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 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).

Sample JSON result

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    "message": "OK",
    "response": {
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                        "alias_used": null,
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                    "a_1040_schedule_1_2020-Part1-General:name(s)ShownOnForm1040": {
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                        "alias_used": null,
                        "value": "JOHN DOE & AMY KNIGHT",
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                    },
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                    },
                    "a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line14-DeductiblePartOfSelf-EmploymentTax": {
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                    },
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                    "a_1040_schedule_1_2020-Part2-AdditionalIncome:line6-FarmIncomeOr(Loss)": {
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                    },
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                    },
                    "a_1040_schedule_1_2020-Part3-AdjustmentsToIncome:line18B-RecipientsSsn": {
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                    },
                    "a_1040_schedule_1_2020-Part2-AdditionalIncome:line2B-DateOfOriginalDivorceOrSeparationAgreement": {
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                        "alias_used": null,
                        "value": "",
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                    },
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                    },
                    "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": {
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                    },
                    "a_1040_schedule_1_2020-Part2-AdditionalIncome:line2A-AlimonyReceived": {
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                        "alias_used": null,
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    }
}

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