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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"type": "form_1040_schedule_a",
"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",
"status": "reviewing",
"review_url": "https://app.docsumo.com/review-document/5c21f6f8827644baaeafad90e74771a3"
},
"data": {
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"OMB No": {
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"Medical and Dental Expenses": {
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"2": {
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"3": {
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"4": {
"value": "11,215",
"position": [
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},
"Taxes You Paid": {
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"5b": {
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"5c": {
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"5d": {
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"5e": {
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"6": {
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"7": {
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},
"Interest You Paid": {
"8a": {
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"8b": {
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"8c": {
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"8d": {
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"8e": {
"value": "76,789",
"position": [
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"9": {
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"10": {
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},
"Gifts to Charity": {
"11": {
"value": "30,145",
"position": [
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],
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"12": {
"value": "63.245",
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"13": {
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"14": {
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},
"Casualty and Theft Losses": {
"15": {
"value": "16,655",
"position": [
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],
"confidence": 0,
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}
},
"Other Itemized Deductions": {
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"value": "11,125",
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],
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},
"Total Itemized Deductions": {
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"value": "7,151",
"position": [
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],
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"18": {
"value": "18,745",
"position": [
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],
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}
}
}
]
Updated 5 months ago