IRS Form 1040 Schedule B (2021)

IRS Form 1040 Schedule B (2021) 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.

The form_type parameter A_1040_SCHEDULE_B_2021 for the Upload PDF endpoint is required for this Form Type.

Learn more about how we process 1040 Schedule B forms here.

Optional fields captured

📘

Configuration-Driven Output

All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.

🚧

SCHEDULE B

The form type A_1040_SCHEDULE_B_2021 supports data capture from the IRS 1040 Schedule B only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON Attribute

Data Type

Description

a_1040_schedule_b_2021-General:year

Integer

Year

a_1040_schedule_b_2021-General:nameShownOnReturn

Text

Name Shown On Return

a_1040_schedule_b_2021-General:additionalNameShownOnReturn

Text

Additional Name Shown On Return

a_1040_schedule_b_2021-General:yourSocialSecurityNumber

Social Security Number

Your Social Security Number

a_1040_schedule_b_2021-Part1-InterestNontabular:line2-AddTheAmountsOnLine1

Money

Line 2 - Add The Amounts On Line 1

a_1040_schedule_b_2021-Part1-InterestNontabular:line3-ExcludableInterestOnSeriesEeAndIU.S.SavingsBondsIssuedAfter1989.AttachForm8815

Money

Line 3 - Excludable Interest On Series EE And I U.S. Savings Bonds Issued After 1989. Attach Form 8815

a_1040_schedule_b_2021-Part1-InterestNontabular:line4-SubtractLine3FromLine2

Money

Line 4 - Subtract Line 3 From Line 2

a_1040_schedule_b_2021-Part2-OrdinaryDividendsNontabular:line6-AddTheAmountsOnLine5

Money

Line 6 - Add The Amounts On Line 5

a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line7A-During2021-FinancialInterestInAFinancialAccountInAForeignCountry

YES, NO

Line 7A - During 2021 - Financial Interest In A Financial Account In A Foreign Country

a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line7A-IfYes-RequiredToFileFincenForm114

YES, NO

Line 7A - If Yes - Required To File FinCEN Form 114

a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line7B-IfRequiredToFileFincenForm114-NameOfTheForeignCountry

Text

Line 7B - If Required To File FinCEN Form 114 - Name Of The Foreign Country

a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line8-During2021-ReceivedDistributionFrom-GrantorOf-TransferorToAForeignTrust

YES, NO

Line 8 - During 2021 - Received Distribution From - Grantor Of - Transferor To A Foreign Trust

``

Money

Line 5 - Amount

``

Text

Line 5 - List Name Of Payer

``

Money

Line 1 - Amount

``

Text

Line 1 - List Name Of Payer

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

line5-Amount

Money

Amount

line5-List-NameOfPayer

Text

Payer Name

line1-Amount

Money

Amount

line1-List-NameOfPayer

Text

Payer Name

Sample Form

The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).

Sample JSON Result

{
  "status": 200,
  "response": {
    "pk": 41453809,
    "uuid": "7b7d6950-5e44-4184-b1b4-375d9d509353",
    "forms": [
      {
        "pk": 37905243,
        "uuid": "787fe6eb-8158-4952-b808-f21df6474888",
        "form_type": "A_1040_SCHEDULE_B_2021",
        "form_config_pk": 57958,
        "tables": [
          {
            "pk": 20522,
            "table_type": "a_1040_schedule_b_2021-Part1-Interest",
            "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": "TEXAS CAPITAL BANK"
                  },
                  "line1-Amount": {
                    "value": "500.00"
                  }
                },
                "page_doc_pk": 217623282,
                "page_idx": 0
              },
              {
                "cells": {
                  "line1-ListNameOfPayer": {
                    "value": "FIRST HAWAIIAN BANK"
                  },
                  "line1-Amount": {
                    "value": "200.00"
                  }
                },
                "page_doc_pk": 217623282,
                "page_idx": 0
              }
            ]
          },
          {
            "pk": 20521,
            "table_type": "a_1040_schedule_b_2021-Part2-Ordinarydividends",
            "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": "PEPSICO"
                  },
                  "line5-Amount": {
                    "value": "200.00"
                  }
                },
                "page_doc_pk": 217623282,
                "page_idx": 0
              },
              {
                "cells": {
                  "line5-ListNameOfPayer": {
                    "value": "FEDEX"
                  },
                  "line5-Amount": {
                    "value": "50.00"
                  }
                },
                "page_doc_pk": 217623282,
                "page_idx": 0
              }
            ]
          }
        ],
        "raw_fields": {
          "a_1040_schedule_b_2021-General:year": {
            "value": "2021",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-General:nameShownOnReturn": {
            "value": "FAKE HAMZA",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-General:yourSocialSecurityNumber": {
            "value": "123-45-6789",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-General:additionalNameShownOnReturn": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part1-InterestNontabular:line2-AddTheAmountsOnLine1": {
            "value": "700.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part1-InterestNontabular:line4-SubtractLine3FromLine2": {
            "value": "500.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part2-OrdinaryDividendsNontabular:line6-AddTheAmountsOnLine5": {
            "value": "250.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line7A-IfYes-RequiredToFileFincenForm114": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line7B-IfRequiredToFileFincenForm114-NameOfTheForeignCountry": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line7A-During2021-FinancialInterestInAFinancialAccountInAForeignCountry": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part3-ForeignAccountsAndTrusts:line8-During2021-ReceivedDistributionFrom-GrantorOf-TransferorToAForeignTrust": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          },
          "a_1040_schedule_b_2021-Part1-InterestNontabular:line3-ExcludableInterestOnSeriesEeAndIU.S.SavingsBondsIssuedAfter1989.AttachForm8815": {
            "value": "200.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "1040 Schedule B (2021).pdf"
          }
        }
      }
    ]
  },
  "message": "OK"
}

Did this page help you?