Form 1040

Form 1040 is a standard form used by individual taxpayers in the United States to file their annual income tax returns with the Internal Revenue Service (IRS).

API Upload

The type parameter is from_1040 for the upload endpoint.


Field Descriptions:

The model automatically detects data such as:

Session NameField NameData TypeDescription
Basic InformationFirst NameStringFirst name of taxpayer
Basic InformationLast NameStringLast name of taxpayer
Basic InformationAddressStringTaxpayer's address
Basic InformationStateStringState of the taxpayer's address
Basic InformationCity Post OfficeStringCity and post office for mailing
Basic InformationZipStringZip code of the taxpayer's address
Basic InformationSSNStringSocial security number of taxpayer
Basic InformationSpouse SSNStringSpouse's Social Security Number
Basic InformationForm NumberString1040 form number
Basic InformationStatus SingleStringFiling status: Single
Basic InformationStatus Married Filling JointlyStringFiling status: Married Filing Jointly
Basic InformationStatus MFSStringFiling status: Married Filing Separately
Basic InformationStatus HOHStringFiling status: Head of Household
Basic InformationStatus QSSStringFiling status: Qualifying Surviving Spouse
Basic InformationStatus QWStringFiling status: Qualifying Widow(er)
Basic InformationPEC YouStringPersonal Exemption Claim for taxpayer
Basic InformationPEC SpouseStringPersonal Exemption Claim for spouse
Basic InformationDigital Assets YesStringIndicates digital assets are involved
Basic InformationDigital Assets NoStringIndicates no digital assets are involved
Basic InformationStandard Deduction YouNumberStandard deduction amount for taxpayer
Basic InformationStandard Deduction SpouseNumberStandard deduction amount for spouse
Basic InformationStandard Deduction DualNumberStandard deduction amount for dual filing
Basic InformationAge YouNumberTaxpayer's age
Basic InformationIs Blind YouStringIndicates if the taxpayer is blind
Basic InformationAge SpouseNumberSpouse's age
Basic InformationIs Blind SpouseStringIndicates if the spouse is blind
Dependent1_NameStringFirst dependent's name
Dependent1_SSNStringSSN of first dependent
Dependent1_RelationshipStringRelationship of first dependent
Dependent2_NameStringName of second dependent
Dependent2_SSNStringSSN of second dependent
Dependent2_RelationshipStringRelationship of second dependent
DependentChild Tax Credit 1NumberChild tax credit for first dependent
DependentCredit For Other Dependent 1NumberCredit for other dependents besides children
DependentChild Tax Credit 2NumberChild tax credit for second dependent
DependentCredit For Other Dependent 2NumberCredit for other dependents besides children
DependentMore Than 4 DependentsStringIndicates if there are more than four dependents
Finance1aNumberIncome line one detail A
Finance1zNumberIncome line one detail Z
Finance8NumberIncome line eight
Finance9NumberIncome line nine
Finance10NumberIncome line ten
Finance11NumberIncome line eleven
Finance12NumberIncome line twelve
Finance13NumberIncome line thirteen
Finance14NumberIncome line fourteen
Finance15NumberIncome line fifteen
Finance6C OMRNumberIncome line six detail C with OMR
Finance7 OMRNumberIncome line seven with OMR
Refund34NumberValue for box 34 of Form 1040
Refund35aNumberValue for box 35a of Form 1040
RefundIs Form 8995 AttachedStringIndicates if Form 8995 is attached
Refund35c_CheckingNumberIndicates refund should go to checking account
Refund35c_SavingsNumberIndicates refund should go to savings account
Payment25ANumberPayments line twenty-five detail A
Payment25DNumberPayments line twenty-five detail D
Payment32NumberPayments line thirty-two
Payment33NumberPayments line thirty-three
Third Party DesigneeOccupationStringOccupation of the third party designeee
Third Party DesigneeThird Party Designee YesStringIndicates third party designee authorization
Third Party DesigneeThird Party Designee NoStringIndicates no third party designee authorization
Paid PreparerPreparer NameStringName of paid preparer
Paid PreparerPaid Preparer Self EmployedStringIndicates if the preparer is self-employed
Paid PreparerDateDateDate paid preparer signed
Paid PreparerPTINStringPTIN of paid preparer
Paid PreparerFirm NameStringFirm name of paid preparer
Paid PreparerFirm AddressStringFirm address of paid preparer
Paid PreparerPhone NumberStringFirm phone number of paid preparer
Paid PreparerEINStringFirm EIN of paid preparer

Version

  • 0.1.0 (Beta)

Sample

Sample JSON Output

{
        "data": {
            "Basic Information": {
                "First Name": {
                    "value": "William",
                    "position": [
                        191,
                        335,
                        260,
                        350
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "Last Name": {
                    "value": "Mora",
                    "position": [
                        760,
                        339,
                        809,
                        353
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "SSN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Spouse First Name": {
                    "value": "Makayla",
                    "position": [
                        201,
                        400,
                        284,
                        420
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "Spouse Last Name": {
                    "value": "Smith",
                    "position": [
                        763,
                        402,
                        816,
                        418
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "Spouse SSN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Address": {
                    "value": "846 Abigail Forks Suite 891 Benjaminside, AR 39373",
                    "position": [
                        194,
                        469,
                        707,
                        489
                    ],
                    "confidence": 1,
                    "review_required": false
                },
                "City": {
                    "value": "North Kimberlyville",
                    "position": [
                        202,
                        536,
                        384,
                        558
                    ],
                    "confidence": 1,
                    "review_required": false
                },
                "State": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "ZIP": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Foreign Country Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Foreign Province": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Foreign Postal Code": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Form": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "OMB No": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Dependent": {
                "1_Name": {
                    "value": "Kimberly",
                    "position": [
                        285,
                        893,
                        371,
                        914
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "1_SSN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "1_Relationship": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "2_Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "2_SSN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "2_Relationship": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "3_Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "3_SSN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "3_Relationship": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "4_Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "4_SSN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "4_Relationship": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Finance": {
                "1": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "2a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "2b": {
                    "value": "1,200.69",
                    "position": [
                        1422,
                        1060,
                        1504,
                        1077
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "3a": {
                    "value": "-7,226.54",
                    "position": [
                        725,
                        1393,
                        814,
                        1410
                    ],
                    "confidence": 1,
                    "review_required": false
                },
                "3b": {
                    "value": "32.47",
                    "position": [
                        1427,
                        1357,
                        1480,
                        1372
                    ],
                    "confidence": 1,
                    "review_required": false
                },
                "4a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "4b": {
                    "value": "0",
                    "position": [
                        1430,
                        1393,
                        1442,
                        1408
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "5a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "5b": {
                    "value": "59.1",
                    "position": [
                        1428,
                        1428,
                        1468,
                        1443
                    ],
                    "confidence": 0,
                    "review_required": true
                },
                "6a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "6b": {
                    "value": "-77.58",
                    "position": [
                        1415,
                        1460,
                        1477,
                        1475
                    ],
                    "confidence": 1,
                    "review_required": false
                },
                "7": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "8": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "9": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "10a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "10b": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "10c": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "11": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "12": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "13": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "14": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "15": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "16": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "17": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "18": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "19": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "20": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "21": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "22": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "23": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "24": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "25a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "25b": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "25c": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "25d": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "26": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "27": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "28": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "29": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "30": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "31": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "32": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "33": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Refund": {
                "34": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "35a": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "35a_b": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "35a_c": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "35a_d": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "36": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Amount Owe": {
                "37": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "38": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Third Party Designee": {
                "Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Phone Number": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "PIN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Sign": {
                "Your Occupation": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Spouse Occupation": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Your IRS": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Spouse IRS": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Phone Number": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Email": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Paid Preparer": {
                "Preparer Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Preparer Signature": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Date": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "PTIN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Firm Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Firm Address": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Phone Number": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "EIN": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            }
        }
    }