IRS Form 1040 Schedule 1 (2018)

IRS Form 1040 Schedule 1 (2018) is is used to report types of income that aren't listed on the 1040, such as capital gains, alimony, unemployment payments, and gambling winnings. Schedule 1 also includes some common adjustments to income, like the student loan interest deduction and deductions for educator expenses.

The form_type parameter A_1040_SCHEDULE_1_2018 for the Upload PDF endpoint is required for this form type.

Optional fields captured

📘

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.

🚧

SCHEDULE 1

The form type A_1040_SCHEDULE_1_2018 supports data capture from the IRS 1040 Schedule 1 only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON attribute

Data type

Description

a_1040_schedule_1_2018-Part1-General:year

Integer

Year

a_1040_schedule_1_2018-Part1-General:name(s)ShownOnForm1040

Text

Name(s) Shown On Form 1040

a_1040_schedule_1_2018-Part1-General:socialSecurityNumber

Text

Social Security Number

a_1040_schedule_1_2018-Part2-AdditionalIncome:line1-9BReserved

Money

Line 1-9B Reserved

a_1040_schedule_1_2018-Part2-AdditionalIncome:line10-TaxableRefundsCreditsOrOffsetsOfStateAndLocalIncomeTaxes

Money

Line 10 - Taxable Refunds Credits Or Offsets Of State And Local Income Taxes

a_1040_schedule_1_2018-Part2-AdditionalIncome:line11-AlimonyReceived

Money

Line 11 - Alimony Received

a_1040_schedule_1_2018-Part2-AdditionalIncome:line12-BusinessIncomeOr(Loss)

Money

Line 12 - Business Income Or (Loss)

a_1040_schedule_1_2018-Part2-AdditionalIncome:line13-CapitalGainOr(Loss).AttachScheduleDIfRequired.IfNotRequiredCheckHere

CHECKED
NOT CHECKED

Line 13 - Capital Gain Or (Loss). Attach Schedule D If Required. If Not Required Check Here

a_1040_schedule_1_2018-Part2-AdditionalIncome:line13-CapitalGainOr(Loss).AttachScheduleDIfRequired

Money

Line 13 - Capital Gain Or (Loss). Attach Schedule D If Required

a_1040_schedule_1_2018-Part2-AdditionalIncome:line14-OtherGainsOr(Losses)

Money

Line 14 - Other Gains Or (Losses)

a_1040_schedule_1_2018-Part2-AdditionalIncome:line15A-Reserved

Money

Line 15A - Reserved

a_1040_schedule_1_2018-Part2-AdditionalIncome:line15B

Money

Line 15B

a_1040_schedule_1_2018-Part2-AdditionalIncome:line16A-Reserved

Money

Line 16A - Reserved

a_1040_schedule_1_2018-Part2-AdditionalIncome:line16B

Money

Line 16B

a_1040_schedule_1_2018-Part2-AdditionalIncome:line17-RentalRealEstateRoyaltiesPartnershipsSCorporationsTrustsEtc

Money

Line 17 - Rental Real Estate Royalties Partnerships S Corporations Trusts Etc

a_1040_schedule_1_2018-Part2-AdditionalIncome:line18-FarmIncomeOr(Loss)

Money

Line 18 - Farm Income Or (Loss)

a_1040_schedule_1_2018-Part2-AdditionalIncome:line19-UnemploymentCompensation

Money

Line 19 - Unemployment Compensation

a_1040_schedule_1_2018-Part2-AdditionalIncome:line20A-Reserved

Money

Line 20A - Reserved

a_1040_schedule_1_2018-Part2-AdditionalIncome:line20B

Money

Line 20B

a_1040_schedule_1_2018-Part2-AdditionalIncome:line21-OtherIncomeListType

Text

Line 21 - Other Income List Type

a_1040_schedule_1_2018-Part2-AdditionalIncome:line21-OtherIncomeAmount

Money

Line 21 - Other Income Amount

a_1040_schedule_1_2018-Part2-AdditionalIncome:line22-CombineTheAmountsInTheFarRightColumn.IfYouDon'THaveAnyAdjustmentsToIncomeEnterHereAndIncludeOnForm1040Line6.OtherwiseGoToLine23

Money

Line 22 - Combine The Amounts In The Far Right Column. If You Don`t Have Any Adjustments To Income Enter Here And Include On Form 1040 Line 6. Otherwise Go To Line 23

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line23-EducatorExpenses

Money

Line 23 - Educator Expenses

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line24-CertainBusinessExpensesOfReservistsPerformingArtistsAndFee-BasisGovernmentOfficials

Money

Line 24 - Certain Business Expenses Of Reservists Performing Artists And Fee-Basis Government Officials

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line25-HealthSavingsAccountDeduction

Money

Line 25 - Health Savings Account Deduction

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line26-MovingExpensesForMembersOfTheArmedForces

Money

Line 26 - Moving Expenses For Members Of The Armed Forces

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line27-DeductiblePartOfSelf-EmploymentTax

Money

Line 27 - Deductible Part Of Self-Employment Tax

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line28-Self-EmployedSepSimpleAndQualifiedPlans

Money

Line 28 - Self-Employed SEP SIMPLE And Qualified Plans

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line29-Self-EmployedHealthInsuranceDeduction

Money

Line 29 - Self-Employed Health Insurance Deduction

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line30-PenaltyOnEarlyWithdrawalOfSavings

Money

Line 30 - Penalty On Early Withdrawal Of Savings

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line31A-AlimonyPaid

Money

Line 31A - Alimony Paid

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line31B-RecipientsSsn

Text

Line 31B - Recipients SSN

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line32-IraDeduction

Money

Line 32 - IRA Deduction

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line33-StudentLoanInterestDeduction

Money

Line 33 - Student Loan Interest Deduction

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line34-TuitionAndFees

Money

Line 34 - Tuition And Fees

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line35-Reserved

Money

Line 35 - Reserved

a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line36-AddLines23Through35

Money

Line 36 - Add Lines 23 Through 35

Sample form

The below Ocrolus sample PDF (input) matches the below sample JSON result (output).

Sample JSON result

{
    "status": 200,
    "response": {
        "pk": 25748130,
        "uuid": "e6ee1646-2056-43bc-bed4-67e75912ed2b",
        "forms": [
            {
                "pk": 27720763,
                "uuid": "09d05b5a-88a9-47d2-8d5e-e1effecf6c3e",
                "form_type": "A_1040_SCHEDULE_1_2018",
                "form_config_pk": 11547,
                "tables": [],
                "raw_fields": {
                    "a_1040_schedule_1_2018-Part1-General:year": {
                        "value": "2018",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line15B": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line16B": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line20B": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part1-General:socialSecurityNumber": {
                        "value": "541-21-4563",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part1-General:name(s)ShownOnForm1040": {
                        "value": "MARK T. PARKER",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line1-9BReserved": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line15A-Reserved": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line16A-Reserved": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line20A-Reserved": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line35-Reserved": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line11-AlimonyReceived": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line31A-AlimonyPaid": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line32-IraDeduction": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line21-OtherIncomeAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line31B-RecipientsSsn": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line34-TuitionAndFees": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line18-FarmIncomeOr(Loss)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line21-OtherIncomeListType": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line23-EducatorExpenses": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line14-OtherGainsOr(Losses)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line12-BusinessIncomeOr(Loss)": {
                        "value": "304478.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line36-AddLines23Through35": {
                        "value": "26357.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line19-UnemploymentCompensation": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line33-StudentLoanInterestDeduction": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line25-HealthSavingsAccountDeduction": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line30-PenaltyOnEarlyWithdrawalOfSavings": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line27-DeductiblePartOfSelf-EmploymentTax": {
                        "value": "14885.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line29-Self-EmployedHealthInsuranceDeduction": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line28-Self-EmployedSepSimpleAndQualifiedPlans": {
                        "value": "11472.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line26-MovingExpensesForMembersOfTheArmedForces": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line13-CapitalGainOr(Loss).AttachScheduleDIfRequired": {
                        "value": "-3000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line10-TaxableRefundsCreditsOrOffsetsOfStateAndLocalIncomeTaxes": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line17-RentalRealEstateRoyaltiesPartnershipsSCorporationsTrustsEtc": {
                        "value": "170398.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line13-CapitalGainOr(Loss).AttachScheduleDIfRequired.IfNotRequiredCheckHere": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part3-AdjustmentsToIncome:line24-CertainBusinessExpensesOfReservistsPerformingArtistsAndFee-BasisGovernmentOfficials": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    },
                    "a_1040_schedule_1_2018-Part2-AdditionalIncome:line22-CombineTheAmountsInTheFarRightColumn.IfYouDon'THaveAnyAdjustmentsToIncomeEnterHereAndIncludeOnForm1040Line6.OtherwiseGoToLine23": {
                        "value": "471876.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule 1 2018.pdf"
                    }
                }
            }
        ]
    },
    "message": "OK"
}

Did this page help you?