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': {}}
Updated 5 months ago