IRS Form 1040 Schedule 2 (2021) - Additional Taxes
This form is used to calculate and address the Alternative Minimum Tax (AMT) to ensure taxpayer's compliance with this specific tax requirement. It is also used for the repayment of excess premium tax credits received by taxpayers.
To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_2_2021
in the form_type
parameter.
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.
The form type A_1040_SCHEDULE_2_2021 supports data capture from the IRS 1040 Schedule 2 only. Form 1040 (first 2 pages) is processed as a separate form type.
JSON Attribute | Data Type | Description |
---|---|---|
a_1040_schedule_2_2021-Part1-General:year | Integer | Year |
a_1040_schedule_2_2021-Part1-General:name(s)ShownOnForm10401040-SrOr1040-Nr | Text | Name(s) Shown On Form 1040 1040-SR Or 1040-NR |
a_1040_schedule_2_2021-Part1-General:yourSocialSecurityNumber | Social Security Number | Your Social Security Number |
a_1040_schedule_2_2021-Part2-Tax:line1-AlternativeMinimumTax.AttachForm6251 | Money | Line 1 - Alternative Minimum Tax. Attach Form 6251 |
a_1040_schedule_2_2021-Part2-Tax:line2-ExcessAdvancePremiumTaxCreditRepayment.AttachForm8962 | Money | Line 2 - Excess Advance Premium Tax Credit Repayment. Attach Form 8962 |
a_1040_schedule_2_2021-Part2-Tax:line3-AddLines1And2.EnterHereAndOnForm10401040-SrOr1040-NrLine17 | Money | Line 3 - Add Lines 1 And 2. Enter Here And On Form 1040 1040-SR Or 1040-NR Line 17 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line4-Self-EmploymentTax.AttachScheduleSe | Money | Line 4 - Self-Employment Tax. Attach Schedule SE |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line5-SocialSecurityAndMedicareTaxOnUnreportedTipIncome.AttachForm4137 | Money | Line 5 - Social Security And Medicare Tax On Unreported Tip Income. Attach Form 4137 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line6-UncollectedSocialSecurityAndMedicareTaxOnWages.AttachForm8919 | Money | Line 6 - Uncollected Social Security And Medicare Tax On Wages. Attach Form 8919 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line7-TotalAdditionalSocialSecurityAndMedicareTax.AddLines5And6 | Money | Line 7 - Total Additional Social Security And Medicare Tax. Add Lines 5 And 6 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line8-AdditionalTaxOnIrasOrOtherTax-FavoredAccounts.AttachForm5329 | Money | Line 8 - Additional Tax On IRAs Or Other Tax-Favored Accounts. Attach Form 5329 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line9-HouseholdEmploymentTaxes.AttachScheduleH | Money | Line 9 - Household Employment Taxes. Attach Schedule H |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line10-RepaymentOfFirst-TimeHomebuyerCredit.AttachForm5405IfRequired. | Money | Line 10 - Repayment Of First-Time Homebuyer Credit. Attach Form 5405 If Required . |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line11-AdditionalMedicareTax.AttachForm8959 | Money | Line 11 - Additional Medicare Tax. Attach Form 8959 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line12-NetInvestmentIncomeTax.AttachForm8960 | Money | Line 12 - Net Investment Income Tax. Attach Form 8960 |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line13-UncollectedSocialSecurityAndMedicareOrRrtaTaxOnTips | Money | Line 13 - Uncollected Social Security And Medicare Or RRTA Tax On Tips |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line14-InterestOnTaxDueOnInstallmentIncomeFromTheSaleOfCertainResidential | Money | Line 14 - Interest On Tax Due On Installment Income From The Sale Of Certain Residential |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line15-InterestOnTheDeferredTaxOnGainFromCertainInstallmentSalesWithASales | Money | Line 15 - Interest On The Deferred Tax On Gain From Certain Installment Sales With A Sales |
a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line16-RecaptureOfLow-IncomeHousingCredit.AttachForm8611 | Money | Line 16 - Recapture Of Low-Income Housing Credit. Attach Form 8611 |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17A-RecaptureOfOtherCredits.ListType | Text | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17A-RecaptureOfOtherCredits.FormNumber | Text | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17A-RecaptureOfOtherCredits.Amount | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17B-RecaptureOfFederalMortgageSubsidy.IfYouSoldYourHomeIn | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17C-AdditionalTaxOnHsaDistributions.AttachForm8889 | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17D-AdditionalTaxOnAnHsaBecauseYouDidn'TRemainAnEligible | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17E-AdditionalTaxOnArcherMsaDistributions.AttachForm8853 | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17F-AdditionalTaxOnMedicareAdvantageMsaDistributions.AttachForm8853 | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17G-RecaptureOfACharitableContributionDeductionRelatedToAFractional | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17H-IncomeYouReceivedFromANonqualifiedDeferredCompensationPlan | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17I-CompensationYouReceivedFromANonqualifiedDeferredCompensation | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17J-Section72(M)(5)ExcessBenefitsTax | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17K-GoldenParachutePayments | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17L-TaxOnAccumulationDistributionOfTrusts | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17M-ExciseTaxOnInsiderStockCompensationFromAnExpatriatedCorporation | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17N-Look-BackInterestUnderSection167(G)Or460(B)FromForm8697Or8866 | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17O-TaxOnNon-EffectivelyConnectedIncomeForAnyPartOfTheYear | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17P-AnyInterestFromForm8621Line16FRelatingToDistributionsFrom | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17Q-AnyInterestFromForm8621Line24 | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17Z-AnyOtherTaxes.ListType | Text | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17Z-AnyOtherTaxes.Amount | Money | Line 17 - Other Additional Taxes |
a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line18-TotalAdditionalTaxes.AddLines17AThrough17Z | Money | Line 18 - Total Additional Taxes. Add Lines 17A Through 17Z |
a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line19-AdditionalTaxFromSchedule8812 | Money | Line 19 - Additional Tax From Schedule 8812 |
a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line20-Section965NetTaxLiabilityInstallmentFromForm965-A | Money | Line 20 - Section 965 Net Tax Liability Installment From Form 965-A |
a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line21-AddLines47Through1618And19.TheseAreYourTotalOtherTaxes. | Money | Line 21 - Add Lines 4 7 Through 16 18 And 19. These Are Your Total Other Taxes. |
Sample form
The below Ocrolus sample PDF (input) matches the below sample JSON result (output).
Sample JSON result
{
"status": 200,
"response": {
"pk": 41452505,
"uuid": "e5ed879c-ce6d-4b05-89c9-7f16e65173cf",
"forms": [
{
"pk": 37904770,
"uuid": "bfdb3b20-757a-43c7-9128-779083f09815",
"form_type": "A_1040_SCHEDULE_2_2021",
"form_config_pk": 61890,
"tables": [],
"raw_fields": {
"a_1040_schedule_2_2021-Part1-General:year": {
"value": "2021",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part1-General:yourSocialSecurityNumber": {
"value": "111-11-1111",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part1-General:name(s)ShownOnForm10401040-SrOr1040-Nr": {
"value": "MICHAEL SAMPLE",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part2-Tax:line1-AlternativeMinimumTax.AttachForm6251": {
"value": "25000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line4-Self-EmploymentTax.AttachScheduleSe": {
"value": "50000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line11-AdditionalMedicareTax.AttachForm8959": {
"value": "2505.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line12-NetInvestmentIncomeTax.AttachForm8960": {
"value": "11000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part2-Tax:line2-ExcessAdvancePremiumTaxCreditRepayment.AttachForm8962": {
"value": "25000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line9-HouseholdEmploymentTaxes.AttachScheduleH": {
"value": "230.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part2-Tax:line3-AddLines1And2.EnterHereAndOnForm10401040-SrOr1040-NrLine17": {
"value": "50000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line16-RecaptureOfLow-IncomeHousingCredit.AttachForm8611": {
"value": "4321.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line13-UncollectedSocialSecurityAndMedicareOrRrtaTaxOnTips": {
"value": "432.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line7-TotalAdditionalSocialSecurityAndMedicareTax.AddLines5And6": {
"value": "40000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line8-AdditionalTaxOnIrasOrOtherTax-FavoredAccounts.AttachForm5329": {
"value": "500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line6-UncollectedSocialSecurityAndMedicareTaxOnWages.AttachForm8919": {
"value": "4500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line10-RepaymentOfFirst-TimeHomebuyerCredit.AttachForm5405IfRequired.": {
"value": "1152.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line5-SocialSecurityAndMedicareTaxOnUnreportedTipIncome.AttachForm4137": {
"value": "35500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line14-InterestOnTaxDueOnInstallmentIncomeFromTheSaleOfCertainResidential": {
"value": "250.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part3-OtherTaxLines4-16:line15-InterestOnTheDeferredTaxOnGainFromCertainInstallmentSalesWithASales": {
"value": "15000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line19-AdditionalTaxFromSchedule8812": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line18-TotalAdditionalTaxes.AddLines17AThrough17Z": {
"value": "25500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17Z-AnyOtherTaxes.Amount": {
"value": "4000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17Z-AnyOtherTaxes.ListType": {
"value": "GAMBLING",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17K-GoldenParachutePayments": {
"value": "4000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line20-Section965NetTaxLiabilityInstallmentFromForm965-A": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17Q-AnyInterestFromForm8621Line24": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17A-RecaptureOfOtherCredits.Amount": {
"value": "5000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part5-OtherTaxLines18-21:line21-AddLines47Through1618And19.TheseAreYourTotalOtherTaxes.": {
"value": "150890.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17A-RecaptureOfOtherCredits.ListType": {
"value": "LOTTERY",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17J-Section72(M)(5)ExcessBenefitsTax": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17A-RecaptureOfOtherCredits.FormNumber": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17L-TaxOnAccumulationDistributionOfTrusts": {
"value": "2000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17C-AdditionalTaxOnHsaDistributions.AttachForm8889": {
"value": "2000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17D-AdditionalTaxOnAnHsaBecauseYouDidn'TRemainAnEligible": {
"value": "1000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17E-AdditionalTaxOnArcherMsaDistributions.AttachForm8853": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17B-RecaptureOfFederalMortgageSubsidy.IfYouSoldYourHomeIn": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17O-TaxOnNon-EffectivelyConnectedIncomeForAnyPartOfThe\nYear": {
"value": "500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17P-AnyInterestFromForm8621Line16FRelatingToDistributions\nFrom": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17H-IncomeYouReceivedFromANonqualifiedDeferredCompensation\nPlan": {
"value": "1500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17I-CompensationYouReceivedFromANonqualifiedDeferred\nCompensation": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17N-Look-BackInterestUnderSection167(G)Or460(B)FromForm\n8697Or8866": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17F-AdditionalTaxOnMedicareAdvantageMsaDistributions.Attach\nForm8853": {
"value": "5000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17G-RecaptureOfACharitableContributionDeductionRelatedToA\nFractional": {
"value": "500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
},
"a_1040_schedule_2_2021-Part4-OtherTaxLine17:line17-OtherAdditionalTaxes:line17M-ExciseTaxOnInsiderStockCompensationFromAnExpatriated\nCorporation": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1040 Schedule 2 (2021).pdf"
}
}
}
]
},
"message": "OK"
}
Updated about 1 month ago