Know Your Customer
Form 1040, U.S. Individual Income Tax Return, 2022
The Form 1040 model extracts data from U.S. Individual Income Tax Returns for tax year 2022.
Extracted Fields
Field Name | Description |
---|---|
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). |
Presidential Election Campaign | Indicates whether payments have been made to a Presidential election campaign fund. |
You | The taxpayer’s election campaign contribution. |
Spouse | The spouse’s election campaign contribution (if filing jointly). |
Digital Assets | Indicates whether there was any income related to virtual currencies. |
Standard Deduction | Information about the taxpayer’s standard deduction eligibility. |
Someone Can Claim | Indicates whether the taxpayer and/or their spouse can be claimed as dependents. |
You as a Dependent | Whether the taxpayer can be claimed as a dependent. |
Your Spouse as a Dependent | Whether the spouse can be claimed as a dependent. |
Separate Return or Dual-Status Alien | Whether filing separate returns or is a dual-status alien. |
Age or Blindness | Age and blindness information for the taxpayer and spouse. |
You | Taxpayer’s age and blindness status. |
65 or Over | Whether taxpayer is 65 or older as of January 2 of current year. |
Blind | Whether taxpayer is blind. |
Spouse | Spouse’s age and blindness status. |
65 or Over | Whether spouse is 65 or older as of January 2 of current year. |
Blind | Whether spouse is blind. |
More than Four Dependents | Indicates whether the taxpayer has more than four dependents. |
Dependents (repeating group) | Information about the taxpayer’s 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. |
Box 1 Group | Information about wages, salaries, and tips. |
Box 1a | Total Amount from Form W-2 Box 1. |
Box 1b | Household Employee Wages. |
Box 1c | Tip Income. |
Box 1d | Medicaid Waiver Payments. |
Box 1e | Taxable Dependent Care Benefits from Form 2441. |
Box 1f | Employer-Provided Adoption Benefits from Form 8839. |
Box 1g | Wages from Form 8919. |
Box 1h | Other Earned Income. |
Box 1i | Nontaxable Combat Pay Election. |
Box 1z | Group Total. |
Box 2 Group | Interest income information. |
Box 2a | Tax-Exempt Interest. |
Box 2b | Taxable Interest. |
Box 3 Group | Dividend income information. |
Box 3a | Qualified Dividends. |
Box 3b | Ordinary Dividends. |
Box 4 Group | IRA distribution information. |
Box 4a | IRA Distributions. |
Box 4b | Taxable Amount. |
Box 5 Group | Pension and annuity information. |
Box 5a | Pensions and Annuities. |
Box 5b | Taxable Amount. |
Box 6 Group | Social security benefits information. |
Box 6a | Social Security Benefits. |
Box 6b | Taxable Amount. |
Box 6c | Use the Lump-Sum Election Method. |
Box 7 Group | Capital gains information. |
Schedule D Not Required | Indicates if Schedule D is not required. |
Box 7 | Capital Gain or Loss. |
Box 8 | Other Income from Schedule 1. |
Box 9 | Total Income. |
Box 10 | Adjustments to Income from Schedule 1. |
Box 11 | Adjusted Gross Income. |
Box 12 | Standard Deduction or Itemized Deductions. |
Box 13 | Qualified Business Income Deduction. |
Box 14 | Total of Boxes 12 and 13. |
Box 15 | Taxable Income. |
Box 16 Group | Tax calculation information. |
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 the other form used. |
Box 16 | Tax amount. |
Box 17 | Amount from Schedule 2. |
Box 18 | Total of Boxes 16 and 17. |
Box 19 | Child Tax Credit. |
Box 20 | Amount from Schedule 3. |
Box 21 | Total of Boxes 19 and 20. |
Box 22 | Tax Minus Child Tax Credit. |
Box 23 | Other Taxes Including Self-Employment Tax. |
Box 24 | Total Tax. |
Box 25 Group - Federal Income Tax | Federal income tax withholding information. |
Box 25a | Form W-2 withholding. |
Box 25b | Form 1099 withholding. |
Box 25c | Other Forms withholding. |
Box 25d | Group Total. |
Box 26 | 2022 Estimated Tax Payments and Amount Applied from 2021 Return. |
Box 27 | Earned Income Credit. |
Box 28 | Additional Child Tax Credit from Schedule 8812. |
Box 29 | American Opportunity Credit from Form 8863. |
Box 31 | Amount from Schedule 3. |
Box 32 | Total Other Payments and Refundable Credits. |
Box 33 | Total Payments. |
Box 34 | Overpaid Amount. |
Box 35 Group | Refund information. |
Box 35a - Form 8888 Attached | Specifies whether Form 8888 is attached. |
Box 35a - Refundable Amount | The refund amount. |
Box 35b - Routing Number | The bank’s routing number. |
Box 35c - Type | Account type (Checking or Saving). |
Box 35d - Account Number | The bank account number. |
Box 36 | Overpaid Amount to be Applied to 2023 Estimated Tax. |
Box 37 | Amount Owed. |
Box 38 | Estimated Tax Penalty. |
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. |
Self-Employed | Indicates if the preparer is self-employed. |
Supported Languages
Countries | Languages |
---|---|
Global | English |
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