Extracted Fields

Field NameDescription
Filing InformationInformation about the tax return filing.
  Tax YearThe tax year for which the return is being filed.
  Filing StatusThe filing status selected on the return.
FormSpecifies whether the form is 1040 or 1040-SR.
Name of MFS Spouse or HOH or QW ChildThe name of the taxpayer’s spouse or child.
First NameThe taxpayer’s first name.
Last NameThe taxpayer’s last name.
SSNThe taxpayer’s social security number.
SpouseInformation about the taxpayer’s spouse (if filing jointly).
  First NameThe spouse’s first name.
  Last NameThe spouse’s last name.
  SSNThe spouse’s social security number.
AddressThe taxpayer’s address information.
  Home AddressThe street address.
  Apartment NumberThe apartment or unit number.
  City Town or Post OfficeThe city, town, or post office.
  StateThe state or province.
  ZIP CodeThe ZIP or postal code.
  Foreign Country NameThe foreign country name (if applicable).
  Foreign Province or StateThe foreign province or state (if applicable).
  Foreign Postal CodeThe foreign postal code (if applicable).
Dependents (repeating group)Information about the dependents.
  Full NameThe dependent’s full name.
  SSNThe dependent’s social security number.
  RelationshipThe dependent’s relationship to the taxpayer.
  Child Tax CreditIndicates if the dependent qualifies for the Child Tax Credit.
  Credit for Other DependentsIndicates if the dependent qualifies for Credit for Other Dependents.
Wages Salaries TipsInformation about wages, salaries, and tips.
Tax-Exempt Interest GroupInterest income information.
  Tax-Exempt InterestTax-exempt interest income.
  Taxable InterestTaxable interest income.
Dividends GroupDividend income information.
  Qualified DividendsQualified dividend income.
  Ordinary DividendsOrdinary 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IRAs Pensions and Annuities Group (outdated)IRA, pension, and annuity information (outdated).
  IRAs Pensions and Annuities (outdated)IRA, pension, and annuity amounts (outdated).
  Taxable Amount (outdated)Taxable amount of IRA, pension, and annuity distributions (outdated).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 GroupIRA distribution information.
  IRA DistributionsIRA distribution amounts.
  Taxable AmountTaxable amount of IRA distributions.
Pensions and Annuities GroupPension and annuity information.
  Pensions and AnnuitiesPension and annuity amounts.
  Taxable AmountTaxable amount of pensions and annuities.
Social Security Benefits GroupSocial security benefits information.
  Social Security BenefitsSocial security benefit amounts.
  Taxable AmountTaxable amount of social security benefits.
Capital Gain or Loss GroupCapital gains information.
  Capital Gain or LossCapital gain or loss amount.
  Schedule D Not RequiredIndicates if Schedule D is not required.
Amount from Schedule 1 Line 22 (outdated)Amount from Schedule 1 Line 22 (outdated).
Other Income from Schedule 1Other income reported on Schedule 1.
Total IncomeTotal income from all sources.
Adjustments to Income GroupIncome adjustment information.
  From Schedule 1Adjustments from Schedule 1.
  Charitable Contributions (outdated)Charitable contribution adjustments (outdated).
  Total Adjustments to Income (outdated)Total income adjustments (outdated).
Adjusted Gross IncomeAdjusted gross income amount.
Taxable Income GroupInformation for calculating taxable income.
  Standard Deduction or Itemized DeductionsStandard or itemized deduction amount.
  Charitable ContributionsCharitable contribution deductions.
  Partial SumPartial sum in tax calculation.
  Qualified Business Income DeductionQualified business income deduction amount.
  Total DeductionTotal deduction amount.
  Taxable IncomeFinal taxable income amount.
Tax GroupTax calculation information.
  TaxTax amount.
  Form 8814Indicates if Form 8814 is used.
  Form 4972Indicates if Form 4972 is used.
  Other FormIndicates if another form is used.
  Other Form NameName of other form used.
  Amount from Schedule 2 Check (outdated)Amount from Schedule 2 verification (outdated).
  Amount from Schedule 2Amount from Schedule 2.
  Group TotalTotal tax amount.
Child Tax Credit GroupChild tax credit information.
  Child Tax CreditChild tax credit amount.
  Amount from Schedule 3 Check (outdated)Amount from Schedule 3 verification (outdated).
  Amount from Schedule 3Amount from Schedule 3.
  Group TotalTotal credit amount.
Tax minus Child Tax CreditTax amount after subtracting child tax credit.
Other Taxes Including Self-Employment TaxAdditional tax amounts including self-employment tax.
Total TaxTotal tax liability.
Federal Income Tax Withheld from Forms W-2 and 1099 (outdated)Federal income tax withholding (outdated).
Federal Income Tax GroupFederal income tax withholding information.
  Form W-2Tax withheld from Form W-2.
  Form 1099Tax withheld from Form 1099.
  Other FormsTax withheld from other forms.
  Group TotalTotal federal income tax withheld.
This Year Estimated Tax Payments and Amount Applied from Last Year ReturnCurrent year estimated tax payments and prior year credit.
Earned Income CreditEarned income credit information.
  Earned Income CreditEarned income credit amount.
  Qualified to Claim the EICEligibility for earned income credit.
  Combat Pay ElectionCombat pay election for EIC calculation.
  Prior Year Earned IncomePrior year income for EIC calculation.
Additional Child Tax Credit (Schedule 8812)Additional child tax credit amount.
American Opportunity Credit from Form 8863Education credit amount.
Recovery Rebate CreditRecovery rebate credit amount.
Amount from Schedule 5 (outdated)Amount from Schedule 5 (outdated).
Amount from Schedule 3Amount from Schedule 3.
Total Other Payments and Refundable CreditsTotal of additional payments and credits.
Total PaymentsTotal payments made.
Overpaid AmountAmount overpaid.
Refund GroupRefund information.
  Form 8888 AttachedIndicates if Form 8888 is attached.
  Refundable Amount/RefundedAmount to be refunded.
  Routing NumberBank routing number.
  TypeAccount type (Checking or Saving).
  Account NumberBank account number.
Overpaid Amount to be Applied to Next Year Estimated TaxAmount of overpayment to apply to next year’s estimated tax.
Owed AmountAmount owed to IRS.
Estimated Tax PenaltyEstimated tax penalty amount.
Third Party DesigneeThird party representative information.
  Another Person Can Discuss with IRSPermission for third party to discuss with IRS.
  Designee’s NameName of the designated representative.
  Phone NumberPhone number of the representative.
  PINPersonal Identification Number.
SignatureTaxpayer signature information.
  DateDate of signature.
  OccupationTaxpayer’s occupation.
  Identity Protection PINIdentity Protection PIN.
Spouse’s SignatureSpouse’s signature information (if filing jointly).
  DateDate of spouse’s signature.
  OccupationSpouse’s occupation.
  Identity Protection PINSpouse’s Identity Protection PIN.
  Phone NumberSpouse’s phone number.
  Email AddressSpouse’s email address.
PreparerTax preparer information.
  Preparer’s NameName of the tax preparer.
  DateDate prepared.
  PTINPreparer Tax Identification Number.
  Firm’s NameName of the preparation firm.
  Firm’s AddressAddress of the preparation firm.
  Phone NumberFirm’s phone number.
  Firm’s EINFirm’s Employer Identification Number.
  Third Party Designee (outdated)Third party designee information (outdated).
  Self-EmployedIndicates if the preparer is self-employed.

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