IRS Form 1040 Schedule 1 (2020) - Additional Income and Adjustments to Income

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_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).

drive.google.com

Sample 1040 Schedule_1 2020.pdf

Sample 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"
    }
}