1040 Schedule 3 (2024) - Additional Credits and Payments

This form is used to claim non-refundable credits, such as education credits or foreign tax credits, and other payments.

To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_3_2024 in the form_type parameter. To learn more about processing this document type, see process 1040s.

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SCHEDULE 3

The document type A_1040_SCHEDULE_3_2024 supports data capture from the 1040 Schedule 3 only. The first two pages of the document 1040 are processed as a separate document type.

Field descriptions

The following fields are available on this form type:

JSON AttributeData TypeDescription
a_1040_schedule_3_2024-Part01-General:yearIntegerYear
a_1040_schedule_3_2024-Part01-General:name(s)ShownOnForm10401040-SrOr1040-NrTextName(s) Shown On Form 1040 1040-SR Or 1040-NR
a_1040_schedule_3_2024-Part01-General:yourSocialSecurityNumberSocial Security NumberYour Social Security Number
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line1-ForeignTaxCredit.AttachForm1116IfRequiredMoneyLine 1 - Foreign Tax Credit. Attach Form 1116 If Required
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line2-CreditForChildAndDependentCareExpensesFromForm2441Line11MoneyLine 2 - Credit For Child And Dependent Care Expenses From Form 2441 Line 11
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line3-EducationCreditsFromForm8863Line19MoneyLine 3 - Education Credits From Form 8863 Line 19
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line4-RetirementSavingsContributionsCredit.AttachForm8880MoneyLine 4 - Retirement Savings Contributions Credit. Attach Form 8880
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line5A-ResidentialCleanEnergyCreditFromForm5695Line15MoneyLine 5A - Residential Clean Energy Credit From Form 5695 Line 15
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line5B-EnergyEfficientHomeImprovementCreditFromForm5695Line32MoneyLine 5B - Energy Efficient Home Improvement Credit From Form 5695 Line 32
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6A-GeneralBusinessCredit.AttachForm3800MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6B-CreditForPriorYearMinimumTax.AttachForm8801MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6C-AdoptionCredit.AttachForm8839MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6D-CreditForTheElderlyOrDisabled.AttachScheduleRMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6EMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6F-CleanVehicleCredit.AttachForm8936MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6G-MortgageInterestCredit.AttachForm8396MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6H-DistrictOfColumbiaFirst-TimeHomebuyerCredit.AttachForm8859MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6I-QualifiedElectricVehicleCredit.AttachForm8834MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6J-AlternativeFuelVehicleRefuelingPropertyCredit.AttachForm8911MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6K-CreditToHoldersOfTaxCreditBonds.AttachForm8912MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6L-AmountOnForm8978Line14MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6M-CreditForPreviouslyOwnedCleanVehicles.AttachForm8936MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCredits.ListTypeTextLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCredits.AmountMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line7-TotalOtherNonrefundableCredits.AddLines6AThrough6ZMoneyLine 7 - Total Other Nonrefundable Credits. Add Lines 6A Through 6Z
a_1040_schedule_3_2024-Part02-NonrefundableCredits:line8-AddLines1Through45A5BAnd7.EnterHereAndOnForm10401040-SrOr1040-NrMoneyLine 8 - Add Lines 1 Through 4 5A 5B And 7. Enter Here And On Form 1040 1040-SR Or 1040-NR
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line9-NetPremiumTaxCredit.AttachForm8962MoneyLine 9 - Net Premium Tax Credit. Attach Form 8962
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line10-AmountPaidWithRequestForExtensionToFileMoneyLine 10 - Amount Paid With Request For Extension To File
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line11-ExcessSocialSecurityAndTier1RrtaTaxWithheldMoneyLine 11 - Excess Social Security And Tier 1 RRTA Tax Withheld
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line12-CreditForFederalTaxOnFuels.AttachForm4136MoneyLine 12 - Credit For Federal Tax On Fuels. Attach Form 4136
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13A-Form2439MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13B-Section1341CreditForRepaymentOfAmountsIncludedInIncomeFromEarlierMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13C-NetElectivePaymentElectionAmountFromForm3800PartIiiLine6Column(J)MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13D-DeferredAmountOfNet965TaxLiabilityMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherRefundableCredits.ListTypeTextLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherRefundableCredits.AmountMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line14-TotalOtherPaymentsOrRefundableCredits.AddLines13AThrough13ZMoneyLine 14 - Total Other Payments Or Refundable Credits. Add Lines 13A Through 13Z
a_1040_schedule_3_2024-Part03-OtherPaymentsAndRefundableCredits:line15-AddLines9Through12And14.EnterHereAndOnForm10401040-SrOr1040-NrMoneyLine 15 - Add Lines 9 Through 12 And 14. Enter Here And On Form 1040 1040-SR Or 1040-NR

Sample document

Sample JSON result

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  "name": "A_1040_SCHEDULE_3_2024 - API Documentation",
  "created": "2025-01-02T22:56:25Z",
  "created_ts": "2025-01-02T22:56:25Z",
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  "book_status": "ACTIVE",
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        "a_1040_schedule_3_2024-Part02-NonrefundableCredits:line2-CreditForChildAndDependentCareExpensesFromForm2441Line11": {
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  "book_is_complete": true
}