> ## Documentation Index > Fetch the complete documentation index at: https://docs.abbyy.com/llms.txt > Use this file to discover all available pages before exploring further. # Form 1040 (US Individual Income Tax Return), 2022-2023 > Extract data from IRS Form 1040 and 1040-SR (US Individual Income Tax Return) for tax years 2022 and 2023: taxpayer details, income, deductions, totals. 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. | ### Box 6 Group - Social Security Benefits | 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](mailto:joe@mail.com) changes to [joe@gmail.com](mailto: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. |