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.

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SCHEDULE B

The document type a_1040_schedule_b_2023 supports 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 AttributeData TypeDescription
a_1040_schedule_b_2023-Part1-General:yearIntegerYear
a_1040_schedule_b_2023-Part1-General:name(s)ShownOnReturnTextName(s) Shown On Return
a_1040_schedule_b_2023-Part1-General:yourSocialSecurityNumberSocial Security NumberYour Social Security Number
a_1040_schedule_b_2023-Part2-Interest:line2-AddTheAmountsOnLine1MoneyLine 2 - Add The Amounts On Line 1
a_1040_schedule_b_2023-Part2-Interest:line3-ExcludableInterestOnSeriesEeAndIU.S.MoneyLine 3 - Excludable Interest On Series EE And I U.S.
a_1040_schedule_b_2023-Part2-Interest:line4-SubtractLine3FromLine2.EnterTheResultHereMoneyLine 4 - Subtract Line 3 From Line 2. Enter The Result Here
a_1040_schedule_b_2023-Part3-OrdinaryDividends:line6-AddTheAmountsOnLine5.EnterTheTotalHereMoneyLine 6 - Add The Amounts On Line 5. Enter The Total Here
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7A-AtAnyTimeDuring2023DidYouHaveAFinancialInterest-CheckboxYES, NOLine 7A - At Any Time During 2023 Did You Have A Financial Interest - Checkbox
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7A-IfYesAreYouRequiredToFileFincenForm114-CheckboxYES, NOLine 7A - If "Yes" Are You Required To File FinCEN Form 114 - Checkbox
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line7B-IfYouAreRequiredToFileFincenForm114-ListCountry(-Ies)TextLine 7B - If You Are Required To File FinCEN Form 114 - List Country(-ies)
a_1040_schedule_b_2023-Part4-ForeignAccountsAndTrusts:line8-During2023DidYouReceiveADistribution-CheckboxYES, NOLine 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.

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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 IDData TypeDescription
amountMoneyAmount
listNameOfPayerTextList name of the payer
amountMoneyAmount
listNameOfPayerTextList name of the payer

Sample document

Sample 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
}