "a_1040_schedule_b_2025-Part06-Line5ListNameOfPayer",
          "columns": [
            {
              "column_id": "listNameOfPayer",
              "alias_used": "List Name Of Payer"
            },
            {
              "column_id": "amount",
              "alias_used": "Amount"
            }
          ],
          "rows": [
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 1"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 2"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 3"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 4"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            },
            {
              "cells": {
                "listNameOfPayer": {
                  "value": "Payer 5"
                },
                "amount": {
                  "value": "100.00"
                }
              },
              "page_doc_pk": 1228396309,
              "page_idx": 0
            }
          ]
        }
      ],
      "attribute_data": null,
      "raw_fields": {
        "a_1040_schedule_b_2025-Part01-General:year": {
          "value": "2025",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part01-General:namesShownOnReturn": {
          "value": "JOHN SAMPLE",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part01-General:yourSocialSecurityNumber": {
          "value": "123-45-6789",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part02-Interest:line2AddTheAmountsOnLine1": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part02-Interest:line3ExcludableInterestOnSeriesEeAndIUS": {
          "value": "100.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part02-Interest:line4SubtractLine3FromLine2EnterTheResultHere": {
          "value": "400.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part03-OrdinaryDividends:line6AddTheAmountsOnLine5EnterTheTotalHere": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line8During2025DidYouReceiveADistributionCheckbox:no": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line8During2025DidYouReceiveADistributionCheckbox:yes": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AIfYesAreYouRequiredToFileFincenForm114Checkbox:no": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7BIfYouAreRequiredToFileFincenForm114ListCountryies": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AIfYesAreYouRequiredToFileFincenForm114Checkbox:yes": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AAtAnyTimeDuring2025DidYouHaveAFinancialInterestCheckbox:no": {
          "value": "NOT CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_b_2025-Part04-ForeignAccountsAndTrusts:line7AAtAnyTimeDuring2025DidYouHaveAFinancialInterestCheckbox:yes": {
          "value": "CHECKED",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040_SCHEDULE_B_2025.pdf",
          "confidence": 1.0
        }
      }
    }
  ],
  "book_is_complete": true
}

Updated 3 days ago