IRS Form 1040 Schedule B (2019) - Interest and Ordinary Dividends
IRS Form 1040 Schedule B (2019) 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_2019 in the form_type parameter.
SCHEDULE B
The document type
A_1040_SCHEDULE_B_2019supports data capture from the IRS 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 document type:
| JSON Attribute | Data Type | Description |
|---|---|---|
a_1040_schedule_b_2019-General:year | Integer | Year |
a_1040_schedule_b_2019-General:nameShownOnReturn | Text | Name Shown On Return |
a_1040_schedule_b_2019-General:additionalNameShownOnReturn | Text | Additional Name Shown On Return |
a_1040_schedule_b_2019-General:yourSocialSecurityNumber | Text | Your Social Security Number |
a_1040_schedule_b_2019-Part1InterestNontabular:line2-AddTheAmountsOnLine1 | Money | Line 2 - Add The Amounts On Line 1 |
a_1040_schedule_b_2019-Part1InterestNontabular:line3-ExcludableInterestOnSeriesEeAndIU.S.SavingsBondsIssuedAfter1989 | Money | Line 3 - Excludable Interest On Series EE And I U.S. Savings Bonds Issued After 1989. Attach Form 8815 |
a_1040_schedule_b_2019-Part1InterestNontabular:line4-SubtractLine3FromLine2 | Money | Line 4 - Subtract Line 3 From Line 2 |
a_1040_schedule_b_2019-Part2OrdinaryDividendsNontabular:line6-AddTheAmountsOnLine5 | Money | Line 6 - Add The Amounts On Line 5 |
a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line7A-During2019-FinancialInterestOverAccountInAForeignCountry | YESNO | Line 7A - During 2019 - Financial Interest In A Financial Account In A Foreign Country |
a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line7A-IfYes-RequiredToFileFincenForm114 | YESNO | Line 7A - If Yes - Required To File FinCEN Form 114 |
a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line7B-IfRequiredToFileFincenForm114-NameOfForeignCountry | Text | Line 7B - If Required To File FinCEN Form 114 - Name Of The Foreign Country |
a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line8-During2019-ReceiveDistributionFrom-GrantorOf-TransferorToAForeignTrust | YESNO | Line 8 - During 2019 - Received Distribution From - Grantor Of - Transferor To A Foreign Trust |
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.
Sample document
Coming soon...
Sample JSON result
{
"status": 200,
"response": {
"pk": 25750384,
"uuid": "e4023c66-44fa-43bb-8d29-cce5e3ec6958",
"forms": [
{
"pk": 27721765,
"uuid": "7a6a8d4a-127f-45be-80f6-f4abceab4a61",
"form_type": "A_1040_SCHEDULE_B_2019",
"form_config_pk": 11540,
"tables": [
{
"pk": 16964,
"columns": [
{
"column_id": "line5-ListNameOfPayer",
"alias_used": "Line 5 - List Name Of Payer"
},
{
"column_id": "line5-Amount",
"alias_used": "Line 5 - Amount"
}
],
"rows": [
{
"cells": {
"line5-ListNameOfPayer": {
"value": "FIDELITY BROKERAGE SERVICES, LLC"
},
"line5-Amount": {
"value": "1321.00"
}
},
"page_doc_pk": 128207901,
"page_idx": 0
}
]
},
{
"pk": 16963,
"columns": [
{
"column_id": "line1-ListNameOfPayer",
"alias_used": "Line 1 - List Name Of Payer"
},
{
"column_id": "line1-Amount",
"alias_used": "Line 1 - Amount"
}
],
"rows": [
{
"cells": {
"line1-ListNameOfPayer": {
"value": "STEVE BROWN"
},
"line1-Amount": {
"value": "20754.00"
}
},
"page_doc_pk": 128207901,
"page_idx": 0
}
]
}
],
"raw_fields": {
"a_1040_schedule_b_2019-General:year": {
"value": "2019",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-General:nameShownOnReturn": {
"value": "KEVIN BROWN",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-General:yourSocialSecurityNumber": {
"value": "453-56-8421",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-General:additionalNameShownOnReturn": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part1InterestNontabular:line2-AddTheAmountsOnLine1": {
"value": "20754.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part1InterestNontabular:line4-SubtractLine3FromLine2": {
"value": "20754.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part2OrdinaryDividendsNontabular:line6-AddTheAmountsOnLine5": {
"value": "1321.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line7A-IfYes-RequiredToFileFincenForm114": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line7B-IfRequiredToFileFincenForm114-NameOfForeignCountry": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part1InterestNontabular:line3-ExcludableInterestOnSeriesEeAndIU.S.SavingsBondsIssuedAfter1989": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line7A-During2019-FinancialInterestOverAccountInAForeignCountry": {
"value": "NO",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
},
"a_1040_schedule_b_2019-Part3ForeignAccountsAndTrusts:line8-During2019-ReceiveDistributionFrom-GrantorOf-TransferorToAForeignTrust": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule B 2019.pdf"
}
}
}
]
},
"message": "OK"
}
Updated 9 months ago