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The form provides lines for total interest and exclusions related to EE and I U.S. savings bonds, and for listing payers of ordinary dividends. It also includes sections to determine whether filers must complete additional parts when amounts exceed thresholds and to address foreign accounts and foreign trusts, including potential FinCEN Form 114 and Form 3520 requirements.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/schedule-b-interest-and-ordinary-dividends/301429/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/schedule-b-interest-and-ordinary-dividends/301429.png","ImageObject",442,249,{"name":88,"@type":89},"Jacob","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is Schedule B used for on Form 1040 or 1040-SR?","Question",{"text":108,"@type":109},"Schedule B is used to report interest and ordinary dividends, and it must be attached to Form 1040 or 1040-SR.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When must additional parts be completed based on the form amounts?",{"text":113,"@type":109},"The form notes that if the relevant line amount is over $1,500 for taxable interest or ordinary dividends, you must complete the specified additional part on Form 1040.",{"name":115,"@type":106,"acceptedAnswer":116},"What foreign account or foreign trust questions affect filing requirements?",{"text":117,"@type":109},"Schedule B asks whether you had financial interest or signature authority over foreign financial accounts and whether you received or were involved with a foreign trust distribution; if “Yes,” you may need to file FinCEN Form 114 and/or Form 3520.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301429,1790201069,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},962084931830,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","| SCHEDULE B   |  | Interest and Ordinary Dividends  \u003Cbr>Attach to Form 1040 or 1040-SR.  \u003Cbr>Go to www.irs.gov/ScheduleB for instructions and the latest information.   |  | OMBNo.1545-0074   |\n| --- | --- | --- | --- | --- |\n| (Form 1040)   |  |  |  | 2025  \u003Cbr>Attachment  \u003Cbr>Sequence No.08   |\n| Department of the Treasury  \u003Cbr>nternal Revenue Service   |  |  |  |  |\n| Name(s)shown on return   |  |  | Your social security number   |  |\n| List name of payer.If any interest is from a seller-financed mortgage and the  \u003Cbr>Part l  \u003Cbr>1   |  |  |  | Amount   |\n| buyer used the property as a personal residence,see the instructions and list this  \u003Cbr>Interest  \u003Cbr>interest first.Also,show that buyer's social security number and address:   |  |  |  |  |\n| (See instructions  \u003Cbr>and the  \u003Cbr>Instructions for  \u003Cbr>Form 1040,  \u003Cbr>line 2b.)   |  |  | 1   |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| Note:If you  \u003Cbr>received a  \u003Cbr>Form 1099-INT,  \u003Cbr>Form 1099-OID,   |  | ----------------------------------------------  \u003Cbr>--------------------------------------------------   |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| orsubstitute   |  |  |  |  |\n| statement from   |  | ----------------------------------------------------------------------------   |  |  |\n| a brokerage firm,  \u003Cbr>list the firm's   |  | --------------------------------------------------------------------------   |  |  |\n|  |  |  |  |  |\n| name as the  \u003Cbr>payer and enter  \u003Cbr>the total interest  \u003Cbr>shown on that  \u003Cbr>form.   |  | ---------------------------------------------------------------------------------  \u003Cbr>-----------------------------------------------------------------------------  \u003Cbr>------------------------------------------------------------------------------------   |  |  |\n|  |  |  |  |  |\n|  |  | ------------------------------------------------------------------------------------  \u003Cbr>-----------------------------------------------------------------------   |  |  |\n|  | 2   |  Add the amounts on linei.         .  .  .   .  ..  ...  ...  .   | 2   |  |\n|  | 3    | Excludable interest on series EE and I U.S.savings bonds issued after 1989.  \u003Cbr>Attach Form 8815..  ..  .....  .....  .   | 3   |  |\n|  | 4    | Subtract line 3 from line 2.Enter the result here and on Form 1040 or 1040-SR,line 2b   | 4   |  |\n|  | Note:If line 4 is over $1,500,you must complete Part IⅢI.   |  |  | Amount   |\n| Part Il   | 5   |  List name of payer:                              _______                  ---    --   |  |  |\n| --_-__________-----------  --    ----------    -   ----  \u003Cbr>Ordinary  \u003Cbr>--------------------------------------------------------------------  \u003Cbr>Dividends  \u003Cbr>-------------------------------------------------------------------   |  |  | 5   |  |\n|  |  |  |  |  |\n| (See instructions  \u003Cbr>--------------------------------------------------  \u003Cbr>and the  \u003Cbr>--------------------------------------------  \u003Cbr>Instructions for  \u003Cbr>Form 1040,  \u003Cbr>-------------------------------------------  \u003Cbr>line 3b.)   |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| -------------------------------------------------------------------------  \u003Cbr>Note:If you  \u003Cbr>---------------------------------------------------------------------------   |  |  |  |  |\n| received a  \u003Cbr>Form 1099-DIV  \u003Cbr>or substitute   |  | -------------------------------------------------------------------------   |  |  |\n|  |  | ----------------------------------------------------------------   |  |  |\n| statement from   |  |  |  |  |\n| a brokerage firm,  \u003Cbr>list the firm's   |  |  |  |  |\n| name as the   |  |  |  |  |\n| payer and enter   |  |  |  |  |\n| the ordinary  \u003Cbr>dividends shown   | 6    | Add the amounts on line 5.Enter the total here and on Fom 1040 or 1040-SR,line 3b   | 6   |  |\n| Note:If line 6 is over $1,500,you must complete Part IⅢ.  \u003Cbr>on that form.   |  |  |  |  |\n\n# Part IⅢ\n\nYou must complete this part if you (a)had over $1,500 of taxable interes","cbCaincS5MuFevwH","https://ap.wps.com/l/cbCaincS5MuFevwH","pdf",76411,"English","# Schedule B Attachment and Identification\n## Interest and ordinary dividends reporting\n## Excludable interest and threshold notes\n## Foreign accounts and foreign trusts questions","[{\"question\":\"What is Schedule B used for on Form 1040 or 1040-SR?\",\"answer\":\"Schedule B is used to report interest and ordinary dividends, and it must be attached to Form 1040 or 1040-SR.\"},{\"question\":\"When must additional parts be completed based on the form amounts?\",\"answer\":\"The form notes that if the relevant line amount is over $1,500 for taxable interest or ordinary dividends, you must complete the specified additional part on Form 1040.\"},{\"question\":\"What foreign account or foreign trust questions affect filing requirements?\",\"answer\":\"Schedule B asks whether you had financial interest or signature authority over foreign financial accounts and whether you received or were involved with a foreign trust distribution; if “Yes,” you may need to file FinCEN Form 114 and/or Form 3520.\"}]","Schedule B - Interest and Ordinary Dividends | PDF",1789782345]