Know Your Customer
Form 1040, U.S. Individual Income Tax Return, 2018-2021
The Form 1040 model extracts data from U.S. Individual Income Tax Returns for tax years 2018-2021.
Extracted Fields
Field Name | Description |
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Filing Information | Information about the tax return filing. |
Tax Year | The tax year for which the return is being filed. |
Filing Status | The filing status selected on the return. |
Form | Specifies whether the form is 1040 or 1040-SR. |
Name of MFS Spouse or HOH or QW Child | The name of the taxpayer’s spouse or child. |
First Name | The taxpayer’s first name. |
Last Name | The taxpayer’s last name. |
SSN | The taxpayer’s social security number. |
Spouse | Information about the taxpayer’s spouse (if filing jointly). |
First Name | The spouse’s first name. |
Last Name | The spouse’s last name. |
SSN | The spouse’s social security number. |
Address | The taxpayer’s address information. |
Home Address | The street address. |
Apartment Number | The apartment or unit number. |
City Town or Post Office | The city, town, or post office. |
State | The state or province. |
ZIP Code | The ZIP or postal code. |
Foreign Country Name | The foreign country name (if applicable). |
Foreign Province or State | The foreign province or state (if applicable). |
Foreign Postal Code | The foreign postal code (if applicable). |
Dependents (repeating group) | Information about the dependents. |
Full Name | The dependent’s full name. |
SSN | The dependent’s social security number. |
Relationship | The dependent’s relationship to the taxpayer. |
Child Tax Credit | Indicates if the dependent qualifies for the Child Tax Credit. |
Credit for Other Dependents | Indicates if the dependent qualifies for Credit for Other Dependents. |
Wages Salaries Tips | Information about wages, salaries, and tips. |
Tax-Exempt Interest Group | Interest income information. |
Tax-Exempt Interest | Tax-exempt interest income. |
Taxable Interest | Taxable interest income. |
Dividends Group | Dividend income information. |
Qualified Dividends | Qualified dividend income. |
Ordinary Dividends | Ordinary dividend income. |
IRAs Pensions and Annuities Group (outdated) | IRA, pension, and annuity information (outdated). |
IRAs Pensions and Annuities (outdated) | IRA, pension, and annuity amounts (outdated). |
Taxable Amount (outdated) | Taxable amount of IRA, pension, and annuity distributions (outdated). |
IRA Distributions Group | IRA distribution information. |
IRA Distributions | IRA distribution amounts. |
Taxable Amount | Taxable amount of IRA distributions. |
Pensions and Annuities Group | Pension and annuity information. |
Pensions and Annuities | Pension and annuity amounts. |
Taxable Amount | Taxable amount of pensions and annuities. |
Social Security Benefits Group | Social security benefits information. |
Social Security Benefits | Social security benefit amounts. |
Taxable Amount | Taxable amount of social security benefits. |
Capital Gain or Loss Group | Capital gains information. |
Capital Gain or Loss | Capital gain or loss amount. |
Schedule D Not Required | Indicates if Schedule D is not required. |
Amount from Schedule 1 Line 22 (outdated) | Amount from Schedule 1 Line 22 (outdated). |
Other Income from Schedule 1 | Other income reported on Schedule 1. |
Total Income | Total income from all sources. |
Adjustments to Income Group | Income adjustment information. |
From Schedule 1 | Adjustments from Schedule 1. |
Charitable Contributions (outdated) | Charitable contribution adjustments (outdated). |
Total Adjustments to Income (outdated) | Total income adjustments (outdated). |
Adjusted Gross Income | Adjusted gross income amount. |
Taxable Income Group | Information for calculating taxable income. |
Standard Deduction or Itemized Deductions | Standard or itemized deduction amount. |
Charitable Contributions | Charitable contribution deductions. |
Partial Sum | Partial sum in tax calculation. |
Qualified Business Income Deduction | Qualified business income deduction amount. |
Total Deduction | Total deduction amount. |
Taxable Income | Final taxable income amount. |
Tax Group | Tax calculation information. |
Tax | Tax amount. |
Form 8814 | Indicates if Form 8814 is used. |
Form 4972 | Indicates if Form 4972 is used. |
Other Form | Indicates if another form is used. |
Other Form Name | Name of other form used. |
Amount from Schedule 2 Check (outdated) | Amount from Schedule 2 verification (outdated). |
Amount from Schedule 2 | Amount from Schedule 2. |
Group Total | Total tax amount. |
Child Tax Credit Group | Child tax credit information. |
Child Tax Credit | Child tax credit amount. |
Amount from Schedule 3 Check (outdated) | Amount from Schedule 3 verification (outdated). |
Amount from Schedule 3 | Amount from Schedule 3. |
Group Total | Total credit amount. |
Tax minus Child Tax Credit | Tax amount after subtracting child tax credit. |
Other Taxes Including Self-Employment Tax | Additional tax amounts including self-employment tax. |
Total Tax | Total tax liability. |
Federal Income Tax Withheld from Forms W-2 and 1099 (outdated) | Federal income tax withholding (outdated). |
Federal Income Tax Group | Federal income tax withholding information. |
Form W-2 | Tax withheld from Form W-2. |
Form 1099 | Tax withheld from Form 1099. |
Other Forms | Tax withheld from other forms. |
Group Total | Total federal income tax withheld. |
This Year Estimated Tax Payments and Amount Applied from Last Year Return | Current year estimated tax payments and prior year credit. |
Earned Income Credit | Earned income credit information. |
Earned Income Credit | Earned income credit amount. |
Qualified to Claim the EIC | Eligibility for earned income credit. |
Combat Pay Election | Combat pay election for EIC calculation. |
Prior Year Earned Income | Prior year income for EIC calculation. |
Additional Child Tax Credit (Schedule 8812) | Additional child tax credit amount. |
American Opportunity Credit from Form 8863 | Education credit amount. |
Recovery Rebate Credit | Recovery rebate credit amount. |
Amount from Schedule 5 (outdated) | Amount from Schedule 5 (outdated). |
Amount from Schedule 3 | Amount from Schedule 3. |
Total Other Payments and Refundable Credits | Total of additional payments and credits. |
Total Payments | Total payments made. |
Overpaid Amount | Amount overpaid. |
Refund Group | Refund information. |
Form 8888 Attached | Indicates if Form 8888 is attached. |
Refundable Amount/Refunded | Amount to be refunded. |
Routing Number | Bank routing number. |
Type | Account type (Checking or Saving). |
Account Number | Bank account number. |
Overpaid Amount to be Applied to Next Year Estimated Tax | Amount of overpayment to apply to next year’s estimated tax. |
Owed Amount | Amount owed to IRS. |
Estimated Tax Penalty | Estimated tax penalty amount. |
Third Party Designee | Third party representative information. |
Another Person Can Discuss with IRS | Permission for third party to discuss with IRS. |
Designee’s Name | Name of the designated representative. |
Phone Number | Phone number of the representative. |
PIN | Personal Identification Number. |
Signature | Taxpayer signature information. |
Date | Date of signature. |
Occupation | Taxpayer’s occupation. |
Identity Protection PIN | Identity Protection PIN. |
Spouse’s Signature | Spouse’s signature information (if filing jointly). |
Date | Date of spouse’s signature. |
Occupation | Spouse’s occupation. |
Identity Protection PIN | Spouse’s Identity Protection PIN. |
Phone Number | Spouse’s phone number. |
Email Address | Spouse’s email address. |
Preparer | Tax preparer information. |
Preparer’s Name | Name of the tax preparer. |
Date | Date prepared. |
PTIN | Preparer Tax Identification Number. |
Firm’s Name | Name of the preparation firm. |
Firm’s Address | Address of the preparation firm. |
Phone Number | Firm’s phone number. |
Firm’s EIN | Firm’s Employer Identification Number. |
Third Party Designee (outdated) | Third party designee information (outdated). |
Self-Employed | Indicates if the preparer is self-employed. |
Supported Languages
Countries | Languages |
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Global | English |
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