Ocrolus API

Ocrolus API Documentation

Welcome to Ocrolus' API Documentation. You'll find comprehensive guides and documentation here to help you get started with the Ocrolus API. Let's jump right in!

IRS Form 1040-X

IRS Form 1040-X, also known as the Amended US Individual Income Tax Return Form, is used by taxpayers when changes need to be made to already files income tax documentation. It is used to submit corrections to IRS Forms 1040, 1040A, 1040NR and 1040NR-EZ.

πŸ“˜

Configuration-Driven Output

All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.

JSON Attribute

Data Type

Description

1040_x-Dependents:dependents(Line1):(a)FirstName

Text

First name of the filer's first dependent

1040_x-Dependents:dependents(Line1):(a)LastName

Text

Last name of the filer's first dependent

1040_x-Dependents:dependents(Line1):(b)SocialSecurityNumber

Text

Formatted XXX-XX-XXXX. Social Security Number of the filer's first dependent

1040_x-Dependents:dependents(Line1):(c)RelationshipToYou

Text

Relationship of the first dependent to the filer

1040_x-Dependents:dependents(Line1):(d)ChildTaxCredit

CHECKED
NOT CHECKED

CHECKED if a Child Tax Credit can be claimed by the filer for the first dependent

1040_x-Dependents:dependents(Line1):(d)CreditForOtherDependents

CHECKED
NOT CHECKED

CHECKED is an additional Child Tax Credit can be claimed by the filer for other dependent(s)

1040_x-Dependents:dependents(Line2):(a)FirstName

Text

First name of the filer's second dependent

1040_x-Dependents:dependents(Line2):(a)LastName

Text

Last name of the filer's second dependent

1040_x-Dependents:dependents(Line2):(b)SocialSecurityNumber

Text

Formatted XXX-XX-XXXX. Social Security Number of the filer's second dependent

1040_x-Dependents:dependents(Line2):(c)RelationshipToYou

Text

Relationship of the second dependent to the filer

1040_x-Dependents:dependents(Line2):(d)ChildTaxCredit

CHECKED
NOT CHECKED

CHECKED if a Child Tax Credit can be claimed by the filer for the second dependent

1040_x-Dependents:dependents(Line2):(d)CreditForOtherDependents

CHECKED
NOT CHECKED

CHECKED is an additional Child Tax Credit can be claimed by the filer for other dependent(s)

1040_x-Dependents:dependents(Line3):(a)FirstName

Text

First name of the filer's third dependent

1040_x-Dependents:dependents(Line3):(a)LastName

Text

Last name of the filer's third dependent

1040_x-Dependents:dependents(Line3):(b)SocialSecurityNumber

Text

Formatted XXX-XX-XXXX. Social Security Number of the filer's third dependent

1040_x-Dependents:dependents(Line3):(c)RelationshipToYou

Text

Relationship of the third dependent to the filer

1040_x-Dependents:dependents(Line3):(d)ChildTaxCredit

CHECKED
NOT CHECKED

CHECKED if a Child Tax Credit can be claimed by the filer for the third dependent

1040_x-Dependents:dependents(Line3):(d)CreditForOtherDependents

CHECKED
NOT CHECKED

CHECKED is an additional Child Tax Credit can be claimed by the filer for other dependent(s)

1040_x-Dependents:dependents(Line4):(a)FirstName

Text

First name of the filer's fourth dependent

1040_x-Dependents:dependents(Line4):(a)LastName

Text

Last name of the filer's fourth dependent

1040_x-Dependents:dependents(Line4):(b)SocialSecurityNumber

Text

Formatted XXX-XX-XXXX. Social Security Number of the filer's fourth dependent

1040_x-Dependents:dependents(Line4):(c)RelationshipToYou

Text

Relationship of the fourth dependent to the filer

1040_x-Dependents:dependents(Line4):(d)ChildTaxCredit

CHECKED
NOT CHECKED

CHECKED if a Child Tax Credit can be claimed by the filer for the fourth dependent

1040_x-Dependents:dependents(Line4):(d)CreditForOtherDependents

CHECKED
NOT CHECKED

CHECKED is an additional Child Tax Credit can be claimed by the filer for other dependent(s)

1040_x-ExemptionsAndDependents:24YourselfAndSpouse:aOriginalAmount

Money

Original amount in exemptions from dependents earned by the filer

1040_x-ExemptionsAndDependents:24YourselfAndSpouse:bNetChange

Money

Amount changed from the exemptions from dependents earned by the filer

1040_x-ExemptionsAndDependents:24YourselfAndSpouse:cCorrectAmount

Money

Correct amount in exemptions from dependents claimed by the filer

1040_x-ExemptionsAndDependents:25YourDependentChildrenWhoLivedWithYou:aOriginalAmount

Money

Original amount in exemptions from dependents living with the filer

1040_x-ExemptionsAndDependents:25YourDependentChildrenWhoLivedWithYou:bNetChange

Money

Amount changed from dependents living with the filer

1040_x-ExemptionsAndDependents:25YourDependentChildrenWhoLivedWithYou:cCorrectAmount

Money

Correct amount from dependents living with the filer

1040_x-ExemptionsAndDependents:26YourDependentChildrenWhoDidn'TLiveWithYouDueToDivorceOrSeparation:aOriginalAmount

Money

Original amount in exemptions from dependents not living with the filer

1040_x-ExemptionsAndDependents:26YourDependentChildrenWhoDidn'TLiveWithYouDueToDivorceOrSeparation:bNetChange

Money

Amount changed from dependents not living with the filer

1040_x-ExemptionsAndDependents:26YourDependentChildrenWhoDidn'TLiveWithYouDueToDivorceOrSeparation:cCorrectAmount

Money

Correct amount from dependents not living with the filer

1040_x-ExemptionsAndDependents:27OtherDependents:aOriginalAmount

Money

Original amount in other exemptions from dependents claimed by the filer

1040_x-ExemptionsAndDependents:27OtherDependents:bNetChange

Money

Amount changed in other exemptions from dependents claimed by the filer

1040_x-ExemptionsAndDependents:27OtherDependents:cCorrectAmount

Money

Correct amount in other exemptions from dependents claimed by the filer

1040_x-ExemptionsAndDependents:28TotalNumberOfExemptions:aOriginalAmount

Money

Original amount in total dependent exemptions claimed by the filer

1040_x-ExemptionsAndDependents:28TotalNumberOfExemptions:bNetChange

Money

Amount changed in total dependent exemptions claimed by the filer

1040_x-ExemptionsAndDependents:28TotalNumberOfExemptions:cCorrectAmount

Money

Correct amount in total exemptions from dependents claimed by the filer

1040_x-ExemptionsAndDependents:29MultiplyTheNumberOfExemptionsClaimedOnLine28:aOriginalAmount

Money

Original amount in total exemptions claimed on Line 28 by the filer

1040_x-ExemptionsAndDependents:29MultiplyTheNumberOfExemptionsClaimedOnLine28:bNetChange

Money

Amount changed in total exemptions claimed on Line 28 by the filer

1040_x-ExemptionsAndDependents:29MultiplyTheNumberOfExemptionsClaimedOnLine28:cCorrectAmount

Money

Correct amount in total exemptions claimed on Line 28 by the filer

1040_x-General:year

Text

Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 form

1040_x-General:yourFirstNameAndMiddleInitial

Text

First and middle name of the filer

1040_x-General:lastName

Text

Last name of he filer

1040_x-General:yourSocialSecurityNumber

Text

Formatted XXX-XX-XXXX. Social Security number of the filer

1040_x-General:spouse'sFirstNameAndMiddleInitial

Text

Default is_empty = true First and middle name of the filer's spouse

1040_x-General:spouse'sLastName

Text

Default is_empty = true. Last name of the filer's spouse

1040_x-General:spouse'sSocialSecurityNumber

Text

Default is_empty = true. Formatted XXX-XX-XXXX. Social Security number of the filer's spouse.

1040_x-General:currentHomeAddress

Text

Current home address of the filer

1040_x-General:apt.No.

Text

Default is_empty = true. Apartment number of the filer, if applicable.

1040_x-General:yourPhoneNumber

Text

Formatted (XXX)XXX-XXXX. Phone number of the filer

1040_x-General:cityTownOrPostOfficeStateAndZipCode

Text

City, State and Zip code where the filer's home address is located

1040_x-General:foreignCountryName

Text

Default is_empty = true. Name of the foreign country in which the filer resides

1040_x-General:foreignProvince/State/County

Text

Default is_empty = true. Province, state or country in the foreign country in which the filer resides

1040_x-General:foreignPostalCode

Text

Default is_empty = true. Foreign postal code in which the filer resides

1040_x-General:amendedReturnFilingStatus

SINGLE
MARRIED FILING JOINTLY
MFS
QW
HOH

Filing status of the applicant

1040_x-IncomeAndDeductions:1AdjustedGrossIncome:aOriginalAmount

Money

Original amount in adjusted gross income earned by the filer

1040_x-IncomeAndDeductions:1AdjustedGrossIncome:bNetChange

Money

Amount changed from the original gross income earned by the filer

1040_x-IncomeAndDeductions:1AdjustedGrossIncome:cCorrectAmount

Money

Correct amount in adjusted gross income earned by the filer

1040_x-IncomeAndDeductions:2ItemizedDeductionsOrStandardDeduction:aOriginalAmount

Money

Original amount in deductions claimed by the filer

1040_x-IncomeAndDeductions:2ItemizedDeductionsOrStandardDeduction:bNetChange

Money

Amount changed from the original amount in deductions claimed by the filer

1040_x-IncomeAndDeductions:2ItemizedDeductionsOrStandardDeduction:cCorrectAmount

Money

Correct amount in deductions claimed by the filer

1040_x-IncomeAndDeductions:3SubtractLine2FromLine1:aOriginalAmount

Money

Calculated amount. Differences between Line 2 and Line 1 for original amount

1040_x-IncomeAndDeductions:3SubtractLine2FromLine1:bNetChange

Money

Calculated amount. Differences between Line 2 and Line 1 for net change amount

1040_x-IncomeAndDeductions:3SubtractLine2FromLine1:cCorrectAmount

Money

Calculated amount. Differences between Line 2 and Line 1 for correct amount

1040_x-IncomeAndDeductions:4aExemptions:aOriginalAmount

Money

Original amount in exemptions claimed in exceptions by the filer

1040_x-IncomeAndDeductions:4aExemptions:bNetChange

Money

Amount changed from the original amount in exemptions claimed by the filer

1040_x-IncomeAndDeductions:4aExemptions:cCorrectAmount

Money

Correct amount in exemptions claimed by the filer

1040_x-IncomeAndDeductions:4bQualifiedBusinessIncomeDeduction:aOriginalAmount

Money

Original amount in qualified business income deduction claimed in exceptions by the filer

1040_x-IncomeAndDeductions:4bQualifiedBusinessIncomeDeduction:bNetChange

Money

Amount changed in qualified business income deductions claimed by the filer

1040_x-IncomeAndDeductions:4bQualifiedBusinessIncomeDeduction:cCorrectAmount

Money

Correct amount in qualified business income deductions claimed by the filer

1040_x-IncomeAndDeductions:5TaxableIncome:aOriginalAmount

Money

Original amount in taxable income claimed in exceptions by the filer

1040_x-IncomeAndDeductions:5TaxableIncome:bNetChange

Money

Amount changed in taxable income deductions claimed by the filer

1040_x-IncomeAndDeductions:5TaxableIncome:cCorrectAmount

Money

Correct amount in taxable income deductions claimed by the filer

1040_x-Payments:12FederalIncomeTaxWithheld:aOriginalAmount

Money

Original amount in federal income tax withheld claimed by the filer

1040_x-Payments:12FederalIncomeTaxWithheld:bNetChange

Money

Amount changed in federal income tax withheld claimed by the filer

1040_x-Payments:12FederalIncomeTaxWithheld:cCorrectAmount

Money

Correct amount in federal income tax claimed by the filer

1040_x-Payments:13EstimatedTaxPayments:aOriginalAmount

Money

Original amount in estimated tax payments claimed by the filer

1040_x-Payments:13EstimatedTaxPayments:bNetChange

Money

Amount changed in estimated tax payments claimed by the filer

1040_x-Payments:13EstimatedTaxPayments:cCorrectAmount

Money

Correct amount in estimated tax payments claimed by the filer

1040_x-Payments:14EarnedIncomeCredit(Eic):aOriginalAmount

Money

Original amount in earned income credit claimed by the filer

1040_x-Payments:14EarnedIncomeCredit(Eic):bNetChange

Money

Amount changed in earned income credit claimed by the filer

1040_x-Payments:14EarnedIncomeCredit(Eic):cCorrectAmount

Money

Correct amount in earned income credit claimed by the filer

1040_x-Payments:15RefundableCreditsFrom:aOriginalAmount

Money

Original amount in refundable credits claimed by the filer

1040_x-Payments:15RefundableCreditsFrom:bNetChange

Money

Amount changed In refundable credits claimed by the filer

1040_x-Payments:15RefundableCreditsFrom:cCorrectAmount

Money

Correct amount in refundable credits claimed by the filer

1040_x-Payments:16TotalAmountPaidWithRequestForExtensionOfTimeToFile

Money

Total amount paid with request for extension of time to file

1040_x-Payments:17TotalPayments

Money

Total payments made by the filer

1040_x-RefundOrAmountYouOwe:18OverpaymentIfAnyAsShownOnOriginalReturn

Money

Amount owed to or by the filer

1040_x-RefundOrAmountYouOwe:19SubtractLine18FromLine17

Money

Calculated amount. Difference between line 18 and line 17

1040_x-RefundOrAmountYouOwe:20AmountYouOwe

Money

Amount owed by the filer

1040_x-RefundOrAmountYouOwe:21IfLine11ColumnCIsLessThanLine19EnterTheDifference

Money

Calculated amount. Difference between Line 11 and Line 19E.

1040_x-RefundOrAmountYouOwe:22AmountOfLine21YouWantRefundedToYou

Money

Amount from Line 21 filer wants refunded

1040_x-RefundOrAmountYouOwe:23AmountOfLine21YouWantAppliedToYour(EnterYear)

Text

Year filer wants refunded amount applied to

1040_x-RefundOrAmountYouOwe:23EstimatedTax

Money

Estimated tax paid on the amount applied to selected year

1040_x-SignHere:yourSignature:signed?

SIGNED
NOT SIGNED

SIGNED if signature of filer exists on the form

1040_x-SignHere:yourSignature:date

Date

Date on which the filer signed the form

1040_x-SignHere:yourSignature:yourOccupation

Text

Occupation of the filer

1040_x-SignHere:spouse'sSignature:signed?

SIGNED
NOT SIGNED

SIGNED if signature of the filer's spouse exists on the form

1040_x-SignHere:spouse'sSignature:date

Date

Date on which the filer's spouse signed the form

1040_x-SignHere:spouse'sSignature:spouse'sOccupation

Text

Occupation of the filer's spouse

1040_x-SignHere:preparersSignature:signed?

SIGNED
NOT SIGNED

SIGNED if signature of the preparer exists on the form

1040_x-SignHere:preparersSignature:date

Date

Date on which the preparer signed the form

1040_x-SignHere:preparersSignature:firm'sName

Text

Firm from which the preparer is employed by

1040_x-SignHere:print/typePreparer'SName

Text

Name of the preparer of the form

1040_x-SignHere:firm'sAddressAndZipCode

Text

Address of the preparer

1040_x-SignHere:ptin

Text

PTIN of the preparer

1040_x-SignHere:checkIfSelf-Employed

CHECKED
NOT CHECKED

CHECKED if preparer is self employed

1040_x-SignHere:phoneNumber

Text

Formatted (XXX)XXX-XXXX. Phone number of the preparer

1040_x-SignHere:ein

Text

EIN of the preparer or preparer's firm

1040_x-TaxLiability:6Tax:aOriginalAmount

Money

Original amount in tax liability claimed by the filer

1040_x-TaxLiability:6Tax:bNetChange

Money

Amount changed In tax liability claimed by the filer

1040_x-TaxLiability:6Tax:cCorrectAmount

Money

Correct amount in tax liability claimed by the filer

1040_x-TaxLiability:7Credits:aOriginalAmount

Money

Original amount in tax credits earned by the filer

1040_x-TaxLiability:7Credits:bNetChange

Money

Amount changed In tax credits earned by the filer

1040_x-TaxLiability:7Credits:cCorrectAmount

Money

Correct amount in tax credits claimed by the filer

1040_x-TaxLiability:8SubtractLine7FromLine6:aOriginalAmount

Money

Calculated field. Difference between Line 7 and 6a

1040_x-TaxLiability:8SubtractLine7FromLine6:bNetChange

Money

Calculated field. Difference between Line 7 and 6b

1040_x-TaxLiability:8SubtractLine7FromLine6:cCorrectAmount

Money

Calculated field. Difference between Line 7 and 6c

1040_x-TaxLiability:9HealthCare:aOriginalAmount

Money

Original amount in health care claimed by the filer

1040_x-TaxLiability:9HealthCare:bNetChange

Money

Amount changed In health care claimed by the filer

1040_x-TaxLiability:9HealthCare:cCorrectAmount

Money

Correct amount in health care claimed by the filer

1040_x-TaxLiability:10OtherTaxes:aOriginalAmount

Money

Original amount in other taxes claimed by the filer

1040_x-TaxLiability:10OtherTaxes:bNetChange

Money

Amount changed In other taxes claimed by the filer

1040_x-TaxLiability:10OtherTaxes:cCorrectAmount

Money

Correct amount in other taxes claimed by the filer

1040_x-TaxLiability:11TotalTax:aOriginalAmount

Money

Original amount in total taxes claimed by the filer

1040_x-TaxLiability:11TotalTax:bNetChange

Money

Amount changed In total taxes claimed by the filer

1040_x-TaxLiability:11TotalTax:cCorrectAmount

Money

Correct amount in total taxes claimed by the filer

Updated 3 months ago


IRS Form 1040-X


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.