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.
The form_type parameter A_1040_SCHEDULE_B_2022 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_2022supports 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_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 Form
The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).
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 4 months ago