1040 Schedule B Form Generator | Interest and Ordinary Dividends

Taxpayer Information

Name(s) shown on return

Social Security Number

Email Address

Part I. Interest

If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form.

Interest payer 1

Line 1 payer 1 name

Line 1 payer 1 amount

$

Interest payer 2

Line 1 payer 2 name

Line 1 payer 2 amount

$

Interest payer 3

Line 1 payer 3 name

Line 1 payer 3 amount

$

Interest payer 4

Line 1 payer 4 name

Line 1 payer 4 amount

$

Interest payer 5

Line 1 payer 5 name

Line 1 payer 5 amount

$

Interest payer 6

Line 1 payer 6 name

Line 1 payer 6 amount

$

Interest payer 7

Line 1 payer 7 name

Line 1 payer 7 amount

$

Interest payer 8

Line 1 payer 8 name

Line 1 payer 8 amount

$

2. Add the amounts on line 1

$

3. Excludable interest on Series EE and I U.S. savings bonds issued after 1989

$

4. Subtract line 3 from line 2. Enter on Form 1040 or 1040-SR, line 2b

$

Part II. Ordinary Dividends

If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm’s name as the payer and enter ordinary dividends shown on that form.

Dividend payer 1

Line 5 payer 1 name

Line 5 payer 1 amount

$

Dividend payer 2

Line 5 payer 2 name

Line 5 payer 2 amount

$

Dividend payer 3

Line 5 payer 3 name

Line 5 payer 3 amount

$

Dividend payer 4

Line 5 payer 4 name

Line 5 payer 4 amount

$

Dividend payer 5

Line 5 payer 5 name

Line 5 payer 5 amount

$

Dividend payer 6

Line 5 payer 6 name

Line 5 payer 6 amount

$

6. Add the amounts on line 5. Enter on Form 1040 or 1040-SR, line 3b

$

Part III. Foreign Accounts and Trusts

Complete this part if taxable interest or ordinary dividends exceed $1,500, or if foreign account or foreign trust questions apply.

7a. At any time during 2025, did you have a financial interest in or signature authority over a financial account located in a foreign country? Yes No If “Yes,” are you required to file FinCEN Form 114 (FBAR)? Yes No

7b. List the name(s) of the foreign country(-ies)

8. During 2025, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? Yes No

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Taxpayer Information

Part I. Interest

Part II. Ordinary Dividends

Part III. Foreign Accounts and Trusts

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