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 |
|---|---|---|
| Integer | Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 form. |
| Text | Name of the individual reporting |
| Text | Formatted XXX-XX-XXXX. The Social Security Number of the filing individual |
| Taxable refunds, credits, or offset of state and local income taxes | |
| Alimony received | |
| Date of original divorce or separation agreement | |
| Business income (loss) | |
| Other gains (losses) | |
| Additional income from rental real estate royalties, partnerships, S corporations, etc. | |
| Farm income (loss) | |
| Unemployment compensation | |
| Other income | |
| Text | Other income type |
| Calculated leveraging lines 1 - 8 | |
| Educator expenses | |
| Business expenses of reservists, performing artists and fee-based government officials | |
| Health savings account deduction | |
| Moving expenses for armed forces members | |
| Deductible part of self-employment tax | |
| Self-employed SEP, simple and qualified plans | |
| Self-employed health insurance deduction | |
| Penalty on early withdrawal of savings | |
| Alimony paid | |
| Text | Formatted XXX-XX-XXXX. The Social Security Number of the recipient |
| Date of original divorce or separation agreement | |
| IRA deduction | |
| Student loan interest deduction | |
| Text | Tuition and fees deduction |
| 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 4 months ago