W9 Forms
Description:
A W-9 form is an Internal Revenue Service (IRS) tax form that is used to confirm a person's name, address, and taxpayer identification number for employment purposes in United States.
The type parameter is w9_forms for the Upload endpoint.
Fields supported by Docsumo
Note:
To customise fields for extraction, please contact Customer Success Management (CSM) Team
Basic Information
| Field Name | Data Type | Field Description |
|---|---|---|
| Basic Information___Name | String | Name as shown on Form W9 |
| Basic Information___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
{'data':
{'basic information': {'from': {'confidence': 0.99,
'position': [1335, 2015, 1602, 2032],
'review_required': True,
'value': 'Schedule A (Form 1040) 2022'},
'full name': {'confidence': 0.98,
'position': [835, 274, 1035, 295],
'review_required': True,
'value': 'Salman khan'},
'omb no': {'confidence': 0.98,
'position': [1479, 107, 1571, 120],
'review_required': True,
'value': '1545-0074'},
'ssn': {'confidence': 0.98,
'position': [1352, 276, 1515, 293],
'review_required': True,
'value': '01-2597312'}},
'casualty and theft losses': {'15': {'confidence': 0.98,
'position': [1502, 1749, 1591, 1765],
'review_required': True,
'value': '16,655'}},
'gifts to charity': {'11': {'confidence': 0.98,
'position': [1257, 1515, 1348, 1533],
'review_required': True,
'value': '30,145'},
'12': {'confidence': 0.98,
'position': [1254, 1581, 1346, 1599],
'review_required': True,
'value': '63,245'},
'13': {'confidence': 0.98,
'position': [1256, 1613, 1346, 1631],
'review_required': True,
'value': '98,748'},
'14': {'confidence': 0.99,
'position': [1503, 1647, 1593, 1664],
'review_required': True,
'value': '68,215'}},
'interest you paid': {'10': {'confidence': 0.98,
'position': [1495, 1446, 1587, 1464],
'review_required': True,
'value': '78,125'},
'8a': {'confidence': 0.98,
'position': [1272, 1048, 1346, 1068],
'review_required': True,
'value': '2,667'},
'8b': {'confidence': 0.98,
'position': [1252, 1178, 1345, 1197],
'review_required': True,
'value': '45,465'},
'8c': {'confidence': 0.98,
'position': [1261, 1313, 1350, 1331],
'review_required': True,
'value': '78,784'},
'8d': {'confidence': 0.98,
'position': [1256, 1350, 1349, 1368],
'review_required': True,
'value': '35,227'},
'8e': {'confidence': 0.99,
'position': [1258, 1377, 1348, 1399],
'review_required': True,
'value': '76,789'},
'9': {'confidence': 0.99,
'position': [1256, 1413, 1347, 1431],
'review_required': True,
'value': '40,618'}},
'medical and dental expenses': {'1': {'confidence': 0.98,
'position': [1254, 345, 1347, 363],
'review_required': True,
'value': '45,054'},
'2': {'confidence': 0.99,
'position': [1014, 379, 1105, 398],
'review_required': True,
'value': '23,555'},
'3': {'confidence': 0.99,
'position': [1259, 403, 1344, 426],
'review_required': True,
'value': '2,456'},
'4': {'confidence': 0.99,
'position': [1499, 448, 1590, 464],
'review_required': True,
'value': '11.215'}},
'other itemized deductions': {'16': {'confidence': 0.98,
'position': [1500, 1847, 1596, 1865],
'review_required': True,
'value': '11,125'}},
'taxes you paid': {'5a': {'confidence': 0.98,
'position': [1260, 612, 1349, 631],
'review_required': True,
'value': '16,985'},
'5b': {'confidence': 0.99,
'position': [1258, 644, 1349, 664],
'review_required': True,
'value': '53,122'},
'5c': {'confidence': 0.99,
'position': [1277, 679, 1346, 697],
'review_required': True,
'value': '6,446'},
'5d': {'confidence': 0.98,
'position': [1257, 712, 1351, 730],
'review_required': True,
'value': '41,222'},
'5e': {'confidence': 0.98,
'position': [1295, 778, 1344, 797],
'review_required': True,
'value': '622'},
'6': {'confidence': 0.98,
'position': [1257, 848, 1347, 865],
'review_required': True,
'value': '16,578'},
'7': {'confidence': 0.99,
'position': [1468, 879, 1587, 898],
'review_required': True,
'value': '3,15,598'}},
'total itemized deductions': {'17': {'confidence': 0.98,
'position': [1516, 1907, 1590, 1929],
'review_required': True,
'value': '7,151'},
'18': {'confidence': 0.98,
'position': [1500, 1980, 1589, 1998],
'review_required': True,
'value': '18,745'}}},
'message': '',
'metadata': {'dimension': [{'angle': 0.0,
'height': 2200,
'page': 1,
'widht': 1700}],
'doc_id': '2ac9f4758500419b90648288df761f7a',
'docsumo_upload': {},
'extra_info': {},
'extraction_time': 44.93,
'total_time': 45.35},
'status_code': 200,
'table_data': {}}
Updated 5 months ago