IRS Form 1040 Schedule A (2023) - Itemized Deductions

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This form is used to calculate itemized deductions. Typically, taxpayers can choose to deduct either their itemized deductions or their standard deduction from their federal income tax. In most cases, opting for the larger of the two deductions results in a lower federal income tax liability.

To use the Upload PDF endpoint for this document, you must use A_1040_SCHEDULE_A_2023 in the form_type parameter.

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SCHEDULE A
The form type A_1040_SCHEDULE_A_2023 supports data capture from the IRS 1040 Schedule A only. Form 1040 (first 2 pages) is processed as a separate form type.

Field descriptions

The following fields are available on this form type:

JSON Attribute	Data Type	Description
`a_1040_schedule_a_2023-Part01-General:year`	Integer	Year
`a_1040_schedule_a_2023-Part01-General:name(s)ShownOnForm1040Or1040-Sr`	Text	Name(s) Shown On Form 1040 Or 1040-SR
`a_1040_schedule_a_2023-Part01-General:yourSocialSecurityNumber`	Social Security Number	Your Social Security Number
`a_1040_schedule_a_2023-Part02-MedicalAndDentalExpenses:line1-MedicalAndDentalExpenses`	Money	Line 1 - Medical And Dental Expenses
`a_1040_schedule_a_2023-Part02-MedicalAndDentalExpenses:line2-EnterAmountFromForm1040Or1040-SrLine11`	Money	Line 2 - Enter Amount From Form 1040 Or 1040-SR Line 11
`a_1040_schedule_a_2023-Part02-MedicalAndDentalExpenses:line3-MultiplyLine2By7.5%`	Money	Line 3 - Multiply Line 2 By 7.5%
`a_1040_schedule_a_2023-Part02-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_2023-Part03-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-StateAndLocalIncomeTaxesOrGeneralSalesTaxes-CheckBox`	`CHECKED`, `NOT CHECKED`	Line 5 - State And Local Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line5-StateAndLocalTaxes:line5A-StateAndLocalIncomeTaxesOrGeneralSalesTaxes-Amount`	Money	Line 5 - State And Local Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line5-StateAndLocalTaxes:line5B-StateAndLocalRealEstateTaxes`	Money	Line 5 - State And Local Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line5-StateAndLocalTaxes:line5C-StateAndLocalPersonalPropertyTaxes`	Money	Line 5 - State And Local Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line5-StateAndLocalTaxes:line5D-AddLines5AThrough5C`	Money	Line 5 - State And Local Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line5-StateAndLocalTaxes:line5E-EnterTheSmallerOfLine5DOr$10000`	Money	Line 5 - State And Local Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line6-OtherTaxes:line6(I)-ListType`	Text	Line 6 - Other Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line6-OtherTaxes:line6(I)-Amount`	Money	Line 6 - Other Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line6-OtherTaxes:line6(Ii)-ListType`	Text	Line 6 - Other Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line6-OtherTaxes:line6(Ii)-Amount`	Money	Line 6 - Other Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line6-OtherTaxes:total`	Money	Line 6 - Other Taxes
`a_1040_schedule_a_2023-Part03-TaxesYouPaid:line7-AddLines5EAnd6`	Money	Line 7 - Add Lines 5E And 6
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8-HomeMortgageInterestAndPoints-CheckBox`	`CHECKED`, `NOT CHECKED`	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8A-HomeMortgageInterestAndPointsReportedToYouOnForm1098`	Money	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Description`	Text	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8B-HomeMortgageInterestNotReportedToYouOnForm1098-Amount`	Money	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8C-PointsNotReportedToYouOnForm1098`	Money	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8D`	Money	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line8-HomeMortgageInterestAndPoints:line8E-AddLines8AThrough8C`	Money	Line 8 - Home Mortgage Interest And Points
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line9-InvestmentInterest`	Money	Line 9 - Investment Interest
`a_1040_schedule_a_2023-Part04-InterestYouPaid:line10-AddLines8EAnd9`	Money	Line 10 - Add Lines 8E And 9
`a_1040_schedule_a_2023-Part05-GiftsToCharity:line11-GiftsByCashOrCheck`	Money	Line 11 - Gifts By Cash Or Check
`a_1040_schedule_a_2023-Part05-GiftsToCharity:line12-OtherThanByCashOrCheck`	Money	Line 12 - Other Than By Cash Or Check
`a_1040_schedule_a_2023-Part05-GiftsToCharity:line13-CarryoverFromPriorYear`	Money	Line 13 - Carryover From Prior Year
`a_1040_schedule_a_2023-Part05-GiftsToCharity:line14-AddLines11Through13`	Money	Line 14 - Add Lines 11 Through 13
`a_1040_schedule_a_2023-Part06-CasualtyAndTheftLosses:line15-CasualtyAndTheftLoss(Es)FromAFederallyDeclaredDisaster`	Money	Line 15 - Casualty And Theft Loss(es) From A Federally Declared Disaster
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:line16(I)-ListType`	Text	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:line16(I)-Amount`	Money	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:line16(Ii)-ListType`	Text	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:line16(Ii)-Amount`	Money	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:line16(Iii)-ListType`	Text	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:line16(Iii)-Amount`	Money	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part07-OtherItemizedDeductions:line16-Other-FromListInInstructions:total`	Money	Line 16 - Other - From List In Instructions
`a_1040_schedule_a_2023-Part08-TotalItemizedDeductions:line17-AddTheAmountsInTheFarRightColumnForLines4Through16`	Money	Line 17 - Add The Amounts In The Far Right Column For Lines 4 Through 16
`a_1040_schedule_a_2023-Part08-TotalItemizedDeductions:line18-IfYouElectToItemizeDeductionsEvenThough`	`CHECKED`, `NOT CHECKED`	Line 18 - If You Elect To Itemize Deductions Even Though

Sample form

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

drive.google.com

1040_SCHEDULE_A_2023.pdf

Sample JSON result

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        },
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}

Updated 3 months ago

🚧SCHEDULE A

Field descriptions

Sample form

Sample JSON result

🚧
SCHEDULE A