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IRS Form 1040 Schedule 5 (2018) - Other Payments and Refundable Credits

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IRS Form 1040 Schedule 5 for 2018 is used to report other payments and refundable credits not directly entered on Form 1040. It included estimated tax payments, excess social security and Tier 1 RRTA tax withheld, the additional child tax credit, the refundable part of the American Opportunity Tax Credit, the net premium tax credit, and other refundable credits.

To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_5_2018 in the form_type parameter.

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SCHEDULE 5

The document type A_1040_SCHEDULE_5_2018 supports data capture from the IRS 1040 Schedule 5 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 document type:

JSON attributeData typeDescription
a_1040_schedule_5_2018-Part1-General:yearIntegerYear
a_1040_schedule_5_2018-Part1-General:name(s)ShownOnForm1040TextName(s) Shown On Form 1040
a_1040_schedule_5_2018-Part1-General:yourSocialSecurityNumberTextYour Social Security Number
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line65-ReservedMoneyLine 65 - Reserved
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line66-2018EstimatedTaxPaymentsAndAmountAppliedFrom2017ReturnMoneyLine 66 - 2018 Estimated Tax Payments And Amount Applied From 2017 Return
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line67A-ReservedMoneyLine 67A - Reserved
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line67B-ReservedMoneyLine 67B - Reserved
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line68-69-ReservedMoneyLine 68-69 - Reserved
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line70-NetPremiumTaxCredit.AttachForm8962MoneyLine 70 - Net Premium Tax Credit. Attach Form 8962
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line71-AmountPaidWithRequestForExtensionToFileMoneyLine 71 - Amount Paid With Request For Extension To File
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line72-ExcessSocialSecurityAndTier1RrtaTaxWithheldMoneyLine 72 - Excess Social Security And Tier 1 RRTA Tax Withheld
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line73-CreditForFederalTaxOnFuels.AttachForm4136MoneyLine 73 - Credit For Federal Tax On Fuels. Attach Form 4136
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line74-CreditsFromForm:line74-CreditsFromForm-CheckBoxA - 2439
C - 8885		Line 74 - Credits From Form
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line74-CreditsFromForm:line74-CreditsFromForm(IfDWasChecked)-DescriptionTextLine 74 - Credits From Form
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line74-CreditsFromForm:line74-CreditsFromForm-AmountMoneyLine 74 - Credits From Form
a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line75-AddTheAmountsInTheFarRightColumnMoneyLine 75 - Add The Amounts In The Far Right Column

Sample document

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Sample JSON result

{
  "pk": 28181803,
  "form_type": "A_1040_SCHEDULE_5_2018",
  "other_frauds": [],
  "tables": [],
  "raw_fields": {
    "a_1040_schedule_5_2018-Part1-General:year": {
      "value": "2018",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part1-General:name(s)ShownOnForm1040": {
      "value": "KEMBA LOPEZ",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part1-General:yourSocialSecurityNumber": {
      "value": "752-56-8596",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line65-Reserved": {
      "value": "",
      "is_empty": true,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line67A-Reserved": {
      "value": "",
      "is_empty": true,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line67B-Reserved": {
      "value": "",
      "is_empty": true,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line68-69-Reserved": {
      "value": "",
      "is_empty": true,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line75-AddTheAmountsInTheFarRightColumn": {
      "value": "8450.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line70-NetPremiumTaxCredit.AttachForm8962": {
      "value": "4250.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line71-AmountPaidWithRequestForExtensionToFile": {
      "value": "3250.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line73-CreditForFederalTaxOnFuels.AttachForm4136": {
      "value": "5200.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line72-ExcessSocialSecurityAndTier1RrtaTaxWithheld": {
      "value": "4500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line74-CreditsFromForm:line74-CreditsFromForm-Amount": {
      "value": "1200.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line74-CreditsFromForm:line74-CreditsFromForm-CheckBox": {
      "value": "A - 2439",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line66-2018EstimatedTaxPaymentsAndAmountAppliedFrom2017Return": {
      "value": "4500.00",
      "is_empty": false,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    },
    "a_1040_schedule_5_2018-Part2-OtherPaymentsAndRefundableCredits:line74-CreditsFromForm:line74-CreditsFromForm(IfDWasChecked)-Description": {
      "value": "",
      "is_empty": true,
      "alias_used": null,
      "source_filename": "2018 Schedule 5 (Form 1040) Sample 1.pdf"
    }
  },
  "id": 28181803
}

Updated 5 months ago

See also