IRS Form 1040 Schedule B (2022) - Interest and Ordinary Dividends
IRS Form 1040 Schedule B (2022) 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_2022 in the form_type parameter. To learn more about this document processing, see processing Schedule B of IRS Form 1040.
SCHEDULE B
The document type
A_1040_SCHEDULE_B_2022supports 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_2022-General:year | Integer | Year |
a_1040_schedule_b_2022-General:nameShownOnReturn | Text | Name Shown On Return |
a_1040_schedule_b_2022-General:additionalNameShownOnReturn | Text | Additional Name Shown On Return |
a_1040_schedule_b_2022-General:yourSocialSecurityNumber | Social Security Number | Your Social Security Number |
a_1040_schedule_b_2022-Part1-InterestNontabular:line2-AddTheAmountsOnLine1 | Money | Line 2 - Add The Amounts On Line 1 |
a_1040_schedule_b_2022-Part1-InterestNontabular:line3-ExcludableInterestOnSeriesEeAndIUSSavingsBondsIssuedAfter1989 | Money | Line 3 - Excludable Interest On Series Ee And I U S Savings Bonds Issued After 1989 |
a_1040_schedule_b_2022-Part1-InterestNontabular:line4-SubtractLine3FromLine2 | Money | Line 4 - Subtract Line 3 From Line 2 |
a_1040_schedule_b_2022-Part2-OrdinaryDividendsNontabular:line6-AddTheAmountsOnLine5 | Money | Line 6 - Add The Amounts On Line 5 |
a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line7A-During2022-FinancialInterestInAFinancialAccountInAForeignCountry | YES, NO | Line 7A - During 2022 -Financial Interest In A Financial Account In A Foreign Country |
a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line7A-IfYes-AreYouRequiredToFileFincenForm114 | YES, NO | Line 7A - If Yes - Are You Required To File Fincen Form 114 |
a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line7B-IfRequiredToFileFincenForm114-NameOfTheForeignCountry | Text | Line 7B - If Required To File Fincen Form 114 - Name Of The Foreign Country |
a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line8-During2022ReceivedDistributionFromGrantorOf-TransferorToAForeignTrust | YES, NO | Line 8 - During 2022 Received Distribution From Grantor Of - Transferor To A Foreign Trust |
| `` | Money | Line 1 - Amount |
| `` | Text | Line 1 - List Name Of Payer |
| `` | Money | Line 5 - Amount |
| `` | Text | Line 5 - 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.
Sample document
drive.google.comSample JSON result
{
"status": 200,
"response": {
"pk": 29450531,
"uuid": "b6bf6010-eb3f-4f54-9275-fe988bba666a",
"forms": [
{
"pk": 44164215,
"uuid": "8b9a9788-d127-4a5b-a944-568c5cf49021",
"uploaded_doc_pk": 51631879,
"form_type": "A_1040_SCHEDULE_B_2022",
"raw_fields": {
"a_1040_schedule_b_2022-General:year": {
"value": "2022",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-General:nameShownOnReturn": {
"value": "CHARLES DOE",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-General:yourSocialSecurityNumber": {
"value": "487-65-4328",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-General:additionalNameShownOnReturn": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part1-InterestNontabular:line2-AddTheAmountsOnLine1": {
"value": "15000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part1-InterestNontabular:line4-SubtractLine3FromLine2": {
"value": "13000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part2-OrdinaryDividendsNontabular:line6-AddTheAmountsOnLine5": {
"value": "18000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line7A-IfYes-AreYouRequiredToFileFincenForm114": {
"value": "NO",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line7B-IfRequiredToFileFincenForm114-NameOfTheForeignCountry": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part1-InterestNontabular:line3-ExcludableInterestOnSeriesEeAndIUSSavingsBondsIssuedAfter1989": {
"value": "2000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line7A-During2022-FinancialInterestInAFinancialAccountInAForeignCountry": {
"value": "YES",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
},
"a_1040_schedule_b_2022-Part3-ForeignAccountsAndTrusts:line8-During2022ReceivedDistributionFromGrantorOf-TransferorToAForeignTrust": {
"value": "YES",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 sch B 2022 (1).pdf"
}
},
"form_config_pk": 197557,
"tables": [
{
"pk": 23735,
"table_type": "a_1040_schedule_b_2022-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": "ABC LTD"
},
"line5-Amount": {
"value": "8000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
},
{
"cells": {
"line5-ListNameOfPayer": {
"value": "XYZ LTD"
},
"line5-Amount": {
"value": "6000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
},
{
"cells": {
"line5-ListNameOfPayer": {
"value": "SAMPLE CORP."
},
"line5-Amount": {
"value": "4000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
}
]
},
{
"pk": 23734,
"table_type": "a_1040_schedule_b_2022-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": "FAKE BANK"
},
"line1-Amount": {
"value": "4000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
},
{
"cells": {
"line1-ListNameOfPayer": {
"value": "BANK OF SAMPLE"
},
"line1-Amount": {
"value": "4000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
},
{
"cells": {
"line1-ListNameOfPayer": {
"value": "JOHN DOE"
},
"line1-Amount": {
"value": "4000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
},
{
"cells": {
"line1-ListNameOfPayer": {
"value": "VICTOR FAKE"
},
"line1-Amount": {
"value": "3000.00"
}
},
"page_doc_pk": 309609162,
"page_idx": 0
}
]
}
]
},
"message": "OK"
}
Updated 5 months ago