2025 Schedule B Form 1040 Generator

Create Your 2025 Schedule B (Form 1040) Online

Enter interest, ordinary dividends, and foreign account or trust information, review the live Schedule B preview, then continue to the Summary page and download your final PDF.

Enter taxpayer, interest, dividend, and Part III information.
Review the responsive Schedule B preview against your records.
Continue to Summary and download the final PDF.

1. Taxpayer Information

Name(s) shown on Form 1040 or 1040-SR

Social Security Number

Email address (Optional)

2. Interest

List interest payers and reportable adjustment entries. Negative amounts are allowed for legitimate Schedule B adjustments such as nominee distributions, accrued interest, OID adjustments, or amortizable bond premium reductions. Enter a clear adjustment description in the payer/description field.

Interest payer 1 is a seller-financed mortgage on the buyer's personal residence.

Line 1 entry 1

Payer or adjustment description

Amount

Line 1 entry 2

Payer or adjustment description

Amount

Line 1 entry 3

Payer or adjustment description

Amount

Line 1 entry 4

Payer or adjustment description

Amount

Line 1 entry 5

Payer or adjustment description

Amount

Line 1 entry 6

Payer or adjustment description

Amount

Line 1 entry 7

Payer or adjustment description

Amount

Line 1 entry 8

Payer or adjustment description

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

3. Ordinary Dividends

List each ordinary-dividend payer. A negative entry may be used for a legitimate Schedule B adjustment such as a nominee distribution; enter a clear description for any adjustment row.

Line 5 entry 1

Payer or adjustment description

Amount

Line 5 entry 2

Payer or adjustment description

Amount

Line 5 entry 3

Payer or adjustment description

Amount

Line 5 entry 4

Payer or adjustment description

Amount

Line 5 entry 5

Payer or adjustment description

Amount

Line 5 entry 6

Payer or adjustment description

Amount

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

4. Foreign Accounts and Trusts

Complete Part III when required by Schedule B. These questions remain available even when lines 4 and 6 do not exceed $1,500 because foreign-account or foreign-trust circumstances can independently require Schedule B.

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

8. During 2025, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?

Yes No

Schedule B Preview

Your completed Schedule B preview updates as you enter or change information.

Schedule B (Form 1040), 2025

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Taxable interest $0.00
Dividends $0.00

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Create Your 2025 Schedule B (Form 1040) Online

1. Taxpayer Information

2. Interest

3. Ordinary Dividends

4. Foreign Accounts and Trusts

Schedule B Preview

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