Form 1040 Schedule A

Description:

Schedule A is an IRS tax form used by taxpayers to report itemized deductions they may be eligible to claim on their Form 1040 tax return, such as medical expenses, charitable contributions, and mortgage interest payments

The type parameter is form_1040_schedule_a for the Upload endpoint.


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Basic Information

Field Name Data Type Field Description
Basic Information___Form String Form number mentioned at bottom right of Form 1040 Schedule A
Basic Information___Full Name String Name as shown on Form 1040 Schedule A
Basic Information___OMB No Number OMB no mentioned at top right of Form 1040 Schedule A
Basic Information___SSN Number Social security number as mentioned in the form


Medical and Dental Expenses

Field Name Data Type Field Description
Medical and Dental Expenses___1 Number Line 1 - Medical and dental expenses
Medical and Dental Expenses___2 Number Line 2 - Enter amount from Form 1040 or 1040-SR (line 11)
Medical and Dental Expenses___3 Number Line 3 - Multiply line 2 by 7.5%(0.075)
Medical and Dental Expenses___4 Number Line 4 - Subtract line 3 from line 1. If line 3 is more than line 1, enter -0


Taxes You Paid

Field Name Data Type Field Description
Taxes You Paid___5a Number Line 5a - State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a
Taxes You Paid___5b Number Line 5b - State and local real estate taxes
Taxes You Paid___5c Number Line 5c - State and local personal property taxes
Taxes You Paid___5d Number Line 5d - Add lines 5a through 5c
Taxes You Paid___5e Number Line 5e - Enter the smaller of line 5d or $10000 ($5000 if married filing separately)
Taxes You Paid___6 Number Line 6 - Other taxes amount
Taxes You Paid___7 Number Line 7 - Add lines 5e and 6


Interest You Paid

Field Name Data Type Field Description
Interest You Paid___8a Number Line 8a - Home mortgage interest and points reported to you on Form 1098
Interest You Paid___8b Number Line 8b - Home mortgage interest not reported to you on Form 1098
Interest You Paid___8c Number Line 8c - Points not reported to you on Form 1098
Interest You Paid___8d Number Line 8d - Reserved for future use
Interest You Paid___8e Number Line 8e - Add lines 8a through 8c
Interest You Paid___9 Number Line 9 - Investment interest
Interest You Paid___10 Number Line 10 - Add lines 8e and 9


Gifts to Charity

Field Name Data Type Field Description
Gifts to Charity___11 Number Line 11 - Gifts by cash or check
Gifts to Charity___12 Number Line 12 - Other than cash or check
Gifts to Charity___13 Number Line 13 - Carry over from prior year
Gifts to Charity___14 Number Line 14 - Add lines from 11 through 13


Casualty and Theft Losses

Field Name Data Type Field Description
Casualty and Theft Losses___15 Number Line 15 - Casualy and theft loss(es) from a federally declared disaster (other than net qualified disaster losses)


Other Itemized Deductions

Field Name Data Type Field Description
Other Itemized Deductions___16 Number Line 16 - Other from list in instructions amount


Total Itemized Deductions

Field Name Data Type Field Description
Total Itemized Deductions___17 Number Line 17 - Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040 or 1040-SR, line 12


Sample Form


Json output by Docsumo

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            "uploaded_from": "web",
            "user_doc_id": null,
            "doc_meta_data": "",
            "created_at_iso": "2023-04-25T11:57:19+00:00",
            "modified_at_iso": "2023-04-25T11:57:51+00:00",
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            "Medical and Dental Expenses": {
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            "Taxes You Paid": {
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            "Interest You Paid": {
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                "8c": {
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                "8d": {
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                "8e": {
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            "Gifts to Charity": {
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            "Casualty and Theft Losses": {
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                    "confidence": 0,
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            },
            "Other Itemized Deductions": {
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                    "position": [
                        1500,
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                    ],
                    "confidence": 0,
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            "Total Itemized Deductions": {
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                "18": {
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