IRS Form 1040 Schedule 3 (2023) - Additional Credits and Payments

This form is used for alternative minimum tax and repayment of any excess premium tax credits.

To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_3_2023 in the form_type parameter.

🚧

SCHEDULE 3

The document type A_1040_SCHEDULE_3_2023 supports data capture from the IRS 1040 Schedule 3 only. The first two pages of the document 1040 are processed as a separate document type.

Field descriptions

The following fields are available on this form type:

JSON AttributeData TypeDescription
a_1040_schedule_3_2023-Part1-General:yearIntegerYear
a_1040_schedule_3_2023-Part1-General:name(s)ShownOnForm10401040-SrOr1040-NrTextName(s) Shown On Form 1040 1040-SR Or 1040-NR
a_1040_schedule_3_2023-Part1-General:yourSocialSecurityNumberSocial Security NumberYour Social Security Number
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line1-ForeignTaxCredit.AttachForm1116IfRequiredMoneyLine 1 - Foreign Tax Credit. Attach Form 1116 If Required
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line2-CreditForChildAndDependentCareExpensesFromForm2441Line11MoneyLine 2 - Credit For Child And Dependent Care Expenses From Form 2441 Line 11
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line3-EducationCreditsFromForm8863Line19MoneyLine 3 - Education Credits From Form 8863 Line 19
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line4-RetirementSavingsContributionsCredit.AttachForm8880MoneyLine 4 - Retirement Savings Contributions Credit. Attach Form 8880
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line5A-ResidentialCleanEnergyCreditFromForm5695Line15MoneyLine 5A - Residential Clean Energy Credit From Form 5695 Line 15
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line5B-EnergyEfficientHomeImprovementCreditFromForm5695Line32MoneyLine 5B - Energy Efficient Home Improvement Credit From Form 5695 Line 32
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6A-GeneralBusinessCredit.AttachForm3800MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6B-CreditForPriorYearMinimumTax.AttachForm8801MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6C-AdoptionCredit.AttachForm8839MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6D-CreditForTheElderlyOrDisabled.AttachScheduleRMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6EMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6F-CleanVehicleCredit.AttachForm8936MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6G-MortgageInterestCredit.AttachForm8396MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6H-DistrictOfColumbiaFirst-TimeHomebuyerCredit.AttachForm8859MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6I-QualifiedElectricVehicleCredit.AttachForm8834MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6J-AlternativeFuelVehicleRefuelingPropertyCredit.AttachForm8911MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6K-CreditToHoldersOfTaxCreditBonds.AttachForm8912MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6L-AmountOnForm8978Line14MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6M-CreditForPreviouslyOwnedCleanVehicles.AttachForm8936MoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCredits.ListTypeTextLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCredits.AmountMoneyLine 6 - Other Nonrefundable Credits
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line7-TotalOtherNonrefundableCredits.AddLines6AThrough6ZMoneyLine 7 - Total Other Nonrefundable Credits. Add Lines 6A Through 6Z
a_1040_schedule_3_2023-Part2-NonrefundableCredits:line8-AddLines1Through45A5BAnd7.EnterHereAndOnForm10401040-SrOr1040-NrMoneyLine 8 - Add Lines 1 Through 4 5A 5B And 7. Enter Here And On Form 1040 1040-SR Or 1040-NR
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line9-NetPremiumTaxCredit.AttachForm8962MoneyLine 9 - Net Premium Tax Credit. Attach Form 8962
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line10-AmountPaidWithRequestForExtensionToFileMoneyLine 10 - Amount Paid With Request For Extension To File
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line11-ExcessSocialSecurityAndTier1RrtaTaxWithheldMoneyLine 11 - Excess Social Security And Tier 1 RRTA Tax Withheld
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line12-CreditForFederalTaxOnFuelsAttachForm4136MoneyLine 12 - Credit For Federal Tax On Fuels Attach Form 4136
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13A-Form2439MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13B-CreditForRepaymentOfAmountsIncludedInIncomeFromEarlierYearsMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13C-ElectivePaymentElectionAmountFromForm3800PartIiiLine6Column(I)MoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13D-DeferredAmountOfNet965TaxLiabilityMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCredits.ListTypeTextLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCredits.AmountMoneyLine 13 - Other Payments Or Refundable Credits
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line14-TotalOtherPaymentsOrRefundableCredits.AddLines13AThrough13ZMoneyLine 14 - Total Other Payments Or Refundable Credits. Add Lines 13A Through 13Z
a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line15-AddLines9Through12And14.EnterHereAndOnForm10401040-SrOr1040-NrMoneyLine 15 - Add Lines 9 Through 12 And 14. Enter Here And On Form 1040 1040-SR Or 1040-NR

Sample document

Sample JSON result

{
  "pk": 45657956,
  "uuid": "37682a14-30c4-4526-b5f8-92b43171d2b2",
  "name": "A_1040_SCHEDULE_3_2023_API",
  "created": "2024-01-31T01:52:19Z",
  "created_ts": "2024-01-31T01:52:19Z",
  "verified_pages_count": 2,
  "book_status": "ACTIVE",
  "id": 45657956,
  "forms": [
    {
      "pk": 52738418,
      "uuid": "b9f59a18-973f-418d-b461-707fbbf84c07",
      "uploaded_doc_pk": 66223186,
      "form_type": "A_1040_SCHEDULE_3_2023",
      "raw_fields": {
        "a_1040_schedule_3_2023-Part1-General:year": {
          "value": "2023",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part1-General:yourSocialSecurityNumber": {
          "value": "123-45-6789",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part1-General:name(s)ShownOnForm10401040-SrOr1040-Nr": {
          "value": "SAMPLE NAME",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6E": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line3-EducationCreditsFromForm8863Line19": {
          "value": "350.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line1-ForeignTaxCredit.AttachForm1116IfRequired": {
          "value": "200.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line5A-ResidentialCleanEnergyCreditFromForm5695Line15": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line7-TotalOtherNonrefundableCredits.AddLines6AThrough6Z": {
          "value": "4200.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line4-RetirementSavingsContributionsCredit.AttachForm8880": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line5B-EnergyEfficientHomeImprovementCreditFromForm5695Line32": {
          "value": "600.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6L-AmountOnForm8978Line14": {
          "value": "130.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line2-CreditForChildAndDependentCareExpensesFromForm2441Line11": {
          "value": "150.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6C-AdoptionCredit.AttachForm8839": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line8-AddLines1Through45A5BAnd7.EnterHereAndOnForm10401040-SrOr1040-Nr": {
          "value": "6500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCredits.Amount": {
          "value": "250.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6F-CleanVehicleCredit.AttachForm8936": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6Z-OtherNonrefundableCredits.ListType": {
          "value": "LIST TYPE NAME",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6A-GeneralBusinessCredit.AttachForm3800": {
          "value": "250.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6G-MortgageInterestCredit.AttachForm8396": {
          "value": "100.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6B-CreditForPriorYearMinimumTax.AttachForm8801": {
          "value": "250.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6D-CreditForTheElderlyOrDisabled.AttachScheduleR": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6I-QualifiedElectricVehicleCredit.AttachForm8834": {
          "value": "250.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6K-CreditToHoldersOfTaxCreditBonds.AttachForm8912": {
          "value": "670.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6M-CreditForPreviouslyOwnedCleanVehicles.AttachForm8936": {
          "value": "200.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6H-DistrictOfColumbiaFirst-TimeHomebuyerCredit.AttachForm8859": {
          "value": "250.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part2-NonrefundableCredits:line6-OtherNonrefundableCredits:line6J-AlternativeFuelVehicleRefuelingPropertyCredit.AttachForm8911": {
          "value": "350.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line9-NetPremiumTaxCredit.AttachForm8962": {
          "value": "630.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line10-AmountPaidWithRequestForExtensionToFile": {
          "value": "270.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line12-CreditForFederalTaxOnFuelsAttachForm4136": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line11-ExcessSocialSecurityAndTier1RrtaTaxWithheld": {
          "value": "100.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13A-Form2439": {
          "value": "350.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line14-TotalOtherPaymentsOrRefundableCredits.AddLines13AThrough13Z": {
          "value": "2300.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line15-AddLines9Through12And14.EnterHereAndOnForm10401040-SrOr1040-Nr": {
          "value": "3800.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13D-DeferredAmountOfNet965TaxLiability": {
          "value": "550.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCredits.Amount": {
          "value": "500.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13Z-OtherPaymentsOrRefundableCredits.ListType": {
          "value": "LIST TYPE NAME",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13B-CreditForRepaymentOfAmountsIncludedInIncomeFromEarlierYears": {
          "value": "280.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        },
        "a_1040_schedule_3_2023-Part3-OtherPaymentsAndRefundableCredits:line13-OtherPaymentsOrRefundableCredits:line13C-ElectivePaymentElectionAmountFromForm3800PartIiiLine6Column(I)": {
          "value": "620.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "1040 SCHEDULE 3 2023.pdf",
          "confidence": 1.0
        }
      },
      "form_config_pk": 379881,
      "tables": [],
      "attribute_data": null
    }
  ],
  "book_is_complete": true
}