Form 1040 Schedule D

Description:

Schedule D is an IRS tax form used to claim nonrefundable tax credits, report other payments and refundable credits, and to report certain additional taxes owed. It is used by taxpayers to claim tax credits and report certain payments and taxes.

The type parameter is form_1040_schedule_d for the Upload endpoint.


Fields supported by Docsumo

Note:

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


Basic Information

Field Name Data Type Field Description
Basic Information___Full Name String Name as shown on Form 1040 Schedule D
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 D
Basic Information___Form String Form number mentioned at bottom right of Form 1040 Schedule D
Basic Information___Opportunity Fund Yes String Opportunity Fund Yes as shown in Form 1040 Schedule D
Basic Information___Opportunity Fund No String Opportunity Fund No as shown in Form 1040 Schedule D


Part 1

Field Name Data Type Field Description
Part 1___1a_d String 1a_d as shown in form
Part 1___1a_e String 1a_e as shown in form
Part 1___1a_g String 1a_g Shown in form
Part 1___1a_h String 1a_h Shown in form
Part 1___1b_d String 1b_d Shown in form
Part 1___1b_e String As Shown in form
Part 1___1b_g String As Shown in form
Part 1___1b_h String As Shown in form
Part 1___2_d String As Shown in form
Part 1___2_e String As Shown in form
Part 1___2_g String As Shown in form
Part 1___2_h String As Shown in form
Part 1___3_d String As Shown in form
Part 1___3_e String As Shown in form
Part 1___3_g String As Shown in form
Part 1___3_h String As Shown in form
Part 1___4 String Line 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824
Part 1___5 String Line 5 -Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1
Part 1___6 String Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet
Part 1___7 String Net short-term capital gain or (loss).


Part 2

Field Name Data Type Field Description
Part 2___8a_d String As shown in form
Part 2___8a_e String As shown in form
Part 2___8a_g String As shown in form
Part 2___8a_h String As shown in form
Part 2___8b_d String As shown in form
Part 2___8b_e String As shown in form
Part 2___8b_g String As shown in form
Part 2___8b_h String As shown in form
Part 2___9_d String As shown in form
Part 2___9_e String As shown in form
Part 2___9_g String As shown in form
Part 2___9_h String As shown in form
Part 2___10_d String As shown in form
Part 2___10_e String As shown in form
Part 2___10_g String As shown in form
Part 2___10_h String As shown in form
Part 2___11 String Line 11 - Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Forms 4684, 6781, and 8824
Part 2___12 String Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1
Part 2___13 String Line 13 - Capital gain distributions.
Part 2___14 String Line 14 - Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet
Part 2___15 String Line 15 - Net long-term capital gain or (loss).


Part 3

Field Name Data Type Field Description
Part 3___16 String Line 16 - Combine lines 7 and 15 and enter the result
Part 3___17Yes String Line 17 - Yes. Go to line 18.
Part 3___17No String Line 17 - No. Skip lines 18 through 21, and go to line 22.
Part 3___18 String Line 18 - f you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet
Part 3___19 String Line 19 - If you are required to complete the Unrecaptured Section 1250 Gain Worksheet
Part 3___20Yes String Line 20 - Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16
Part 3___20No String Line 20 - No. Complete the Schedule D Tax Worksheet
Part 3___21 String Line 21 - If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7,
Part 3___22Yes String Line 22 - Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16.
Part 3___22No String Line 22 - No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.


Sample Form


Json output by Docsumo

[
    {
        "data": {
            "Basic Information": {
                "Full Name": {
                    "value": "Jeb Tuth",
                    "position": [142, 289, 239, 324],
                    "confidence": 1.0,
                    "review_required": false
                },
                "SSN": {
                    "value": "239-00-8375",
                    "position": [1329, 294, 1471, 328],
                    "confidence": 1.0,
                    "review_required": false
                },
                "OBM No": {
                    "value": "1545-0074",
                    "position": [1477.2, 97.3, 1578.9, 134.1],
                    "confidence": 1.0,
                    "review_required": false
                },
                "Form": {
                    "value": "Schedule D (Form 1040) 2022",
                    "position": [1331, 2042, 1600, 2065],
                    "confidence": 1.0,
                    "review_required": false
                },
                "Opportunity Fund Yes": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                },
                "Opportunity Fund No": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                }
            },
            "Part 1": {
                "1a_d": {
                    "value": "2458",
                    "position": [869, 725, 925, 759],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1a_e": {
                    "value": "431",
                    "position": [1072, 729, 1113, 763],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1a_g": {
                    "value": "66990",
                    "position": [1263, 729, 1333, 763],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1a_h": {
                    "value": "2300",
                    "position": [1461, 731, 1517, 766],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1b_d": {
                    "value": "-99",
                    "position": [867, 800, 903, 834],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1b_e": {
                    "value": "3765",
                    "position": [1057, 794, 1113, 828],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1b_g": {
                    "value": "2000",
                    "position": [1274, 802, 1329, 836],
                    "confidence": 1.0,
                    "review_required": false
                },
                "1b_h": {
                    "value": "-3276",
                    "position": [1461, 802, 1525, 836],
                    "confidence": 1.0,
                    "review_required": false
                },
                "2_d": {
                    "value": "245",
                    "position": [865, 863, 907, 897],
                    "confidence": 1.0,
                    "review_required": false
                },
                "2_e": {
                    "value": "2875",
                    "position": [1072, 862, 1127, 897],
                    "confidence": 1.0,
                    "review_required": false
                },
                "2_g": {
                    "value": "2900",
                    "position": [1276, 867, 1331, 901],
                    "confidence": 1.0,
                    "review_required": false
                },
                "2_h": {
                    "value": "275",
                    "position": [1469, 862, 1511, 897],
                    "confidence": 1.0,
                    "review_required": false
                },
                "3_d": {
                    "value": "1100",
                    "position": [872, 935, 927, 970],
                    "confidence": 1.0,
                    "review_required": false
                },
                "3_e": {
                    "value": "3261",
                    "position": [1078, 935, 1133, 970],
                    "confidence": 1.0,
                    "review_required": false
                },
                "3_g": {
                    "value": "1175",
                    "position": [1269, 933, 1325, 968],
                    "confidence": 1.0,
                    "review_required": false
                },
                "3_h": {
                    "value": "3399",
                    "position": [1467, 927, 1523, 961],
                    "confidence": 1.0,
                    "review_required": false
                },
                "4": {
                    "value": "491",
                    "position": [1467, 960, 1509, 995],
                    "confidence": 1.0,
                    "review_required": false
                },
                "5": {
                    "value": "3376",
                    "position": [1465, 1033, 1521, 1068],
                    "confidence": 1.0,
                    "review_required": false
                },
                "6": {
                    "value": "275",
                    "position": [1461, 1100, 1503, 1134],
                    "confidence": 1.0,
                    "review_required": false
                },
                "7": {
                    "value": "338",
                    "position": [1463, 1165, 1505, 1199],
                    "confidence": 1.0,
                    "review_required": false
                }
            },
            "Part 2": {
                "8a_d": {
                    "value": "215",
                    "position": [857, 1528, 899, 1563],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8a_e": {
                    "value": "328",
                    "position": [1058, 1532, 1100, 1566],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8a_g": {
                    "value": "2700",
                    "position": [1263, 1533, 1319, 1567],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8a_h": {
                    "value": "115",
                    "position": [1472, 1530, 1513, 1565],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8b_d": {
                    "value": "154",
                    "position": [863, 1597, 905, 1631],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8b_e": {
                    "value": "-4322",
                    "position": [1061, 1599, 1125, 1634],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8b_g": {
                    "value": "6721",
                    "position": [1262, 1599, 1318, 1634],
                    "confidence": 1.0,
                    "review_required": false
                },
                "8b_h": {
                    "value": "3336",
                    "position": [1460, 1603, 1516, 1637],
                    "confidence": 1.0,
                    "review_required": false
                },
                "9_d": {
                    "value": "2200",
                    "position": [872, 1666, 927, 1700],
                    "confidence": 1.0,
                    "review_required": false
                },
                "9_e": {
                    "value": "1265",
                    "position": [1067, 1668, 1123, 1702],
                    "confidence": 1.0,
                    "review_required": false
                },
                "9_g": {
                    "value": "668",
                    "position": [1278, 1660, 1319, 1694],
                    "confidence": 1.0,
                    "review_required": false
                },
                "9_h": {
                    "value": "-1275",
                    "position": [1453, 1664, 1517, 1698],
                    "confidence": 1.0,
                    "review_required": false
                },
                "10_d": {
                    "value": "3388",
                    "position": [863, 1733, 919, 1767],
                    "confidence": 1.0,
                    "review_required": false
                },
                "10_e": {
                    "value": "-9822",
                    "position": [1063, 1730, 1127, 1765],
                    "confidence": 1.0,
                    "review_required": false
                },
                "10_g": {
                    "value": "1562",
                    "position": [1261, 1737, 1317, 1771],
                    "confidence": 1.0,
                    "review_required": false
                },
                "10_h": {
                    "value": "2890",
                    "position": [1455, 1730, 1510, 1765],
                    "confidence": 1.0,
                    "review_required": false
                },
                "11": {
                    "value": "-2319",
                    "position": [1455, 1799, 1519, 1834],
                    "confidence": 1.0,
                    "review_required": false
                },
                "12": {
                    "value": "7629",
                    "position": [1455, 1830, 1510, 1865],
                    "confidence": 1.0,
                    "review_required": false
                },
                "13": {
                    "value": "1382",
                    "position": [1459, 1864, 1515, 1898],
                    "confidence": 1.0,
                    "review_required": false
                },
                "14": {
                    "value": "1193",
                    "position": [1467, 1930, 1523, 1965],
                    "confidence": 1.0,
                    "review_required": false
                },
                "15": {
                    "value": "1287",
                    "position": [1467, 2001, 1523, 2036],
                    "confidence": 1.0,
                    "review_required": false
                }
            },
            "Part 3": {
                "16": {
                    "value": "5591",
                    "position": [1449, 2433, 1504, 2468],
                    "confidence": 1.0,
                    "review_required": false
                },
                "17Yes": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                },
                "17No": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                },
                "18": {
                    "value": "-6423",
                    "position": [1436, 2896, 1500, 2930],
                    "confidence": 1.0,
                    "review_required": false
                },
                "19": {
                    "value": "98374",
                    "position": [1442, 3005, 1512, 3040],
                    "confidence": 1.0,
                    "review_required": false
                },
                "20Yes": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                },
                "20No": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                },
                "21": {
                    "value": "88821",
                    "position": [1430, 3364, 1499, 3398],
                    "confidence": 1.0,
                    "review_required": false
                },
                "22Yes": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "22No": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            }
        }
    }
]