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

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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.

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SCHEDULE 1

The form type A_1040_SCHEDULE_1_2020 supports data capture from the IRS 1040 Schedule 1 only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON attributeData typeDescription
a_1040_schedule_1_2020-Part1-General:yearIntegerNumerical description of the Form's pre-printed year, e.g. "2020" for a 2020 form.
a_1040_schedule_1_2020-Part1-General:name(s)ShownOnForm1040TextName of the individual reporting
a_1040_schedule_1_2020-Part1-General:socialSecurityNumberTextFormatted XXX-XX-XXXX. The Social Security Number of the filing individual
a_1040_schedule_1_2020-Part2-AdditionalIncome:line1-TaxableRefundsCreditsOrOffsetsOfStateAndLocalIncomeTaxesMoneyTaxable refunds, credits, or offset of state and local income taxes
a_1040_schedule_1_2020-Part2-AdditionalIncome:line2A-AlimonyReceivedMoneyAlimony received
a_1040_schedule_1_2020-Part2-AdditionalIncome:line2B-DateOfOriginalDivorceOrSeparationAgreementDateDate of original divorce or separation agreement
a_1040_schedule_1_2020-Part2-AdditionalIncome:line3-BusinessIncomeOr(Loss)MoneyBusiness income (loss)
a_1040_schedule_1_2020-Part2-AdditionalIncome:line4-OtherGainsOr(Losses)MoneyOther gains (losses)
a_1040_schedule_1_2020-Part2-AdditionalIncome:line5-RentalRealEstateRoyaltiesPartnershipsSCorporationsTrustsEtcMoneyAdditional income from rental real estate royalties, partnerships, S corporations, etc.
a_1040_schedule_1_2020-Part2-AdditionalIncome:line6-FarmIncomeOr(Loss)MoneyFarm income (loss)
a_1040_schedule_1_2020-Part2-AdditionalIncome:line7-UnemploymentCompensationMoneyUnemployment compensation
a_1040_schedule_1_2020-Part2-AdditionalIncome:line8-OtherIncomeAmountMoneyOther income
a_1040_schedule_1_2020-Part2-AdditionalIncome:line8-OtherIncomeListTypeTextOther income type
a_1040_schedule_1_2020-Part2-AdditionalIncome:line9-CombineLines1Through8-EnterHereAndOnForm1040Or1040-SrOr1040-NrLine8MoneyCalculated leveraging lines 1 - 8
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line10-EducatorExpensesMoneyEducator expenses
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line11-CertainBusinessExpensesOfReservistsPerformingArtistsAndFee-BasisGovernmentOfficialsMoneyBusiness expenses of reservists, performing artists and fee-based government officials
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line12-HealthSavingsAccountDeductionMoneyHealth savings account deduction
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line13-MovingExpensesForMembersOfTheArmedForcesMoneyMoving expenses for armed forces members
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line14-DeductiblePartOfSelf-EmploymentTaxMoneyDeductible part of self-employment tax
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line15-Self-EmployedSepSimpleAndQualifiedPlansMoneySelf-employed SEP, simple and qualified plans
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line16-Self-EmployedHealthInsuranceDeductionMoneySelf-employed health insurance deduction
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line17-PenaltyOnEarlyWithdrawalOfSavingsMoneyPenalty on early withdrawal of savings
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18A-AlimonyPaidMoneyAlimony paid
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18B-RecipientsSsnTextFormatted XXX-XX-XXXX. The Social Security Number of the recipient
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18C-DateOfOriginalDivorceOrSeparationAgreementDateDate of original divorce or separation agreement
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line19-IraDeductionMoneyIRA deduction
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line20-StudentLoanInterestDeductionMoneyStudent loan interest deduction
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line21-TuitionAndFeesDeductionTextTuition and fees deduction
a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line22-AddLines10Through21-TheseAreYourAdjustmentsToIncomeMoneyCalculated leveraging lines 10 - 21

Sample form

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

Sample JSON result

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    "message": "OK",
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                "form_type": "A_1040_SCHEDULE_1_2020",
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                        "alias_used": null,
                        "value": "JOHN DOE & AMY KNIGHT",
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                        "is_empty": true,
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                    "a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18A-AlimonyPaid": {
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}