IRS Form 1040 Schedule A (2018)

IRS Form 1040 Schedule A (2018) is used to figure itemized deductions. In most cases, federal income tax will be less if the tax payer takes the larger of their itemized deductions or their standard deduction.

The form_type parameter A_1040_SCHEDULE_A_2018 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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SCHEDULE A

The form type A_1040_SCHEDULE_A_2018 supports data capture from the IRS 1040 Schedule A only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON Attribute

Data Type

Description

a_1040_schedule_a_2018-Part1-General:year

Integer

Year

a_1040_schedule_a_2018-Part1-General:name(s)ShownOnForm1040

Text

Name(s) Shown On Form 1040

a_1040_schedule_a_2018-Part1-General:yourSocialSecurityNumber

Text

Your Social Security Number

a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line1-MedicalAndDentalExpenses

Money

Line 1 - Medical And Dental Expenses

a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line2-EnterAmountFromForm1040Line7

Money

Line 2 - Enter Amount From Form 1040 Line 7

a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line3-MultiplyLine2By7.5%

Money

Line 3 - Multiply Line 2 By 7.5%

a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line4-SubtractLine3FromLine1.IfLine3IsMoreThanLine1Enter-0-

Money

Line 4 - Subtract Line 3 From Line 1. If Line 3 Is More Than Line 1 Enter -0-

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-CheckBox

CHECKED
NOT CHECKED

Line 5 - State And Local Taxes

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-Amount

Money

Line 5 - State And Local Taxes

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5B-StateAndLocalTaxes-StateAndLocalRealEstateTaxes

Money

Line 5 - State And Local Taxes

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5C-StateAndLocalTaxes-StateAndLocalPersonalPropertyTaxes

Money

Line 5 - State And Local Taxes

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5D-StateAndLocalTaxes-AddLines5AThrough5C

Money

Line 5 - State And Local Taxes

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5E-StateAndLocalTaxes-EnterTheSmallerOfLine5DOr$10000

Money

Line 5 - State And Local Taxes

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-Type

Text

Line 6 - Other Taxes. List Type And Amount

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-Amount

Money

Line 6 - Other Taxes. List Type And Amount

a_1040_schedule_a_2018-Part3-TaxesYouPaid:line7-AddLines5EAnd6

Money

Line 7 - Add Lines 5E And 6

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8-HomeMortgageInterestAndPoints-CheckBox

CHECKED
NOT CHECKED

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8A-HomeMortgageInterestAndPointsReportedToYouOnForm1098

Money

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Description

Text

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Amount

Money

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8C-PointsNotReportedToYouOnForm1098.SeeInstructionsForSpecialRules

Money

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8D-MortgageInsurancePremiums

Money

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8E-AddLines8AThrough8D

Money

Line 8 - Home Mortgage Interest And Points

a_1040_schedule_a_2018-Part4-InterestYouPaid:line9-InvestmentInterest.AttachForm4952IfRequired

Money

Line 9 - Investment Interest. Attach Form 4952 If Required

a_1040_schedule_a_2018-Part4-InterestYouPaid:line10-AddLines8EAnd9

Money

Line 10 - Add Lines 8E And 9

a_1040_schedule_a_2018-Part5-GiftsToCharity:line11-GiftsByCashOrCheck.IfYouMadeAnyGiftOf$250OrMoreSeeInstructions

Money

Line 11 - Gifts By Cash Or Check. If You Made Any Gift Of $250 Or More See Instructions

a_1040_schedule_a_2018-Part5-GiftsToCharity:line12-OtherThanByCashOrCheck

Money

Line 12 - Other Than By Cash Or Check

a_1040_schedule_a_2018-Part5-GiftsToCharity:line13-CarryoverFromPriorYear

Money

Line 13 - Carryover From Prior Year

a_1040_schedule_a_2018-Part5-GiftsToCharity:line14-AddLines11Through13

Money

Line 14 - Add Lines 11 Through 13

a_1040_schedule_a_2018-Part6-CasualtyAndTheftLosses:line15-AttachForm4684AndEnterTheAmountFromLine18OfThatForm

Money

Line 15 - Attach Form 4684 And Enter The Amount From Line 18 Of That Form

a_1040_schedule_a_2018-Part7-OtherItemizedDeductions:line16-Other-FromListInInstructions.ListTypeAndAmount:line16-Other-FromListInInstructions-Type

Text

Line 16 - Other - From List In Instructions. List Type And Amount

a_1040_schedule_a_2018-Part7-OtherItemizedDeductions:line16-Other-FromListInInstructions.ListTypeAndAmount:line16-Other-FromListInInstructions-Amount

Money

Line 16 - Other - From List In Instructions. List Type And Amount

a_1040_schedule_a_2018-Part8-TotalItemizedDeductions:line17-AddTheAmountsInTheFarRightColumnForLines4Through16

Money

Line 17 - Add The Amounts In The Far Right Column For Lines 4 Through 16

a_1040_schedule_a_2018-Part8-TotalItemizedDeductions:line18-IfYouElectToItemizeDeductionsEvenThoughLessThanStandardDeduction

CHECKED
NOT CHECKED

Line 18 - If You Elect To Itemize Deductions Even Though Less Than Standard Deduction

Sample Form

The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).

Sample JSON Result

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    "status": 200,
    "response": {
        "pk": 26767917,
        "uuid": "6741dc05-0d51-413b-b5b4-65dbffccae8e",
        "forms": [
            {
                "pk": 28165688,
                "uuid": "34086a9e-4319-4fdd-b216-041bc0d9648a",
                "form_type": "A_1040_SCHEDULE_A_2018",
                "form_config_pk": 11915,
                "tables": [],
                "raw_fields": {
                    "a_1040_schedule_a_2018-Part1-General:year": {
                        "value": "2018",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part1-General:name(s)ShownOnForm1040": {
                        "value": "RYAN SMITH",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part1-General:yourSocialSecurityNumber": {
                        "value": "453-52-7542",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line7-AddLines5EAnd6": {
                        "value": "10500.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line10-AddLines8EAnd9": {
                        "value": "6700.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part5-GiftsToCharity:line14-AddLines11Through13": {
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                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part5-GiftsToCharity:line12-OtherThanByCashOrCheck": {
                        "value": "700.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
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                        "value": "200.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line3-MultiplyLine2By7.5%": {
                        "value": "525.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line1-MedicalAndDentalExpenses": {
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                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line2-EnterAmountFromForm1040Line7": {
                        "value": "7000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line9-InvestmentInterest.AttachForm4952IfRequired": {
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                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-Type": {
                        "value": "* STMT",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-Amount": {
                        "value": "10000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8E-AddLines8AThrough8D": {
                        "value": "5700.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part6-CasualtyAndTheftLosses:line15-AttachForm4684AndEnterTheAmountFromLine18OfThatForm": {
                        "value": "150.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part8-TotalItemizedDeductions:line17-AddTheAmountsInTheFarRightColumnForLines4Through16": {
                        "value": "24275.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5D-StateAndLocalTaxes-AddLines5AThrough5C": {
                        "value": "2500.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part2-MedicalAndDentalExpenses:line4-SubtractLine3FromLine1.IfLine3IsMoreThanLine1Enter-0-": {
                        "value": "5475.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8D-MortgageInsurancePremiums": {
                        "value": "5000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part5-GiftsToCharity:line11-GiftsByCashOrCheck.IfYouMadeAnyGiftOf$250OrMoreSeeInstructions": {
                        "value": "300.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5B-StateAndLocalTaxes-StateAndLocalRealEstateTaxes": {
                        "value": "1000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5E-StateAndLocalTaxes-EnterTheSmallerOfLine5DOr$10000": {
                        "value": "500.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part8-TotalItemizedDeductions:line18-IfYouElectToItemizeDeductionsEvenThoughLessThanStandardDeduction": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8-HomeMortgageInterestAndPoints-CheckBox": {
                        "value": "CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5C-StateAndLocalTaxes-StateAndLocalPersonalPropertyTaxes": {
                        "value": "500.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-Amount": {
                        "value": "1000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-CheckBox": {
                        "value": "CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8A-HomeMortgageInterestAndPointsReportedToYouOnForm1098": {
                        "value": "400.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Amount": {
                        "value": "200.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Description": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part7-OtherItemizedDeductions:line16-Other-FromListInInstructions.ListTypeAndAmount:line16-Other-FromListInInstructions-Type": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part7-OtherItemizedDeductions:line16-Other-FromListInInstructions.ListTypeAndAmount:line16-Other-FromListInInstructions-Amount": {
                        "value": "250.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    },
                    "a_1040_schedule_a_2018-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8C-PointsNotReportedToYouOnForm1098.SeeInstructionsForSpecialRules": {
                        "value": "100.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "Sample 1040 Schedule A 2018.pdf"
                    }
                }
            }
        ]
    },
    "message": "OK"
}

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