IRS Form 1040 Schedule A (2020)
IRS Form 1040 Schedule A (2020) 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_2020
for the Upload PDF endpoint is required for this Form Type.
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.
SCHEDULE A
The form type
A_1040_SCHEDULE_A_2020
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_2020-Part1-General:year | Integer | Year |
a_1040_schedule_a_2020-Part1-General:name(s)ShownOnForm1040Or1040-Sr | Text | Name(s) Shown On Form 1040 Or 1040-SR |
a_1040_schedule_a_2020-Part1-General:yourSocialSecurityNumber | Text | Your Social Security Number |
a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line1-MedicalAndDentalExpenses | Money | Line 1 - Medical And Dental Expenses |
a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line2-EnterAmountFromForm1040Or1040-SrLine11 | Money | Line 2 - Enter Amount From Form 1040 Or 1040-SR Line 11 |
a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line3-MultiplyLine2By7.5% | Money | Line 3 - Multiply Line 2 By 7.5% |
a_1040_schedule_a_2020-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_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-CheckBox | CHECKED NOT CHECKED | Line 5 - State And Local Taxes |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-Amount | Money | Line 5 - State And Local Taxes |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5B-StateAndLocalTaxes-StateAndLocalRealEstateTaxes | Money | Line 5 - State And Local Taxes |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5C-StateAndLocalTaxes-StateAndLocalPersonalPropertyTaxes | Money | Line 5 - State And Local Taxes |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5D-StateAndLocalTaxes-AddLines5AThrough5C | Money | Line 5 - State And Local Taxes |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5E-StateAndLocalTaxes-EnterTheSmallerOfLine5DOr$10000 | Money | Line 5 - State And Local Taxes |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-ListType | Text | Line 6 - Other Taxes. List Type And Amount |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-Amount | Money | Line 6 - Other Taxes. List Type And Amount |
a_1040_schedule_a_2020-Part3-TaxesYouPaid:line7-AddLines5EAnd6 | Money | Line 7 - Add Lines 5E And 6 |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8-HomeMortgageInterestAndPoints-CheckBox | CHECKED NOT CHECKED | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8A-HomeMortgageInterestAndPointsReportedToYouOnForm1098 | Money | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Description | Text | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Amount | Money | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8C-PointsNotReportedToYouOnForm1098.SeeInstructionsForSpecialRules | Money | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8D-MortgageInsurancePremiums | Money | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8E-AddLines8AThrough8D | Money | Line 8 - Home Mortgage Interest And Points |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line9-InvestmentInterest.AttachForm4952IfRequired | Money | Line 9 - Investment Interest. Attach Form 4952 If Required |
a_1040_schedule_a_2020-Part4-InterestYouPaid:line10-AddLines8EAnd9 | Money | Line 10 - Add Lines 8E And 9 |
a_1040_schedule_a_2020-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_2020-Part5-GiftsToCharity:line12-OtherThanByCashOrCheck | Money | Line 12 - Other Than By Cash Or Check |
a_1040_schedule_a_2020-Part5-GiftsToCharity:line13-CarryoverFromPriorYear | Money | Line 13 - Carryover From Prior Year |
a_1040_schedule_a_2020-Part5-GiftsToCharity:line14-AddLines11Through13 | Money | Line 14 - Add Lines 11 Through 13 |
a_1040_schedule_a_2020-Part6-CasualtyAndTheftLosses:line15-AttachForm4684AndEnterTheAmountFromLine18OfThatForm | Money | Line 15 - Attach Form 4684 And Enter The Amount From Line 18 Of That Form |
a_1040_schedule_a_2020-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_2020-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_2020-Part8-TotalItemizedDeductions:line17-AddTheAmountsInTheFarRightColumnForLines4Through16 | Money | Line 17 - Add The Amounts In The Far Right Column For Lines 4 Through 16 |
a_1040_schedule_a_2020-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
{
"status": 200,
"response": {
"pk": 26770469,
"uuid": "df07afa3-f171-4145-bd9a-5370030fd861",
"forms": [
{
"pk": 28166659,
"uuid": "148179f4-46bd-48f5-ab31-da668cb7b1a3",
"form_type": "A_1040_SCHEDULE_A_2020",
"form_config_pk": 11917,
"tables": [],
"raw_fields": {
"a_1040_schedule_a_2020-Part1-General:year": {
"value": "2020",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part1-General:yourSocialSecurityNumber": {
"value": "456-12-1345",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line7-AddLines5EAnd6": {
"value": "10500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line10-AddLines8EAnd9": {
"value": "6700.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part1-General:name(s)ShownOnForm1040Or1040-Sr": {
"value": "DAVID FULLER",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part5-GiftsToCharity:line14-AddLines11Through13": {
"value": "1200.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part5-GiftsToCharity:line12-OtherThanByCashOrCheck": {
"value": "700.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part5-GiftsToCharity:line13-CarryoverFromPriorYear": {
"value": "200.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line3-MultiplyLine2By7.5%": {
"value": "525.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line1-MedicalAndDentalExpenses": {
"value": "6000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line9-InvestmentInterest.AttachForm4952IfRequired": {
"value": "1000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line2-EnterAmountFromForm1040Or1040-SrLine11": {
"value": "7000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-Amount": {
"value": "10000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line6-OtherTaxes.ListTypeAndAmount:line6-OtherTaxes-ListType": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8E-AddLines8AThrough8D": {
"value": "5700.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part6-CasualtyAndTheftLosses:line15-AttachForm4684AndEnterTheAmountFromLine18OfThatForm": {
"value": "150.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part8-TotalItemizedDeductions:line17-AddTheAmountsInTheFarRightColumnForLines4Through16": {
"value": "24275.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5D-StateAndLocalTaxes-AddLines5AThrough5C": {
"value": "2500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part2-MedicalAndDentalExpenses:line4-SubtractLine3FromLine1.IfLine3IsMoreThanLine1Enter-0-": {
"value": "5475.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8D-MortgageInsurancePremiums": {
"value": "5000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part5-GiftsToCharity:line11-GiftsByCashOrCheck.IfYouMadeAnyGiftOf$250OrMoreSeeInstructions": {
"value": "300.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5B-StateAndLocalTaxes-StateAndLocalRealEstateTaxes": {
"value": "1000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5E-StateAndLocalTaxes-EnterTheSmallerOfLine5DOr$10000": {
"value": "500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part8-TotalItemizedDeductions:line18-IfYouElectToItemizeDeductionsEvenThoughLessThanStandardDeduction": {
"value": "NOT CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8-HomeMortgageInterestAndPoints-CheckBox": {
"value": "CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5C-StateAndLocalTaxes-StateAndLocalPersonalPropertyTaxes": {
"value": "500.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-Amount": {
"value": "1000.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part3-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-IfYouElectToIncludeGeneralSalesTaxesInsteadOfIncomeTaxes-CheckBox": {
"value": "CHECKED",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8A-HomeMortgageInterestAndPointsReportedToYouOnForm1098": {
"value": "400.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Amount": {
"value": "200.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Description": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-Part7-OtherItemizedDeductions:line16-Other-FromListInInstructions.ListTypeAndAmount:line16-Other-FromListInInstructions-Type": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
},
"a_1040_schedule_a_2020-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 2020.pdf"
},
"a_1040_schedule_a_2020-Part4-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8C-PointsNotReportedToYouOnForm1098.SeeInstructionsForSpecialRules": {
"value": "100.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Sample 1040 Schedule A 2020.pdf"
}
}
}
]
},
"message": "OK"
}
Updated about 2 years ago