2018 Schedule B Form and Instructions
Printable IRS Form 1040 Schedules For Last 3 Years

IRS 2018 Schedule B Form and Instructions
Print IRS 2018 Schedule B Form and IRS 2018 Schedule B Instructions to prepare your 2019 Form 1040 federal income tax return.

Page one of IRS Form 1040A and Form 1040 both request that you attach Schedule B if required to support your taxable interest and dividend income amounts. You can not file Schedule B with the shortest IRS Form 1040EZ.

Schedule B, Interest and Ordinary Dividends, asks that you list the name of each payer, the amount paid, and also to disclose any foreign country financial accounts. In the past the Schedule B instructions where included as a second page. Now the Schedule B instructions are published as a separate three page booklet.

Examples of when to use Schedule B:

  • Over $1,500 of taxable interest income.
  • Over $1,500 of ordinary dividend income.
  • Accrued interest from a bond.
  • Exclusion of interest from series EE or I US savings bonds.
  • Financial account or trust in a foreign country (FBAR).
  • Interest income from a seller financed mortgage.

IRS Schedule B Form And Instructions

Click any of the federal IRS Schedule B form links below to download, view, print, edit, or save as a PDF file for the corresponding year. These free PDF files are unaltered and are pulled directly from the publisher.

2018 Schedule B Form
2018 Schedule B Instructions

2017 Schedule B Form
2017 Schedule B Instructions

2016 Schedule B Form
2016 Schedule B Instructions (included with form)

Schedule B form and instructions booklet are generally updated in December of each year by the IRS. If updated, the 2018 tax year PDF file will display, the prior tax year 2017 if not. Last year, many of the individual income tax forms were published late in December, with instructions booklet following in early January due to last minute legislative changes.

More IRS Tax Forms, Form 1040 Schedules, and Instructions

The printable 2018 IRS Schedule B form and 2018 IRS Schedule B instructions booklet links above are a quick reference for those looking to print the one federal income tax form. Even more printable federal income tax forms, supporting schedules, and instructions booklet are grouped by year on our pages below:

2018 Tax Forms
2017 Tax Forms
2016 Tax Forms
2015 Tax Forms
2014 Tax Forms

Please report any broken Schedule B form and instructions booklet links using our contact us page found at the bottom of this page.

Last updated: January 6, 2019