> ## 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 Skill > Extract data from IRS Form 1040 and 1040-SR (US Individual Income Tax Return) for tax years 2018-2021: taxpayer details, income, deductions, and refunds. 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. | #### Social Security Benefits Group | 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](mailto:joe@mail.com) changes to [joe@gmail.com](mailto:joe@gmail.com). | | Form Type Check | Checks that the form is either Form 1040 and/or Form 1040-SR. |