Form 1040 Schedule 2

Description:

Schedule 2 is an IRS tax form used to report additional taxes owed or payments made, such as self-employment tax, household employment taxes, and additional taxes on retirement accounts.

The type parameter is form_1040_schedule_2 for the Upload endpoint.


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Basic Information

Field Name Data Type Field Description
Basic Information___Full Name String Name as shown on Form 1040 Schedule 2
Basic Information___SSN String Social security number as mentioned in the form
Basic Information___OMB No String OMB no mentioned at top right of Form 1040 Schedule 2
Basic Information___Form String Form number mentioned at bottom right of Form 1040 Schedule 2


Part 1

Field Name Data Type Field Description
Part 1___1 String Line 1 - Alternative minimum tax. Attach Form 6251
Part 1___2 String Line 2 - Excess advance premium tax credit repayment. Attach Form 8962
Part 1___3 String Line 3 - Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17


Part 2

Field Name Data Type Field Description
Part 2___4 String Line 4 - Self-employment tax. Attach Schedule SE
Part 2___5 String Line 5 - Social security and Medicare tax on unreported tip income.
Part 2___6 String Line 6 - Uncollected social security and Medicare tax on wages.
Part 2___7 String Line 7 -Total additional social security and Medicare tax. Add lines 5 and 6
Part 2___8 String Line 8 - Additional tax on IRAs or other tax-favored accounts
Part 2___9 String Line 9 - Household employment taxes. Attach Schedule H
Part 2___10 String Line 10 - Repayment of first-time homebuyer credit.
Part 2___11 String Line 11 - Additional Medicare Tax.
Part 2___12 String Line 12- Net investment income tax
Part 2___13 String Line 13 - Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form W-2, box 12
Part 2___14 String Line 14 -Interest on tax due on installment income from the sale of certain residential lots and timeshares
Part 2___15 String Line 15 - Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000
Part 2___16 String Line 16 - Recapture of low-income housing credit. Attach Form 8611
Part 2___17a String Line 17a - Recapture of other credits
Part 2___17b String Line 17b - Recapture of federal mortgage subsidy, if you sold your home
Part 2___17c String Line 17c - Additional tax on HSA distributions. Attach Form 8889
Part 2___17d String Line 17d - Additional tax on an HSA because you didn’t remain an eligible individual. Attach Form 8889
Part 2___17e String Line 17e - e Additional tax on Archer MSA distributions. Attach Form 8853
Part 2___17f String Line 17f - Additional tax on Medicare Advantage MSA distributions. Attach Form 8853
Part 2___17g String Line 17g - Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property
Part 2___17h String Line 17h - Income you received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A
Part 2___17i String Line 17i - Compensation you received from a nonqualified deferred compensation plan described in section 457A
Part 2___17j String Line 17j - Section 72(m)(5) excess benefits tax
Part 2___17k String Line 17k - Golden parachute payments
Part 2___17l String Line 17l - Tax on accumulation distribution of trusts
Part 2___17m String Line 17m - Excise tax on insider stock compensation from an expatriated corporation
Part 2___17n String Line 17n - Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866
Part 2___17o String Line 17o - Tax on non-effectively connected income for any part of the year you were a nonresident alien from Form 1040-NR
Part 2___17p String Line 17p - Any interest from Form 8621, line 16f, relating to distributions from, and dispositions of, stock of a section 1291 fund
Part 2___17q String Line 17q - Any interest from Form 8621, line 24
Part 2___17z String Line 17z - Any other taxes. List type and amount
Part 2___18 String Line 18 - Total additional taxes. Add lines 17a through 17z
Part 2___19 String Line 19 - Reserved for future use
Part 2___20 String Line 20 - Section 965 net tax liability installment from Form 965-A
Part 2___21 String Line 21 - Add lines 4, 7 through 16, and 18. These are your total other taxes


Sample Form


Json output by Docsumo

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        "data": {
            "Basic Information": {
                "Full Name": {
                    "value": "Henry Hamilton",
                    "position": [142, 265, 341, 293],
                    "confidence": 1.0,
                    "review_required": false
                },
                "SSN": {
                    "value": "764-89-4988",
                    "position": [1329, 268, 1491, 290],
                    "confidence": 1.0,
                    "review_required": false
                },
                "OBM No": {
                    "value": "1545-0074",
                    "position": [1470.7, 99.5, 1581, 132],
                    "confidence": 1.0,
                    "review_required": false
                },
                "Form": {
                    "value": "Schedule 2 (Form 1040) 2022",
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                    "review_required": false
                }
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                "2": {
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                "3": {
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                "6": {
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                "10": {
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                "13": {
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                "14": {
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                "15": {
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                "17e": {
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                "17f": {
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                "17g": {
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]