IRS Form 1040 Schedule SE (2020)

IRS Form 1040 (Schedule SE) is a worksheet used by self employed individuals to determine the taxes due on earnings.

The form_type parameter A_1040_SCHEDULE_SE_2020 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 SE

The form type A_1040_SCHEDULE_SE_2020 supports data capture from the IRS 1040 Schedule SE only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON Attribute

Data Type

Description

a_1040_schedule_se_2020-Part1-General:year

Text

Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 form.

a_1040_schedule_se_2020-Part1-General:nameOfPersonWithSelf-EmploymentIncome

Text

Name of the individual reporting

a_1040_schedule_se_2020-Part1-General:socialSecurityNumberOfPersonWithSelf-EmploymentIncome

Text

Formatted XXX-XX-XXXX. The Social Security Number of the filing individual

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:lineA-IfYouAreAMinisterMemberOfAReligiousOrderOrChristianSciencePractitionerAndYouFiledForm4361-CheckBox

CHECKED
NOT CHECKED

Identification that the filer is a minister, member of a religious order, or a Christian science practitioner and filed Form 4361

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line1ANetFarmProfitOr(Loss)FromScheduleF

Money

Net farm profit (or loss) amount earned by individual

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line1BIfYouReceivedSocialSecurtyRetirementOrDisabilityBenefits

Money

Amount in social security retirement or disability earned by individual

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line2NetProfitOr(Loss)FromScheduleCLine31

Money

Net profit (or loss) in individual's non farming ventures

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line3CombineLines1A1B2

Money

Calculated leveraging lines 1a, 1b and 2

a_1040_schedule_se-Part2-Sa_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line4AIfLine3IsMoreThanZeroMultiplyLine3By92.35

Money

Calculated leveraging line 3

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line4BIfYouElectOneOrBothOfTheOptionalMethods

Money

Income if one or both of the optional methods have been elected by the filer

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line4CCombineLines4AAnd4B

Money

Calculated leveraging lines 4a and 4b from Section A.

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line5AChurchEmployeeIncome

Money

Church employee income

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line5BMultiplyLine5ABy92.35

Money

Calculated leveraging line 5a

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line6AddLines4CAnd5B

Money

Calculated leveraging lines 6, 4c, and 5b

a_1040_schedule_se_2020-Part2-SectionB-LongScheduleSe1-7:line7MaximumAmountOfCombinesWagesAndSelf-EmploymentEarnings

Money

Combined wages and self-employment earnings

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line8ATotalSocialSecurityWagesAndTips

Money

Total Social Security wages and tips

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line8BUnreportedTipsSubjectToSocialSecurityTax

Money

Unreported tips subject to Social Security tax

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line8CWagesSubjectToSocialSecurityTax

Money

Social Security wages

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line8DAddLines8A8BAnd8C

Money

Calculated leveraging lines 8a, 8b, and 8x

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line9SubtractLine8DFromLine7

Money

Calculated leveraging lines 9 and 8d

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line10MultiplyTheSmallerOfLine6OrLine9By12.4

Money

Calculated leveraging lines 6 and 9

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line11MultiplyLine6By2.9

Money

Calculated leveraging line 6

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line12Self-EmploymentTax

Money

Self-employment tax

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line13DeductionForOne-HalfOfSelf-EmploymentTax

Money

Deduction for half of self-employment tax

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line14MaximumIncomeForOptionalMethods

Money

Maximum income for optional methods

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line15EnterTheSmallerOfTwo-ThirdsOfGrossFarmIncome

Money

Calculated leveraging gross farm income

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line16SubtractLine15FromLine14

Money

Calculated leveraging lines 15 and 14

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line17EnterTheSmallerOfTwo-ThirdsOfGrossNonfarmIncomeOrTheAmountOnLine16

Money

Calculated leveraging gross non-farm income and line 16

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line18EnterThePortionOfLine3ThatCanBeAttributedToMarch272020ThroughDecember312020

Money

Amount from line 3 that is attributed to March 27 - December 31

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line19IfLine18IsMoreThanZeroMultiplyLine18By92.35OtherwiseEnterTheAmountFromLine18

Money

Calculated leveraging line 18

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line20EnterThePortionOfLines15And17ThatCanBeAttributedToMarch272020ThroughDecember312020

Money

Amount from lines 15 and 17 that is attributed to March 27 - December 31

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line21CombineLines19And20

Money

Calculated leveraging lines 19 and 20

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line22EnterThePortionOfLine5AThatCanBeAttributedToMarch272020ThroughDecember312020

Money

Amount from line 22 that is attributed to March 27 - December 31

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line23MultiplyLine22By92.35

Money

Calculated leveraging line 22

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line24AddLines21And23

Money

Calculated leveraging lines 24, 21, and 23.

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line25EnterTheSmallerOfLine9OrLine24

Money

Calculated leveraging line2 9 and line 24

a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line26MultiplyLine25By6.2

Money

Calculated leveraging lines 26 and 25

Sample Form

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

Sample JSON Result

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    "message": "OK",
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                    "a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line8BUnreportedTipsSubjectToSocialSecurityTax": {
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                        "alias_used": null,
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                    },
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                        "is_empty": false,
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                    },
                    "a_1040_schedule_se_2020-Part3-SectionB-LongScheduleSe8-26:line15EnterTheSmallerOfTwo-ThirdsOfGrossFarmIncome": {
                        "is_empty": true,
                        "source_filename": "Sample 1040 Schedule_SE 2020.pdf",
                        "alias_used": null,
                        "value": "",
                        "page_doc_pk": 98463073
                    },
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                        "source_filename": "Sample 1040 Schedule_SE 2020.pdf",
                        "alias_used": null,
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                    },
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                        "alias_used": null,
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                    }
                }
            }
        ],
        "pk": 13819326,
        "uuid": "f6c91de1-dd7c-4998-8c49-100b3140470b"
    }
}

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