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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. 

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Countries and Languages

CountriesLanguages
USAEnglish

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Extracted Fields

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Form Information

FieldDescription
FormSpecifies whether the form is 1040 or 1040-SR. Possible values: 1040, 1040-SR.
YearIndicates the year of the form.
Filing StatusThe 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 ChildThe name of the taxpayer’s spouse or child.

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Taxpayer Information

FieldDescription
First NameThe taxpayer’s first name.
Last NameThe taxpayer’s last name.
SSNThe taxpayer’s social security number.

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Spouse Information

FieldDescription
Spouse’s First NameThe name and social security number of the taxpayer’s spouse (if filing jointly).
Spouse’s Last NameThe name and social security number of the taxpayer’s spouse (if filing jointly).
Spouse’s SSNThe name and social security number of the taxpayer’s spouse (if filing jointly).

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Address

FieldDescription
Home AddressThe taxpayer’s address.
Apartment NumberThe taxpayer’s address.
City Town or Post Office State and ZIP Code (outdated)The taxpayer’s address.
City Town or Post OfficeThe taxpayer’s address.
StateThe taxpayer’s address.
ZIP CodeThe taxpayer’s address.
Foreign Country NameThe taxpayer’s address.
Foreign Province or State or CountryThe taxpayer’s address.
Foreign Postal CodeThe taxpayer’s address.

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Basic Information

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Full-Year Health Care Coverage (outdated)Indicates whether the taxpayer has health insurance coverage.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

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Presidential Election Campaign

FieldDescription
YouIndicates whether payments have been made to a Presidential election camping fund by the taxpayer or his/her spouse (if filing jointly).
SpouseIndicates whether payments have been made to a Presidential election camping fund by the taxpayer or his/her spouse (if filing jointly).

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Standard Deduction

FieldDescription
You as a DependentIndicates whether the taxpayer and/or their spouse can be claimed as dependents.
Your Spouse as a DependentIndicates whether the taxpayer and/or their spouse can be claimed as dependents.
Separate Return or Dual-Status AlienIndicates 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).

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Age or Blindness - You

FieldDescription
Born Before January 2, 1957Indicates 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.
BlindIndicates 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.

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Age or Blindness - Spouse

FieldDescription
Born Before January 2, 1957Indicates 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.
BlindIndicates 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.

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Dependents

FieldDescription
More than Four DependentsIndicated whether the taxpayer has more than four dependents.

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Dependents (repeating group)

FieldDescription
Full NameInformation about the dependents.
SSNInformation about the dependents.
RelationshipInformation about the dependents.
Child Tax CreditInformation about the dependents.
Credit for Other DependentsInformation about the dependents.

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Income Information

FieldDescription
Wages Salaries TipsThe taxpayer’s income and payments.
Other Income from Schedule 1The taxpayer’s income and payments.
Total IncomeThe taxpayer’s income and payments.

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Tax-Exempt Interest Group

FieldDescription
Tax-Exempt InterestThe taxpayer’s income and payments.
Taxable InterestThe taxpayer’s income and payments.

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Dividends Group

FieldDescription
Qualified DividendsThe taxpayer’s income and payments.
Ordinary DividendsThe taxpayer’s income and payments.

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IRAs Pensions and Annuities Group (outdated)

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

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IRA Distributions Group

FieldDescription
IRA DistributionsThe taxpayer’s income and payments.
Taxable AmountThe taxpayer’s income and payments.

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Pensions and Annuities Group

FieldDescription
Pensions and AnnuitiesThe taxpayer’s income and payments.
Taxable AmountThe taxpayer’s income and payments.

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Social Security Benefits Group

FieldDescription
Social Security BenefitsThe taxpayer’s income and payments.
Taxable AmountThe taxpayer’s income and payments.

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Capital Gain or Loss Group

FieldDescription
Capital Gain or LossThe taxpayer’s income and payments.
Schedule D Not RequiredThe taxpayer’s income and payments.

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Adjustments to Income

FieldDescription
From Schedule 1The 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 IncomeThe taxpayer’s income and payments.

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Taxable Income Group

FieldDescription
Standard Deduction or Itemized DeductionsThe taxpayer’s income and payments.
Charitable ContributionsThe taxpayer’s income and payments.
Partial SumThe taxpayer’s income and payments.
Qualified Business Income DeductionThe taxpayer’s income and payments.
Total DeductionThe taxpayer’s income and payments.
Taxable IncomeThe taxpayer’s income and payments.

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Tax Group

FieldDescription
TaxThe taxpayer’s income and payments.
Form 8814The taxpayer’s income and payments.
Form 4972The taxpayer’s income and payments.
Other FormThe taxpayer’s income and payments.
Other Form NameThe taxpayer’s income and payments.
Amount from Schedule 2 Check (outdated)The taxpayer’s income and payments.
Amount from Schedule 2The taxpayer’s income and payments.
Group TotalThe taxpayer’s income and payments.

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Child Tax Credit Group

FieldDescription
Child Tax CreditThe taxpayer’s income and payments.
Amount from Schedule 3 Check (outdated)The taxpayer’s income and payments.
Amount from Schedule 3The taxpayer’s income and payments.
Group TotalThe taxpayer’s income and payments.

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Tax Calculations

FieldDescription
Tax minus Child Tax CreditThe taxpayer’s income and payments.
Other Taxes Including Self-Employment TaxThe taxpayer’s income and payments.
Total TaxThe taxpayer’s income and payments.

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Federal Income Tax Group

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

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Tax Payments and Credits

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

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Earned Income Credit

FieldDescription
Earned Income CreditThe taxpayer’s income and payments.
Qualified to Claim the EICThe taxpayer’s income and payments.
Combat Pay ElectionThe taxpayer’s income and payments.
Prior Year Earned IncomeThe taxpayer’s income and payments.

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Payment Resolution

FieldDescription
Overpaid AmountThe taxpayer’s overpaid amount and debts.
Overpaid Amount to be Applied to Next Year Estimated TaxThe taxpayer’s overpaid amount and debts.
Owed AmountThe taxpayer’s overpaid amount and debts.
Estimated Tax PenaltyThe taxpayer’s overpaid amount and debts.

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Refund Group

FieldDescription
Form 8888 AttachedSpecifies whether the Form 8888 is attached.
Refundable Amount/RefundedThe refund amount.
Routing NumberThe number of the bank’s branch where the account was opened.
TypeThe type of account. Possible values: Checking, Saving.
Account NumberThe number of the account.

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Third Party Designee

FieldDescription
Another Person Can Discuss with IRSThe contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.
Designee’s NameThe contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.
Phone NumberThe contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.
PINThe contact information of the taxpayer’s representative that is authorized to discuss the taxpayer’s return with the IRS.

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Signature

FieldDescription
DateThe taxpayer’s signature.
OccupationThe taxpayer’s signature.
Identity Protection PINThe taxpayer’s signature.

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Spouse’s Signature

FieldDescription
DateThe spouse’s signature (if filing jointly).
OccupationThe spouse’s signature (if filing jointly).
Identity Protection PINThe spouse’s signature (if filing jointly).
Phone NumberThe spouse’s signature (if filing jointly).
Email AddressThe spouse’s signature (if filing jointly).

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Preparer

FieldDescription
Preparer’s NameDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).
DateDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).
PTINDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Firm’s NameDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Firm’s AddressDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Phone NumberDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).
Firm’s EINDetails 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-EmployedDetails of the preparer of the tax return (if the return is completed and filed by a paid preparer).

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Key Fields

  • First Name
  • Last Name
  • SSN
  • Signature/Date

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Validation Rules

RuleDescription
Check YearChecks 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 CodeChecks for non-numeric values and replaces them with empty strings in Refund Group/Account Number, Refund Group/Routing Number, Signature/Identity Proteection PIN, Spouse’s Signature/Identity Protection PIN, SSN, and Spouse/Spouse’s SSN. For example, SSN 555-55-5555 changes to 555555555.
Clean EmailChecks for incorrect values in the Spouse’s Signature/Email Address field and replaces them with supported values. For example, Email Address [email protected] changes to [email protected].
Form Type CheckChecks that the form is either Form 1040 and/or Form 1040-SR.