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IRSIndividual Income Tax (1040 Series)

Official form guide

Form 1040S8: 1040 (Schedule 8812)

Form 1040S8 is an attachment to the individual income tax return that reports certain types of interest income not captured on the main 1040. Use it when you have interest from foreign accounts, tax‑exempt bonds, or other special sources.

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Form Overview

IRS Form 1040S8 - 1040 (Schedule 8812)

Form 1040S8 is an attachment to the individual income tax return that reports certain types of interest income not captured on the main 1040. Use it when you have interest from foreign accounts, tax‑exempt bonds, or other special sources.

The form captures the payer’s name, account numbers, interest amounts, and any foreign tax withheld.

Risk Radar

Scan points
  • 1A missing or inaccurate Form 1040S8 can cause the entire return to be rejected.
  • 2Omitting foreign interest lines
  • 3Transposing numbers
  • 4Leaving the payer’s EIN blank
  • 5Failing to attach the schedule

Plain English

If you earned interest that the regular 1040 doesn’t cover—like foreign bank interest or tax‑free municipal bond interest—you’ll need to fill out this short schedule. It tells the IRS where the money came from and whether any tax was already paid.

Submission Date

  • Filing date: 2026-01-26 12:10:41
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

individualincome taxinterestforeignincomemoney

Hover a term to preview the meaning.

What this form is for

  • Use when you have interest not reported on the main 1040 lines.
  • Do not use for ordinary wages or dividends.
  • If you only have standard 1099‑INT interest, the 1040 lines are sufficient.

Form selector

Use this form or another form?

Foreign bank interest

Requires reporting of foreign assets

✓ Verify filing threshold

Form 8938

Tax‑exempt municipal interest

Separate schedule for interest detail

✓ Check total amount

Schedule B (if > $1,500)

Interest from partnership

Partnership income reporting

✓ Ensure correct pass‑through

Schedule K‑1 (Form 1065)

Deadline or filing window

Form 1040S8 must be filed with the 1040 by the regular individual tax deadline, usually April 15. If you receive an extension for the 1040, the schedule extends automatically. No separate deadline exists.

  • —Interest amount | sum of all interest lines | Total interest reported | Verify rounding to nearest cent

Checklist

What you need before filling it out

1

Payer name

1099‑INT or foreign statement · Statement header

⚠ Misspelled name✕ Medium
2

Interest amount

1099‑INT box 1 or foreign statement · Numeric field

⚠ Transposition error✕ High
3

Foreign tax withheld

1099‑INT box 6 or foreign tax statement · Amount field

⚠ Omitted amount✕ Medium
4

Account number

Bank statement · Account line

⚠ Partial digits entered✕ Low

Before you submit

  1. 1All interest statements reviewed
  2. 2Form 1040S8 filled on the correct edition
  3. 3Numbers double‑checked against source documents
  4. 4Payer EIN or SSN entered if required
  5. 5Foreign tax withheld reported if applicable
  6. 6Schedule attached to the front of the 1040
  7. 7Signature on the 1040 matches attached schedule
  8. 8Electronic PDF uploaded correctly (if e‑filing)
  9. 9Mailing envelope addressed to the correct IRS location
  10. 10Copy retained for personal records

How to file this form

  1. 1Collect all 1099‑INT, foreign bank statements, and municipal bond statements.
  2. 2Open the 2024 Form 1040S8 PDF and enter payer information line by line.
  3. 3Enter the interest amounts and any foreign tax withheld.
  4. 4Review totals and compare with source documents.
  5. 5Attach the completed schedule to the front of your Form 1040.
  6. 6If e‑filing, upload the combined PDF; if paper, place in the same envelope.
  7. 7Send or submit before the April deadline.

Known limitations

  1. 1Form does not calculate foreign tax credits; separate Form 1116 may be needed.
  2. 2Only captures interest; dividends require Schedule B.
  3. 3No built‑in error checking in the PDF; manual review required.
  4. 4IRS may update the form after publication; always verify edition date.

Field map

Compact field-by-field guide

10 fields

Personal Info

3 items

Full Legal Name

Enter your legal first and last name as shown on your Social Security card.

Requiredtext
Social Security Number

Your SSN must match IRS records exactly.

Requiredssn
Home Address

Current mailing address including street, city, state, and ZIP code.

Requiredtext

Filing Status

1 items

Filing Status

Select: Single, Married Filing Jointly, Married Filing Separately, Head of Household, or Qualifying Surviving Spouse.

Requiredselect

Income

1 items

Total Income

Sum of all income sources — wages, interest, dividends, business income, capital gains, unemployment, retirement, and other income.

Requiredamount

Adjustments

1 items

Adjusted Gross Income (AGI)

Total income minus above-the-line deductions such as IRA contributions, student loan interest, and HSA contributions.

Requiredamount

Deductions

1 items

Standard or Itemized Deduction

Choose the higher of the standard deduction for your filing status or total itemized deductions from Schedule A.

Requiredamount

Tax

1 items

Taxable Income

AGI minus deductions. This determines your tax bracket and the amount of tax owed.

Requiredamount

Payments

1 items

Total Payments and Credits

Sum of federal tax withheld, estimated tax payments, and refundable credits like the Child Tax Credit.

amount

Signatures

1 items

Signature

You must sign and date the return. Unsigned returns are invalid.

Requiredsignature
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Current form status
IRS

The IRS provides the 2024 edition of Form 1040S8 on its website. Verify you have the latest PDF before filing.

What changed or needs a fresh check

  • Edition date: verify 2024 version
  • Fee: none (included with Form 1040)
  • Mailing address: use address in 1040 instructions for your state
  • Electronic filing: attach as PDF if e‑filing
  • Signature: no separate signature required if attached to signed 1040

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Quick Facts

Taxpayers who received reportable interest that falls outside the standard 1040 interest lines must file it.
The form captures the payer’s name, account numbers, interest amounts, and any foreign tax withheld.
Attach Form 1040S8 to your Form 1040 when you file your annual return, typically by April 15 of the following year.
Mail the completed schedule with the rest of your 1040 to the IRS address listed in the 1040 instructions, or upload it electronically if filing electronically.
Incorrect or missing interest data can trigger penalties, delay refunds, or cause an audit.
Gather all interest statements (e.g., 1099‑INT, foreign bank statements). Fill in each line with the payer’s details and the interest amount. Add any foreign tax credit amounts if applicable. Attach the schedule to the front of your 1040 before signing.

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After you file

  1. 1Keep copies of all interest statements and the filed schedule.
  2. 2Monitor the IRS account for acceptance or rejection notices.
  3. 3If a notice arrives, compare the reported amounts with your source documents.
  4. 4Amend the return with Form 1040X if you discover a mistake.
  5. 5Store electronic PDFs in a secure, backed‑up folder.
  6. 6Track any foreign tax credit carryovers for future years.

Sources

  • SRCForm 1040S8 title and purposeIRS official PDF
  • SRCAttachment requirementIRS 1040 instructions
  • SRCDeadline alignmentIRS tax calendar
  • SRCNo filing feeIRS fee schedule
  • SRCSignature ruleIRS attachment guidelines
  • SRCEdition date locationtop of the form PDF
  • SRCMailing address1040 instructions page for each state
  • SRCElectronic filing methodIRS e‑file specifications

Common confusion points

Interest vs. dividends

Both appear on 1099 but go to different schedules

→ Verify line numbers

Foreign interest reporting threshold

Unclear when Schedule B is also needed

→ Check IRS Publication 514

E‑fil vs. paper attachment

Some software may omit the schedule

→ Confirm inclusion in the final PDF

Payer EIN requirement

Not always listed on foreign statements

→ Use “Not applicable” if unavailable

Multiple interest sources

May exceed one schedule page

→ Use additional pages and label clearly

Workflow map

Related forms and next steps

5 signals

Before

Gather 1099‑INT, foreign statements, municipal bond statements

Current

1040S8

After

Form 1116 (if foreign tax credit claimed)

Often used with

Form 1040 (main return)Schedule B (if total interest > $1,500)

⚠ If something goes wrong

  • IRS Notice CP2000 – review reported amounts

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Source transparency

Copyright & Licensing - US Government Forms

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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