Form 1040 (US Individual Income Tax Return), 2022-2023

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.

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.
Tax Year Beginning Date	The beginning date of the tax year.
Tax Year Ending Date	The ending date of the tax year.
Filing Status	The 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 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	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.

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).

Digital Assets

Field	Description
Digital Assets	Indicates whether there was any income related to virtual currencies for the reporting period. Possible values: Yes, No.

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
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.
Blind	Indicates if the taxpayer is blind.

Age or Blindness - Spouse

Field	Description
Individual is 65 Years of Age or Over as of January 2 of the Current Year	Indicates if the spouse is 65 years or older as of January 2 of the current year.
Blind	Indicates if the spouse 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.

Box 1 Group - Wages and Income

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

Box 2 Group - Interest

Field	Description
Box 2a - Tax-Exempt Interest	The taxpayer’s income and payments.
Box 2b - Taxable Interest	The taxpayer’s income and payments.

Box 3 Group - Dividends

Field	Description
Box 3a - Qualified Dividends	The taxpayer’s income and payments.
Box 3b - Ordinary Dividends	The taxpayer’s income and payments.

Box 4 Group - IRA Distributions

Field	Description
Box 4a - IRA Distributions	The taxpayer’s income and payments.
Box 4b - Taxable Amount	The taxpayer’s income and payments.

Box 5 Group - Pensions and Annuities

Field	Description
Box 5a - Pensions and Annuities	The taxpayer’s income and payments.
Box 5b - Taxable Amount	The taxpayer’s income and payments.

Field	Description
Box 6a - Social Security Benefits	The taxpayer’s income and payments.
Box 6b - Taxable Amount	The taxpayer’s income and payments.
Box 6c - Use the Lump-Sum Election Method	The taxpayer’s income and payments.

Box 7 Group - Capital Gains

Field	Description
Schedule D Not Required	The taxpayer’s income and payments.
Box 7 - Capital Gain or Loss	The taxpayer’s income and payments.

Income Summary

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

Deductions

Field	Description
Box 12 - Standard Deduction or Itemized Deductions	The taxpayer’s income and payments.
Box 13 - Qualified Business Income Deduction	The taxpayer’s income and payments.
Box 14 - Total of Boxes 12 and 13	The taxpayer’s income and payments.
Box 15 - Taxable Income	The taxpayer’s income and payments.

Box 16 Group - Tax Calculation

Field	Description
1 - Form 8814	The taxpayer’s income and payments.
2 - Form 4972	The taxpayer’s income and payments.
3 - Other Form	The taxpayer’s income and payments.
3 - Other Form Name	The taxpayer’s income and payments.
Box 16 - Tax	The taxpayer’s income and payments.

Tax and Credits

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

Box 25 Group - Federal Income Tax Withheld

Field	Description
Box 25a - Form W-2	The taxpayer’s income and payments.
Box 25b - Form 1099	The taxpayer’s income and payments.
Box 25c - Other Forms	The taxpayer’s income and payments.
Box 25d - Group Total	The taxpayer’s income and payments.

Payments and Credits

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

Box 35 Group - Refund Information

Field	Description
Box 35a - Form 8888 Attached	Specifies whether the Form 8888 is attached.
Box 35a - Refundable Amount	The refund amount.
Box 35b - Routing Number	The number of the bank’s branch where the account was opened.
Checking	The type of account. Possible values: Checking, Saving.
Saving	The type of account. Possible values: Checking, Saving.
Box 35d - Account Number	The number of the account.

Payment Resolution

Field	Description
Box 36 - Overpaid Amount to be Applied to Next Year’s Estimated Tax	The taxpayer’s overpaid amounts and debts.
Box 37 - Owed Amount	The taxpayer’s overpaid amounts and debts.
Box 38 - Estimated Tax Penalty	The taxpayer’s overpaid amounts and debts.

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).
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
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.
Clean Code	Checks 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 Year	Checks 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 Check	Checks that the form is either Form 1040 and/or Form 1040-SR.
Check Year	Checks 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.

​Countries and Languages

​Extracted Fields

​Form Information

​Taxpayer Information

​Spouse Information

​Address

​Presidential Election Campaign

​Digital Assets

​Standard Deduction

​Age or Blindness - You

​Age or Blindness - Spouse

​Dependents

​Dependents (repeating group)

​Box 1 Group - Wages and Income

​Box 2 Group - Interest

​Box 3 Group - Dividends

​Box 4 Group - IRA Distributions

​Box 5 Group - Pensions and Annuities

​Box 6 Group - Social Security Benefits

​Box 7 Group - Capital Gains

​Income Summary

​Deductions

​Box 16 Group - Tax Calculation

​Tax and Credits

​Box 25 Group - Federal Income Tax Withheld

​Payments and Credits

​Box 35 Group - Refund Information

​Payment Resolution

​Third Party Designee

​Signature

​Spouse’s Signature

​Preparer

​Key Fields

​Validation Rules