Schedule B (Form 1040) lists the payers of your interest and ordinary dividends, and Part III asks about foreign accounts and trusts. You attach it to Form 1040 or 1040-SR. RepeatForm helps you reuse last year's payer list: upload a Schedule B you completed and the current blank, then review every amount.
Tested with the irs.gov edition dated 2025
Plainly: this is one of the better fits. If you file a Schedule B, you list your payers again every year, and many of them (a bank, a brokerage) stay the same. The names can carry across; the amounts cannot, because they change every year. Check for payers you have added or closed since last time.
irs.gov says "Use Schedule B (Form 1040) if any of the following applies." The first item is "You had over $1,500 of taxable interest or ordinary dividends." The others include "You received interest or ordinary dividends as a nominee" and having "a financial interest in, or signature authority over, a financial account in a foreign country." Read the full list and the instructions. RepeatForm does not decide whether you must file.
Part I is Interest and Part II is Ordinary Dividends. On line 1 the form says "List name of payer," and the note says "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." Line 5 works the same way for dividends and a Form 1099-DIV. The instructions say "You can list more than one payer on each entry space for lines 1 and 5, but be sure to clearly show the amount paid next to each payer's name."
The instructions say "If you still need more space, attach separate statements using the same format as lines 1 and 5, but show your totals on Schedule B. Put your name and social security number (SSN) on the statements and attach them at the end of your return." RepeatForm fills the form; it does not make the extra statements.
The form says "You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust." Its questions refer to a specific year ("At any time during 2025"), so answer them again for the year you are filing. RepeatForm does not answer them for you.
Upload a Schedule B you completed and the current blank; RepeatForm carries the matching names across; you review them, then preview the PDF before you export. Use last year's copy as the source, then add, remove or change what differs.
The IRS publishes a new Schedule B each year. Carrying an earlier copy into the new one works for many answers, but some fields are renamed or moved and match only partly, so check every line on the new form in Review before you export.
The PDF checked for this page is "Schedule B (Form 1040) 2025". The About Schedule B page on irs.gov links the current form and its instructions. RepeatForm does not supply the blank form: get it from irs.gov.
Schedule B is attached to your tax return. The main return has its own page: Form 1040.
If your return is Form 1040-SR, see Form 1040-SR.
Upload the two versions, check what matched, then inspect the finished PDF before paying.
Start with the Schedule B you completed last year and the current blank.
Review what RepeatForm found before creating Preview.
Inspect the exact completed PDF before paying.
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irs.gov says to "Use Schedule B (Form 1040) if any of the following applies" and lists several cases, including "You had over $1,500 of taxable interest or ordinary dividends." Read the full list in the instructions. RepeatForm does not decide whether you must file.
The form says "Attach to Form 1040 or 1040-SR," so it goes with your tax return. The IRS sets the due date for the return; check irs.gov for the date that applies to you.
The instructions say "You can list more than one payer on each entry space for lines 1 and 5, but be sure to clearly show the amount paid next to each payer's name." If you still need space, they say to attach separate statements in the same format.
You can reuse the details that stay the same, such as your name, social security number and the names of payers you still have. The amounts and the Part III answers change, so enter them again and check every line in Review.
