Knowledge Base

10871: Schedule B - Form Not Generating

1040 Individual

I entered interest income on the INT (or ordinary dividends on the DIV) screen. Why am I not seeing a Schedule B in view?


Generally, Schedule B, Interest and Ordinary Dividends, is required only when the taxpayer has over $1,500 of taxable interest or ordinary dividends. See the Schedule B instructions for other criteria. 

You can force Schedule B to print even when it isn't required. To do so: 

  • in a single return, select the Miscellaneous tab and choose the PRNT Print Options screen. Select Produce Schedule B on the left side of the screen.
  • in all returns, go to the Home window of the software. From the menu bar, select Setup > Options > Form & Schedule Options tab. Unselect the option Print Schedule B only when required under the Select to Turn On section.

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