IRS Form 1040 Schedule 3 (2021) - Additional Credits and Payments

IRS Form 1040 Schedule 3 (2021) is used for alternative minimum tax and repayment of any excess premium tax credits.

The form_type parameter A_1040_SCHEDULE_3_2021 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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The form type A_1040_SCHEDULE_3_2021 supports data capture from the IRS 1040 Schedule 3 only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON AttributeData TypeDescription
a_1040_schedule_3_2021-General:yearIntegerYear
a_1040_schedule_3_2021-General:name(s)ShownOnForm10401040-SrOr1040-NrTextName(S) Shown On Form 1040 1040-Sr Or 1040-Nr
a_1040_schedule_3_2021-General:yourSocialSecurityNumberSocial Security NumberYour Social Security Number
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line1-ForeignTaxCreditAttachForm1116IfRequiredMoneyLine 1 - Foreign Tax Credit Attach Form 1116 If Required
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line2-CreditForChildAndDependentCareExpensesFromForm2441MoneyLine 2 - Credit For Child And Dependent Care Expenses From Form 2441
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line3-EducationCreditsFromForm8863Line19MoneyLine 3 - Education Credits From Form 8863 Line 19
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line4-RetirementSavingsContributionsCreditAttachForm8880MoneyLine 4 - Retirement Savings Contributions Credit Attach Form 8880
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line5-ResidentialEnergyCreditsAttachForm5695MoneyLine 5 - Residential Energy Credits Attach Form 5695
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6A-GeneralBusinessCreditAttachForm3800MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6B-CreditForPriorYearMinimumTaxAttachForm8801MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6C-AdoptionCreditAttachForm8839MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6D-CreditForTheElderlyOrDisabledAttachScheduleRMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6E-AlternativeMotorVehicleCreditAttachForm8910MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6F-QualifiedPlug-InMotorVehicleCreditAttachForm8936MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6G-MortgageInterestCreditAttachForm8396MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6H-DistrictOfColumbiaFirst-TimeHomebuyerCreditAttachForm8859MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6I-QualifiedElectricVehicleCreditAttachForm8834MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6J-AlternativeFuelVehicleRefuelingPropertyCreditAttachForm8911MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6K-CreditToHoldersOfTaxCreditBondsAttachForm8912MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6L-AmountOnForm8978Line14SeeInstructionsMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCreditsList-TypeTextLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCreditsAmountMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line7-TotalOtherNonrefundableCreditsAddLines6AThrough6ZMoneyLine 7 - Total Other Nonrefundable Credits Add Lines 6A Through 6Z
a_1040_schedule_3_2021-Part2-NonrefundableCredits:line8-AddLines1Through5And7EnterHereAndOnForm10401040-SrOr1040-NrMoneyLine 8 - Add Lines 1 Through 5 And 7 Enter Here And On Form 1040 1040-Sr Or 1040-Nr
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line9-NetPremiumTaxCreditAttachForm8962MoneyLine 9 - Net Premium Tax Credit Attach Form 8962
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line10-AmountPaidWithRequestForExtensionToFile(SeeInstructions)MoneyLine 10 - Amount Paid With Request For Extension To File (See Instructions)
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line11-ExcessSocialSecurityAndTier1RrtaTaxWithheldMoneyLine 11 - Excess Social Security And Tier 1 Rrta Tax Withheld
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line12-CreditForFederalTaxOnFuelsAttachForm4136MoneyLine 12 - Credit For Federal Tax On Fuels Attach Form 4136
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13A-Form2439MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13B-QualifiedSickAndFamilyLeaveCreditsFromSchedule(S)HAndForm(S)720MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13C-HealthCoverageTaxCreditFromForm8885MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13D-CreditForRepaymentOfAmountsIncludedInIncomeFromEarlierYearsMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13E-ReservedForFutureUseMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13F-DeferredAmountOfNet965TaxLiability(SeeInstructions)MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13G-CreditForChildAndDependentCareExpensesFromForm2441Line10MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13H-QualifiedSickAndFamilyLeaveCreditsFromSchedule(S)HAndForm(S)7202MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCreditsList-TypeTextLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCreditsAmountMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line14-TotalOtherPaymentsOrRefundableCreditsAddLines13AThrough13ZMoneyLine 14 - Total Other Payments Or Refundable Credits Add Lines 13A Through 13Z
a_1040_schedule_3_2021-Part3-NonrefundableCredits:line15-AddLines9Through12And14EnterHereAndOnForm10401040-SrOr1040-NrMoneyLine 15 - Add Lines 9 Through 12 And 14 Enter Here And On Form 1040 1040-Sr Or 1040-Nr

Sample form

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

Sample JSON result

{
                "pk": 44202676,
                "uuid": "e8bc59bf-fb50-464e-ac13-bb3b811dc1db",
                "uploaded_doc_pk": 51667649,
                "form_type": "A_1040_SCHEDULE_3_2021",
                "raw_fields": {
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line9-NetPremiumTaxCreditAttachForm8962": {
                        "value": "5100.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line12-CreditForFederalTaxOnFuelsAttachForm4136": {
                        "value": "600.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line11-ExcessSocialSecurityAndTier1RrtaTaxWithheld": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13A-Form2439": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line10-AmountPaidWithRequestForExtensionToFile(SeeInstructions)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line14-TotalOtherPaymentsOrRefundableCreditsAddLines13AThrough13Z": {
                        "value": "4200.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13E-ReservedForFutureUse": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line15-AddLines9Through12And14EnterHereAndOnForm10401040-SrOr1040-Nr": {
                        "value": "9900.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13C-HealthCoverageTaxCreditFromForm8885": {
                        "value": "700.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCreditsAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCreditsList-Type": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13F-DeferredAmountOfNet965TaxLiability(SeeInstructions)": {
                        "value": "900.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13G-CreditForChildAndDependentCareExpensesFromForm2441Line10": {
                        "value": "600.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13D-CreditForRepaymentOfAmountsIncludedInIncomeFromEarlierYears": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13B-QualifiedSickAndFamilyLeaveCreditsFromSchedule(S)HAndForm(S)720": {
                        "value": "2000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part3-NonrefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13H-QualifiedSickAndFamilyLeaveCreditsFromSchedule(S)HAndForm(S)7202": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-General:year": {
                        "value": "2021",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-General:yourSocialSecurityNumber": {
                        "value": "487-65-4328",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-General:name(s)ShownOnForm10401040-SrOr1040-Nr": {
                        "value": "MAY DOE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line3-EducationCreditsFromForm8863Line19": {
                        "value": "1800.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line5-ResidentialEnergyCreditsAttachForm5695": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line1-ForeignTaxCreditAttachForm1116IfRequired": {
                        "value": "1200.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line7-TotalOtherNonrefundableCreditsAddLines6AThrough6Z": {
                        "value": "3400.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line2-CreditForChildAndDependentCareExpensesFromForm2441": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line4-RetirementSavingsContributionsCreditAttachForm8880": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line8-AddLines1Through5And7EnterHereAndOnForm10401040-SrOr1040-Nr": {
                        "value": "6400.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6C-AdoptionCreditAttachForm8839": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCreditsAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCreditsList-Type": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6A-GeneralBusinessCreditAttachForm3800": {
                        "value": "1000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6G-MortgageInterestCreditAttachForm8396": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6L-AmountOnForm8978Line14SeeInstructions": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6B-CreditForPriorYearMinimumTaxAttachForm8801": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6E-AlternativeMotorVehicleCreditAttachForm8910": {
                        "value": "800.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6D-CreditForTheElderlyOrDisabledAttachScheduleR": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6I-QualifiedElectricVehicleCreditAttachForm8834": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6K-CreditToHoldersOfTaxCreditBondsAttachForm8912": {
                        "value": "900.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6F-QualifiedPlug-InMotorVehicleCreditAttachForm8936": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6H-DistrictOfColumbiaFirst-TimeHomebuyerCreditAttachForm8859": {
                        "value": "700.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    },
                    "a_1040_schedule_3_2021-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6J-AlternativeFuelVehicleRefuelingPropertyCreditAttachForm8911": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "1040 Sch 3 2021 (1).pdf"
                    }
                },
                "form_config_pk": 197576,
                "tables": []
            },          
    "message": "OK"
}