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
[
{
"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",
"position": [1334, 1479, 1599, 1495],
"confidence": 1.0,
"review_required": false
}
},
"Part 1": {
"1": {
"value": "4,7594.00",
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"review_required": false
},
"2": {
"value": "545,900",
"position": [1453, 425, 1556, 445],
"confidence": 1.0,
"review_required": false
},
"3": {
"value": "445",
"position": [1465, 467, 1515, 488],
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"review_required": false
}
},
"Part 2": {
"4": {
"value": "4,974.00",
"position": [1464, 569, 1576, 592],
"confidence": 1.0,
"review_required": false
},
"5": {
"value": "4,550",
"position": [1200, 657, 1273, 679],
"confidence": 1.0,
"review_required": false
},
"6": {
"value": "-1200",
"position": [1198, 734, 1270, 757],
"confidence": 1.0,
"review_required": false
},
"7": {
"value": "8,790",
"position": [1481, 787, 1552, 810],
"confidence": 1.0,
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},
"8": {
"value": "34,987",
"position": [1473, 888, 1562, 910],
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},
"9": {
"value": "65.00",
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"confidence": 1.0,
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},
"10": {
"value": "0.00",
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"11": {
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"12": {
"value": "76,932",
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"13": {
"value": "553",
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"14": {
"value": "-934",
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"15": {
"value": "87,834",
"position": [1466, 1338, 1554, 1360],
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},
"16": {
"value": "-835",
"position": [1474, 1388, 1533, 1411],
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"review_required": false
},
"17a": {
"value": "8,764",
"position": [1196, 2499, 1268, 2523],
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},
"17b": {
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"17c": {
"value": "2,943",
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},
"17d": {
"value": "12,874",
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},
"17e": {
"value": "0.00",
"position": [1208, 2769, 1264, 2793],
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},
"17f": {
"value": "-922",
"position": [1203, 2848, 1263, 2872],
"confidence": 1.0,
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},
"17g": {
"value": "35,673",
"position": [1195, 2942, 1283, 2963],
"confidence": 1.0,
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"17h": {
"value": "9,347",
"position": [1211, 3024, 1284, 3046],
"confidence": 1.0,
"review_required": false
},
"17i": {
"value": "12,837",
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"confidence": 1.0,
"review_required": false
},
"17j": {
"value": "2,844",
"position": [1212, 3151, 1286, 3172],
"confidence": 1.0,
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"17k": {
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"17l": {
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"confidence": 1.0,
"review_required": false
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"17m": {
"value": "98,423",
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"confidence": 1.0,
"review_required": false
},
"17n": {
"value": "23,978",
"position": [1215, 3419, 1306, 3445],
"confidence": 1.0,
"review_required": false
},
"17o": {
"value": "47,943",
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"confidence": 1.0,
"review_required": false
},
"17p": {
"value": "33,742",
"position": [1212, 3588, 1302, 3610],
"confidence": 1.0,
"review_required": false
},
"17q": {
"value": "9000",
"position": [1222, 3638, 1287, 3663],
"confidence": 1.0,
"review_required": false
},
"17z": {
"value": "115",
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},
"18": {
"value": "23,762",
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"19": {
"value": "9000",
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"20": {
"value": "-120",
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},
"21": {
"value": "987,780",
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}
},
"Error": {
"Error Message": {
"value": "",
"position": [],
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}
}
}
}
]
Updated 5 months ago