Form 1040, US Individual Income Tax Return Skill

The Form 1040, U.S. Individual Income Tax Return skill extracts data from Forms 1040 and 1040-SR (for taxpayers age 65 or older) — the annual income tax returns US taxpayers file with the IRS, covering personal details, income, deductions, and the resulting tax owed or refund expected. This skill processes forms for tax years 2018 through 2021. The Form 1040, U.S. Individual Income Tax Return is a production skill. It has been fully trained on a large document set and provides high accuracy of data identification and extraction. The skill is ready to be used in production and does not require further training on your specific documents. Accuracy and straight-through processing (STP) rates can be further optimized in production through continuous learning from human-in-the-loop feedback. This skill recognizes handwritten text. The option is enabled by default. If you do not import handwritten forms, disable the Handwritten option in the skill settings.

Countries and Languages

Countries	Languages
USA	English

Extracted Fields

Form Information

Field	Description
Form	Specifies whether the form is 1040 or 1040-SR. Possible values: 1040, 1040-SR.
Year	Indicates the year of the form.
Filing Status	The taxpayer’s filing status. Possible values: Single, Married filing jointly, Married filing separately (MFS), Head of household (HOH), Qualifying widow(er) (QW).
Name of MFS Spouse or HOH or QW Child	The name of the taxpayer’s spouse or child.

Taxpayer Information

Field	Description
First Name	The taxpayer’s first name.
Last Name	The taxpayer’s last name.
SSN	The taxpayer’s social security number.

Spouse Information

Field	Description
Spouse’s First Name	The name and social security number of the taxpayer’s spouse (if filing jointly).
Spouse’s Last Name	The name and social security number of the taxpayer’s spouse (if filing jointly).
Spouse’s SSN	The name and social security number of the taxpayer’s spouse (if filing jointly).

Address

Field	Description
Home Address	The taxpayer’s address.
Apartment Number	The taxpayer’s address.
City Town or Post Office State and ZIP Code (outdated)	The taxpayer’s address.
City Town or Post Office	The taxpayer’s address.
State	The taxpayer’s address.
ZIP Code	The taxpayer’s address.
Foreign Country Name	The taxpayer’s address.
Foreign Province or State or Country	The taxpayer’s address.
Foreign Postal Code	The taxpayer’s address.

Basic Information

Field	Description
Full-Year Health Care Coverage (outdated)	Indicates whether the taxpayer has health insurance coverage.
Financial Interest in Virtual Currency During This Year	Indicates whether there was any income related to virtual currencies for the reporting period.

Presidential Election Campaign

Field	Description
You	Indicates whether payments have been made to a Presidential election campaign fund by the taxpayer or his/her spouse (if filing jointly).
Spouse	Indicates whether payments have been made to a Presidential election campaign fund by the taxpayer or his/her spouse (if filing jointly).

Standard Deduction

Field	Description
You as a Dependent	Indicates whether the taxpayer and/or their spouse can be claimed as dependents.
Your Spouse as a Dependent	Indicates whether the taxpayer and/or their spouse can be claimed as dependents.
Separate Return or Dual-Status Alien	Indicates whether the taxpayer is filing for separate returns and whether the taxpayer is a dual-status alien (both a U.S. resident alien and a nonresident alien in the same tax year).

Age or Blindness - You

Field	Description
Born Before January 2, 1957	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Born Before January 2, 1956 (outdated)	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Born Before January 2, 1955 (outdated)	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Born Before January 2, 1954 (outdated)	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Blind	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.

Age or Blindness - Spouse

Field	Description
Born Before January 2, 1957	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Born Before January 2, 1956 (outdated)	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Born Before January 2, 1955 (outdated)	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Born Before January 2, 1954 (outdated)	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.
Blind	Indicates whether the taxpayer or his/her spouse (if filing jointly) was born before January 2, 1957 / 1956 / 1955 / 1954 (depending on the year of the form), and whether he/she is blind.

Dependents

Field	Description
More than Four Dependents	Indicates whether the taxpayer has more than four dependents.

Dependents (repeating group)

Field	Description
Full Name	Information about the dependents.
SSN	Information about the dependents.
Relationship	Information about the dependents.
Child Tax Credit	Information about the dependents.
Credit for Other Dependents	Information about the dependents.

Income Information

Field	Description
Wages Salaries Tips	The taxpayer’s income and payments.
Other Income from Schedule 1	The taxpayer’s income and payments.
Total Income	The taxpayer’s income and payments.

Tax-Exempt Interest Group

Field	Description
Tax-Exempt Interest	The taxpayer’s income and payments.
Taxable Interest	The taxpayer’s income and payments.

Dividends Group

Field	Description
Qualified Dividends	The taxpayer’s income and payments.
Ordinary Dividends	The taxpayer’s income and payments.

IRAs Pensions and Annuities Group (outdated)

Field	Description
IRAs Pensions and Annuities (outdated)	The taxpayer’s income and payments.
Taxable Amount (outdated)	The taxpayer’s income and payments.

IRA Distributions Group

Field	Description
IRA Distributions	The taxpayer’s income and payments.
Taxable Amount	The taxpayer’s income and payments.

Pensions and Annuities Group

Field	Description
Pensions and Annuities	The taxpayer’s income and payments.
Taxable Amount	The taxpayer’s income and payments.

Field	Description
Social Security Benefits	The taxpayer’s income and payments.
Taxable Amount	The taxpayer’s income and payments.

Capital Gain or Loss Group

Field	Description
Capital Gain or Loss	The taxpayer’s income and payments.
Schedule D Not Required	The taxpayer’s income and payments.

Adjustments to Income

Field	Description
From Schedule 1	The taxpayer’s income and payments.
Charitable Contributions (outdated)	The taxpayer’s income and payments.
Total Adjustments to Income (outdated)	The taxpayer’s income and payments.
Adjusted Gross Income	The taxpayer’s income and payments.

Taxable Income Group

Field	Description
Standard Deduction or Itemized Deductions	The taxpayer’s income and payments.
Charitable Contributions	The taxpayer’s income and payments.
Partial Sum	The taxpayer’s income and payments.
Qualified Business Income Deduction	The taxpayer’s income and payments.
Total Deduction	The taxpayer’s income and payments.
Taxable Income	The taxpayer’s income and payments.

Tax Group

Field	Description
Tax	The taxpayer’s income and payments.
Form 8814	The taxpayer’s income and payments.
Form 4972	The taxpayer’s income and payments.
Other Form	The taxpayer’s income and payments.
Other Form Name	The taxpayer’s income and payments.
Amount from Schedule 2 Check (outdated)	The taxpayer’s income and payments.
Amount from Schedule 2	The taxpayer’s income and payments.
Group Total	The taxpayer’s income and payments.

Child Tax Credit Group

Field	Description
Child Tax Credit	The taxpayer’s income and payments.
Amount from Schedule 3 Check (outdated)	The taxpayer’s income and payments.
Amount from Schedule 3	The taxpayer’s income and payments.
Group Total	The taxpayer’s income and payments.

Tax Calculations

Field	Description
Tax minus Child Tax Credit	The taxpayer’s income and payments.
Other Taxes Including Self-Employment Tax	The taxpayer’s income and payments.
Total Tax	The taxpayer’s income and payments.

Federal Income Tax Group

Field	Description
Federal Income Tax Withheld from Forms W-2 and 1099 (outdated)	The taxpayer’s income and payments.
Form W-2	The taxpayer’s income and payments.
Form 1099	The taxpayer’s income and payments.
Other Forms	The taxpayer’s income and payments.
Group Total	The taxpayer’s income and payments.

Tax Payments and Credits

Field	Description
This Year Estimated Tax Payments and Amount Applied from Last Year Return	The taxpayer’s income and payments.
Additional Child Tax Credit (Schedule 8812)	The taxpayer’s income and payments.
American Opportunity Credit from Form 8863	The taxpayer’s income and payments.
Recovery Rebate Credit	The taxpayer’s income and payments.
Amount from Schedule 5 (outdated)	The taxpayer’s income and payments.
Amount from Schedule 3	The taxpayer’s income and payments.
Total Other Payments and Refundable Credits	The taxpayer’s income and payments.
Total Payments	The taxpayer’s income and payments.

Earned Income Credit

Field	Description
Earned Income Credit	The taxpayer’s income and payments.
Qualified to Claim the EIC	The taxpayer’s income and payments.
Combat Pay Election	The taxpayer’s income and payments.
Prior Year Earned Income	The taxpayer’s income and payments.

Payment Resolution

Field	Description
Overpaid Amount	The taxpayer’s overpaid amount and debts.
Overpaid Amount to be Applied to Next Year Estimated Tax	The taxpayer’s overpaid amount and debts.
Owed Amount	The taxpayer’s overpaid amount and debts.
Estimated Tax Penalty	The taxpayer’s overpaid amount and debts.

Refund Group

Field	Description
Form 8888 Attached	Specifies whether the Form 8888 is attached.
Refundable Amount/Refunded	The refund amount.
Routing Number	The number of the bank’s branch where the account was opened.
Type	The type of account. Possible values: Checking, Saving.
Account Number	The number of the account.

Third Party Designee

Field	Description
Another Person Can Discuss with IRS	The contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.
Designee’s Name	The contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.
Phone Number	The contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.
PIN	The contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.

Signature

Field	Description
Date	The taxpayer’s signature.
Occupation	The taxpayer’s signature.
Identity Protection PIN	The taxpayer’s signature.

Spouse’s Signature

Field	Description
Date	The spouse’s signature (if filing jointly).
Occupation	The spouse’s signature (if filing jointly).
Identity Protection PIN	The spouse’s signature (if filing jointly).
Phone Number	The spouse’s signature (if filing jointly).
Email Address	The spouse’s signature (if filing jointly).

Preparer

Field	Description
Preparer’s Name	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Date	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
PTIN	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Firm’s Name	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Firm’s Address	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Phone Number	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Firm’s EIN	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Third Party Designee (outdated)	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Self-Employed	Details of the preparer of the tax return (if the return is completed and filed by a paid preparer).

Key Fields

First Name
Last Name
SSN
Signature/Date

Validation Rules

Rule	Description
Check Year	Checks the value in the Year field, which can only be one of the following: 2018, 2019, 2020, 2021. If the extracted field value is different, displays a message saying that the processed form is not supported by the skill.
Clean Code	Checks for non-numeric values and replaces them with empty strings in Refund Group/Account Number, Refund Group/Routing Number, Signature/Identity Protection PIN, Spouse’s Signature/Identity Protection PIN, SSN, and Spouse/Spouse’s SSN. For example, SSN 555-55-5555 changes to 555555555.
Clean Email	Checks for incorrect values in the Spouse’s Signature/Email Address field and replaces them with supported values. For example, Email Address joe@mail.com changes to joe@gmail.com.
Form Type Check	Checks that the form is either Form 1040 and/or Form 1040-SR.

​Countries and Languages

​Extracted Fields

​Form Information

​Taxpayer Information

​Spouse Information

​Address

​Basic Information

​Presidential Election Campaign

​Standard Deduction

​Age or Blindness - You

​Age or Blindness - Spouse

​Dependents

​Dependents (repeating group)

​Income Information

​Tax-Exempt Interest Group

​Dividends Group

​IRAs Pensions and Annuities Group (outdated)

​IRA Distributions Group

​Pensions and Annuities Group

​Social Security Benefits Group

​Capital Gain or Loss Group

​Adjustments to Income

​Taxable Income Group

​Tax Group

​Child Tax Credit Group

​Tax Calculations

​Federal Income Tax Group

​Tax Payments and Credits

​Earned Income Credit

​Payment Resolution

​Refund Group

​Third Party Designee

​Signature

​Spouse’s Signature

​Preparer

​Key Fields

​Validation Rules