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The Form 1040, U.S. Individual Income Tax Return, 2022, 2023 skill extracts key data from 1040 and 1040-SR tax forms for years 2022 and 2023.  Form 1040, U.S. Individual Income Tax Return, 2022, 2023 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.
Tax Year Beginning DateThe beginning date of the tax year.
Tax Year Ending DateThe ending date of the tax year.
Filing StatusThe taxpayer’s filing status. Possible values: Single, Married filing jointly, Married filing separately (MFS), Head of household (HOH), Qualifying surviving spouse (QSS).
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 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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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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Digital Assets

FieldDescription
Digital AssetsIndicates whether there was any income related to virtual currencies for the reporting period. Possible values: Yes, No.

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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
Individual is 65 Years of Age or Over as of January 2 of the Current Year.Indicates if the taxpayer is 65 years or older as of January 2 of the current year.
BlindIndicates if the taxpayer is blind.

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Age or Blindness - Spouse

FieldDescription
Individual is 65 Years of Age or Over as of January 2 of the Current YearIndicates if the spouse is 65 years or older as of January 2 of the current year.
BlindIndicates if the spouse 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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Box 1 Group - Wages and Income

FieldDescription
Box 1a - Total Amount from Form W-2 Box 1The taxpayer’s income and payments.
Box 1b - Household Employee WagesThe taxpayer’s income and payments.
Box 1c - Tip IncomeThe taxpayer’s income and payments.
Box 1d - Medicaid Waiver PaymentsThe taxpayer’s income and payments.
Box 1e - Taxable Dependent Care Benefits from Form 2441The taxpayer’s income and payments.
Box 1f - Employer-Provided Adoption Benefits from Form 8839The taxpayer’s income and payments.
Box 1g - Wages from Form 8919The taxpayer’s income and payments.
Box 1h - Other Earned IncomeThe taxpayer’s income and payments.
Box 1i - Nontaxable Combat Pay ElectionThe taxpayer’s income and payments.
Box 1z - Group TotalThe taxpayer’s income and payments.

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Box 2 Group - Interest

FieldDescription
Box 2a - Tax-Exempt InterestThe taxpayer’s income and payments.
Box 2b - Taxable InterestThe taxpayer’s income and payments.

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Box 3 Group - Dividends

FieldDescription
Box 3a - Qualified DividendsThe taxpayer’s income and payments.
Box 3b - Ordinary DividendsThe taxpayer’s income and payments.

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Box 4 Group - IRA Distributions

FieldDescription
Box 4a - IRA DistributionsThe taxpayer’s income and payments.
Box 4b - Taxable AmountThe taxpayer’s income and payments.

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Box 5 Group - Pensions and Annuities

FieldDescription
Box 5a - Pensions and AnnuitiesThe taxpayer’s income and payments.
Box 5b - Taxable AmountThe taxpayer’s income and payments.

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Box 6 Group - Social Security Benefits

FieldDescription
Box 6a - Social Security BenefitsThe taxpayer’s income and payments.
Box 6b - Taxable AmountThe taxpayer’s income and payments.
Box 6c - Use the Lump-Sum Election MethodThe taxpayer’s income and payments.

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Box 7 Group - Capital Gains

FieldDescription
Schedule D Not RequiredThe taxpayer’s income and payments.
Box 7 - Capital Gain or LossThe taxpayer’s income and payments.

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Income Summary

FieldDescription
Box 8 - Other Income from Schedule 1The taxpayer’s income and payments.
Box 9 - Total IncomeThe taxpayer’s income and payments.
Box 10 - Adjustments to Income from Schedule 1The taxpayer’s income and payments.
Box 11 - Adjusted Gross IncomeThe taxpayer’s income and payments.

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Deductions

FieldDescription
Box 12 - Standard Deduction or Itemized DeductionsThe taxpayer’s income and payments.
Box 13 - Qualified Business Income DeductionThe taxpayer’s income and payments.
Box 14 - Total of Boxes 12 and 13The taxpayer’s income and payments.
Box 15 - Taxable IncomeThe taxpayer’s income and payments.

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Box 16 Group - Tax Calculation

FieldDescription
1 - Form 8814The taxpayer’s income and payments.
2 - Form 4972The taxpayer’s income and payments.
3 - Other FormThe taxpayer’s income and payments.
3 - Other Form NameThe taxpayer’s income and payments.
Box 16 - TaxThe taxpayer’s income and payments.

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Tax and Credits

FieldDescription
Box 17 - Amount from Schedule 2The taxpayer’s income and payments.
Box 18 - Total of Boxes 16 and 17The taxpayer’s income and payments.
Box 19 - Child Tax CreditThe taxpayer’s income and payments.
Box 20 - Amount from Schedule 3The taxpayer’s income and payments.
Box 21 - Total of Boxes 19 and 20The taxpayer’s income and payments.
Box 22 - Tax Minus Child Tax CreditThe taxpayer’s income and payments.
Box 23 - Other Taxes Including Self-Employment TaxThe taxpayer’s income and payments.
Box 24 - Total TaxThe taxpayer’s income and payments.

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Box 25 Group - Federal Income Tax Withheld

FieldDescription
Box 25a - Form W-2The taxpayer’s income and payments.
Box 25b - Form 1099The taxpayer’s income and payments.
Box 25c - Other FormsThe taxpayer’s income and payments.
Box 25d - Group TotalThe taxpayer’s income and payments.

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Payments and Credits

FieldDescription
Box 26 - Current Year’s Estimated Tax Payments and Amount Applied from Last Year’s ReturnThe taxpayer’s income and payments.
Box 27 - Earned Income CreditThe taxpayer’s income and payments.
Box 28 - Additional Child Tax Credit from Schedule 8812The taxpayer’s income and payments.
Box 29 - American Opportunity Credit from Form 8863The taxpayer’s income and payments.
Box 31 - Amount from Schedule 3The taxpayer’s income and payments.
Box 32 - Total Other Payments and Refundable CreditsThe taxpayer’s income and payments.
Box 33 - Total PaymentsThe taxpayer’s income and payments.
Box 34 - Overpaid AmountThe taxpayer’s income and payments.

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Box 35 Group - Refund Information

FieldDescription
Box 35a - Form 8888 AttachedSpecifies whether the Form 8888 is attached.
Box 35a - Refundable AmountThe refund amount.
Box 35b - Routing NumberThe number of the bank’s branch where the account was opened.
CheckingThe type of account. Possible values: Checking, Saving.
SavingThe type of account. Possible values: Checking, Saving.
Box 35d - Account NumberThe number of the account.

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Payment Resolution

FieldDescription
Box 36 - Overpaid Amount to be Applied to Next Year’s Estimated TaxThe taxpayer’s overpaid amounts and debts.
Box 37 - Owed AmountThe taxpayer’s overpaid amounts and debts.
Box 38 - Estimated Tax PenaltyThe taxpayer’s overpaid amounts and debts.

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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).
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
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].
Clean CodeChecks for non-numeric values and replaces them with empty strings in SSN, Third Party Designee/PIN, Signature/Identity Protection PIN, Spouse’s Signature/Identity Protection PIN, Spouse/Spouse’s SSN, Box 35 Group/Box 35b - Routing Number, and Box 35 Group/Box 35d - Account Number fields. For example, SSN 555-55-5555 changes to 555555555.
Clean YearChecks the value in the Year field. It converts 2-digit and 3-digit years (such as 22 or 022) into a 4-digit format (such as 2022). It assumes all 2-digit and 3-digit years are 2022 or 2023.
Form Type CheckChecks that the form is either Form 1040 and/or Form 1040-SR.
Check YearChecks the value in the Year field, which can only be 2022 or 2023. If the extracted field value is different, displays a message saying that the processed form is not supported by the skill.