IRS Form 1040 Schedule B (2023) - Interest and Ordinary Dividends
IRS Form 1040 Schedule B (2023) 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_2023 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_2023supports 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_2023-Part1-General:year | Integer | Year |
a_1040_schedule_b_2023-Part1-General:name(s)ShownOnReturn | Text | Name(s) Shown On Return |
a_1040_schedule_b_2023-Part1-General:yourSocialSecurityNumber | Social Security Number | Your Social Security Number |
a_1040_schedule_b_2023-Part2-Interest:line2-AddTheAmountsOnLine1 | Money | Line 2 - Add The Amounts On Line 1 |
a_1040_schedule_b_2023-Part2-Interest:line3-ExcludableInterestOnSeriesEeAndIU.S. | Money | Line 3 - Excludable Interest On Series EE And I U.S. |
a_1040_schedule_b_2023-Part2-Interest:line4-SubtractLine3FromLine2.EnterTheResultHere | Money | Line 4 - Subtract Line 3 From Line 2. Enter The Result Here |
a_1040_schedule_b_2023-Part3-OrdinaryDividends:line6-AddTheAmountsOnLine5.EnterTheTotalHere | Money | Line 6 - Add The Amounts On Line 5. Enter The Total Here |
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2023DidYouHaveAFinancialInterest-Checkbox | YES, NO | Line 7A - At Any Time During 2023 Did You Have A Financial Interest - Checkbox |
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-Checkbox | YES, NO | Line 7A - If "Yes" Are You Required To File FinCEN Form 114 - Checkbox |
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7B-IfYouAreRequiredToFileFincenForm114-ListCountry(-Ies) | Text | Line 7B - If You Are Required To File FinCEN Form 114 - List Country(-ies) |
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line8-During2023DidYouReceiveADistribution-Checkbox | YES, NO | Line 8 - During 2023 Did You Receive A Distribution - Checkbox |
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
{
"pk": 51050293,
"uuid": "f169a252-b654-4c56-8024-5a9a0b57f2d2",
"name": "A_1040_SCHEDULE_B_2023",
"created": "2024-06-10T19:23:18Z",
"created_ts": "2024-06-10T19:23:18Z",
"verified_pages_count": 1,
"book_status": "ACTIVE",
"id": 51050293,
"forms": [
{
"pk": 55875850,
"uuid": "801e8619-2a26-44d3-b6d7-368fd0d533c0",
"uploaded_doc_pk": 72822977,
"form_type": "A_1040_SCHEDULE_B_2023",
"raw_fields": {
"a_1040_schedule_b_2023-Part1-General:year": {
"value": "2023",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part1-General:name(s)ShownOnReturn": {
"value": "JOHN SAMPLE",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part1-General:yourSocialSecurityNumber": {
"value": "123-45-6789",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part2-Interest:line2-AddTheAmountsOnLine1": {
"value": "16000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part2-Interest:line3-ExcludableInterestOnSeriesEeAndIU.S.": {
"value": "5000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part2-Interest:line4-SubtractLine3FromLine2.EnterTheResultHere": {
"value": "11000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part3-OrdinaryDividends:line6-AddTheAmountsOnLine5.EnterTheTotalHere": {
"value": "9000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line8-During2023DidYouReceiveADistribution-Checkbox": {
"value": "YES",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-Checkbox": {
"value": "NO",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7B-IfYouAreRequiredToFileFincenForm114-ListCountry(-Ies)": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
},
"a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2023DidYouHaveAFinancialInterest-Checkbox": {
"value": "YES",
"is_empty": false,
"alias_used": null,
"source_filename": "A_1040_SCHEDULE_B_2023.pdf",
"confidence": 1.0
}
},
"form_config_pk": 601016,
"tables": [
{
"pk": 44875,
"table_type": "a_1040_schedule_b_2023-Part6-Line5-ListNameOfPayer",
"columns": [
{
"column_id": "amount",
"alias_used": "Amount"
},
{
"column_id": "listNameOfPayer",
"alias_used": "List Name Of Payer"
}
],
"rows": [
{
"cells": {
"amount": {
"value": "5,000.00"
},
"listNameOfPayer": {
"value": "ABC CORP"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
},
{
"cells": {
"amount": {
"value": "1,000.00"
},
"listNameOfPayer": {
"value": "NICK SAMPLE"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
},
{
"cells": {
"amount": {
"value": "3,000.00"
},
"listNameOfPayer": {
"value": "ABC BANK"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
}
]
},
{
"pk": 44874,
"table_type": "a_1040_schedule_b_2023-Part5-Line1-ListNameOfPayer",
"columns": [
{
"column_id": "amount",
"alias_used": "Amount"
},
{
"column_id": "listNameOfPayer",
"alias_used": "List Name Of Payer"
}
],
"rows": [
{
"cells": {
"amount": {
"value": "6,000.00"
},
"listNameOfPayer": {
"value": "XYZ BANK"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
},
{
"cells": {
"amount": {
"value": "2,000.00"
},
"listNameOfPayer": {
"value": "NIKE SAMPLE"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
},
{
"cells": {
"amount": {
"value": "5,000.00"
},
"listNameOfPayer": {
"value": "TIM FAKE"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
},
{
"cells": {
"amount": {
"value": "3,000.00"
},
"listNameOfPayer": {
"value": "E TRADE"
}
},
"page_doc_pk": 510073725,
"page_idx": 0
}
]
}
],
"attribute_data": null
}
],
"book_is_complete": true
}
Updated 5 months ago