Form 8995-A

Description:

Form 8995-A is an IRS tax form used to calculate the qualified business income deduction for taxpayers who have income from a qualified trade or business operated as a pass-through entity, such as an S corporation or partnership, and who also have certain specified agricultural or horticultural cooperatives income

The type parameter is form_8995a for the Upload endpoint.

Fields supported by Docsumo

Note:

To customize fields for extraction, please contact Customer Success Management (CSM) Team

Basic Information

Field Name	Data Type	Field Description
Basic Information___Full Name	String
Basic Information___TIN	String
Basic Information___Form	String	Form as shown in form
Basic Information___OMB No	String	OMB NO as shown in form

Dependent

Field Name	Data Type	Field Description
Dependent___1_Name	String	As shown in form
Dependent___1_SSN	String	As shown in form
Dependent___1_Relationship	String	As shown in form
Dependent___2_Name	String	As shown in form
Dependent___2_SSN	String	As shown in form
Dependent___2_Relationship	String	As shown in form
Dependent___3_Name	String	As shown in form
Dependent___3_SSN	String	As shown in form
Dependent___3_Relationship	String	As shown in form
Dependent___4_Name	String	As shown in form
Dependent___4_SSN	String	As shown in form
Dependent___4_Relationship	String	As shown in form

Finance

Field Name	Data Type	Field Description
Finance___1	String	Line 1 - Total amount from Form(s) W-2
Finance___2a	String	Line 2a - Tax-exempt interest
Finance___2b	String	Line 2b- Taxable interest
Finance___3a	String	Line 3a - Qualified dividends
Finance___3b	String	Line 3b - Ordinary dividends
Finance___4a	String	Line 4a - IRA distributions
Finance___4b	String	Line 4b - Taxable amount
Finance___5a	String	Line 5a - Pensions and annuities
Finance___5b	String	Line 5b - Taxable amount
Finance___6a	String	Line 6a - Social security benefits
Finance___6b	String	Line 6b- Taxable amount
Finance___7	String	Line 7 - Capital gain or (loss). Attach Schedule D if required. If not required, check here
Finance___8	String	Line 8 - Other income from Schedule 1, line 10
Finance___9	String	Line 9 - Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income
Finance___10a	String
Finance___10b	String
Finance___10c	String
Finance___11	String	Line 11 - Subtract line 10 from line 9. This is your adjusted gross income
Finance___12	String	Line 12 - Standard deduction or itemized deductions (from Schedule A)
Finance___13	String	Line 13 - Qualified business income deduction from Form 8995 or Form 8995-A
Finance___14	String	Line 14 - Add lines 12 and 13
Finance___15	String	Line 15 - Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income
Finance___16	String	Line 16 - Tax (see instructions). Check if any from Form(s):
Finance___17	String	Line 17 - Amount from Schedule 2, line 3
Finance___18	String	Line 18 - Add lines 16 and 17
Finance___19	String	Line 19 - Child tax credit or credit for other dependents from Schedule 8812
Finance___20	String	Line 20 - Amount from Schedule 3, line 8
Finance___21	String	Line 21 - Add lines 19 and 20
Finance___22	String	Line 22- Subtract line 21 from line 18. If zero or less, enter -0
Finance___23	String	Line 23 - Other taxes, including self-employment tax, from Schedule 2, line 21
Finance___24	String	Line 24 - Add lines 22 and 23. This is your total tax
Finance___25a	String	Line 25a - Form(s) W-2
Finance___25b	String	Line 25b - Form(s) 1099
Finance___25c	String	Line 25c - Other forms
Finance___25d	String	Line 25d - Add lines 25a through 25c
Finance___26	String	Line 26 - 2022 estimated tax payments and amount applied from 2021 return
Finance___27	String	Line 27 - Earned income credit (EIC)
Finance___28	String	Line 28 - Additional child tax credit from Schedule 8812
Finance___29	String	Line 29 - American opportunity credit from Form 8863, line 8
Finance___30	String	Line 30 - Reserved for future use
Finance___31	String	Line 31 - Amount from Schedule 3, line 15
Finance___32	String	Line 32 - Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits
Finance___33	String	Line 33 - Add lines 25d, 26, and 32. These are your total payments

Refund

Field Name	Data Type	Field Description
Refund___34	String	Line 34 - If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid
Refund___35a	String	Line 35a - Amount of line 34 you want refunded to you
Refund___35a_b	String	Line 35b - Routing number
Refund___35a_c	String	Line 35a_c - Type
Refund___35a_d	String	Line 35a_d - Account number
Refund___36	String	Line 36 - Amount of line 34 you want applied to your 2023 estimated tax

Amount Owe

Field Name	Data Type	Field Description
Amount Owe___37	String	Subtract line 33 from line 24. This is the amount you owe.
Amount Owe___38	String	Estimated tax penalty

Third Party Designee

Field Name	Data Type	Field Description
Third Party Designee___Name	String	Name as shown as form
Third Party Designee___Phone Number	String	Phone number as shown in form
Third Party Designee___PIN	String	PIN as shown in form

Sign

Field Name	Data Type	Field Description
Sign___Your Occupation	String	Your Occupation as shown in form
Sign___Spouse Occupation	String	Spouse Occupation as shown in form
Sign___Your IRS	String	Your IRS as shown in form
Sign___Spouse IRS	String	spouse IRS as shown in form
Sign___Phone Number	String	Phone Number as shown in form
Sign___Email	String	Email as shown in form

Paid Preparer

Field Name	Data Type	Field Description
Paid Preparer___Preparer Name	String	Preparer Name as shown in form
Paid Preparer___Prepare Signature	String	Prepare Signature as shown in form
Paid Preparer___Date	String	Date as shown in form
Paid Preparer___PTIN	String	PTIN as shown in form
Paid Preparer___Firm Name	String	Firm as shown in form
Paid Preparer___Firm Address	String	Firm Address as shown in form
Paid Preparer___Phone Number	String	Phone Number as shown form
Paid Preparer___EIN	String	EIN as shown in form

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': {}}