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.


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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

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	{'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'}}},
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  'extra_info': {},
  'extraction_time': 44.93,
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