IRS Form 1040 Schedule 1 (2020)
IRS Form 1040 Schedule 1 (2020) 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_2020 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_2020supports 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_2020-Part1-General:year | Integer | Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 form. |
a_1040_schedule_1_2020-Part1-General:name(s)ShownOnForm1040 | Text | Name of the individual reporting |
a_1040_schedule_1_2020-Part1-General:socialSecurityNumber | Text | Formatted XXX-XX-XXXX. The Social Security Number of the filing individual |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line1-TaxableRefundsCreditsOrOffsetsOfStateAndLocalIncomeTaxes | Money | Taxable refunds, credits, or offset of state and local income taxes |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line2A-AlimonyReceived | Money | Alimony received |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line2B-DateOfOriginalDivorceOrSeparationAgreement | Date | Date of original divorce or separation agreement |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line3-BusinessIncomeOr(Loss) | Money | Business income (loss) |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line4-OtherGainsOr(Losses) | Money | Other gains (losses) |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line5-RentalRealEstateRoyaltiesPartnershipsSCorporationsTrustsEtc | Money | Additional income from rental real estate royalties, partnerships, S corporations, etc. |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line6-FarmIncomeOr(Loss) | Money | Farm income (loss) |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line7-UnemploymentCompensation | Money | Unemployment compensation |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line8-OtherIncomeAmount | Money | Other income |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line8-OtherIncomeListType | Text | Other income type |
a_1040_schedule_1_2020-Part2-AdditionalIncome:line9-CombineLines1Through8-EnterHereAndOnForm1040Or1040-SrOr1040-NrLine8 | Money | Calculated leveraging lines 1 - 8 |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line10-EducatorExpenses | Money | Educator expenses |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line11-CertainBusinessExpensesOfReservistsPerformingArtistsAndFee-BasisGovernmentOfficials | Money | Business expenses of reservists, performing artists and fee-based government officials |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line12-HealthSavingsAccountDeduction | Money | Health savings account deduction |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line13-MovingExpensesForMembersOfTheArmedForces | Money | Moving expenses for armed forces members |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line14-DeductiblePartOfSelf-EmploymentTax | Money | Deductible part of self-employment tax |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line15-Self-EmployedSepSimpleAndQualifiedPlans | Money | Self-employed SEP, simple and qualified plans |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line16-Self-EmployedHealthInsuranceDeduction | Money | Self-employed health insurance deduction |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line17-PenaltyOnEarlyWithdrawalOfSavings | Money | Penalty on early withdrawal of savings |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18A-AlimonyPaid | Money | Alimony paid |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18B-RecipientsSsn | Text | Formatted XXX-XX-XXXX. The Social Security Number of the recipient |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18C-DateOfOriginalDivorceOrSeparationAgreement | Date | Date of original divorce or separation agreement |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line19-IraDeduction | Money | IRA deduction |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line20-StudentLoanInterestDeduction | Money | Student loan interest deduction |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line21-TuitionAndFeesDeduction | Text | Tuition and fees deduction |
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line22-AddLines10Through21-TheseAreYourAdjustmentsToIncome | Money | Calculated leveraging lines 10 - 21 |
Sample form
The below Ocrolus sample PDF (input) matches the below sample JSON result (output).
drive.google.comSample JSON result
"status": 200,
"message": "OK",
"response": {
"forms": [
{
"tables": [],
"form_config_pk": 5072,
"uuid": "83387530-ae9e-4212-976d-25fd45fd0115",
"form_type": "A_1040_SCHEDULE_1_2020",
"pk": 13147011,
"raw_fields": {
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line9-CombineLines1Through8-EnterHereAndOnForm1040Or1040-SrOr1040-NrLine8": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "104331.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line1-TaxableRefundsCreditsOrOffsetsOfStateAndLocalIncomeTaxes": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line21-TuitionAndFeesDeduction": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line22-AddLines10Through21-TheseAreYourAdjustmentsToIncome": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "5334.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part1-General:name(s)ShownOnForm1040": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "JOHN DOE & AMY KNIGHT",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line8-OtherIncomeAmount": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line5-RentalRealEstateRoyaltiesPartnershipsSCorporationsTrustsEtc": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "62693.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part1-General:year": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "2020",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line11-CertainBusinessExpensesOfReservistsPerformingArtistsAndFee-BasisGovernmentOfficials": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line8-OtherIncomeListType": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18C-DateOfOriginalDivorceOrSeparationAgreement": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line17-PenaltyOnEarlyWithdrawalOfSavings": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line14-DeductiblePartOfSelf-EmploymentTax": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "3043.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line10-EducatorExpenses": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line12-HealthSavingsAccountDeduction": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line6-FarmIncomeOr(Loss)": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line20-StudentLoanInterestDeduction": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line13-MovingExpensesForMembersOfTheArmedForces": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line16-Self-EmployedHealthInsuranceDeduction": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line7-UnemploymentCompensation": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line3-BusinessIncomeOr(Loss)": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "40446.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line4-OtherGainsOr(Losses)": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "1192.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18B-RecipientsSsn": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line2B-DateOfOriginalDivorceOrSeparationAgreement": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line19-IraDeduction": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line15-Self-EmployedSepSimpleAndQualifiedPlans": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "2291.00",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part1-General:socialSecurityNumber": {
"is_empty": false,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "452-53-7841",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18A-AlimonyPaid": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
},
"a_1040_schedule_1_2020-Part2-AdditionalIncome:line2A-AlimonyReceived": {
"is_empty": true,
"source_filename": "Sample 1040 Schedule_1 2020.pdf",
"alias_used": null,
"value": "",
"page_doc_pk": 98191023
}
}
}
],
"pk": 13762753,
"uuid": "604715df-2c2b-4046-9771-1f170ac0a5a8"
}
}
Updated over 1 year ago