IRS Form 940

IRS Form 940 is used by employers to report your annual Federal Unemployment Tax Act (FUTA) tax.

The form_type parameter TAX_940 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.

JSON attribute

Data type

Description

tax_940-General:taxFormYear

Text

Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 Q1 form.

tax_940-General:employerIdentificationNumber(Ein)

Text

The business EIN

tax_940-General:name

Text

Offiical name of the applying entity

tax_940-General:tradeName

Text

"Doing business as" or other trade name affiliated with applying entity

tax_940-General:address:numberAndStreet

Text

Street address of the entity

tax_940-General:address:suiteOrRoomNumber

Text

Office number or suite number of the applying entity

tax_940-General:address:city

Text

City of applying entity

tax_940-General:address:state

Text

Formatted as a 2 character state code. State the applying entity resides in.

tax_940-General:address:zip

Text

5 digit zip code in which applying entity resides

tax_940-General:address:foreignCountryName

Text

Default is_empty = TRUE, Country from which applying entity resides if not USA

tax_940-General:address:foreignProvince/Country

Text

Default is_empty = TRUE. International address of applying entity if not in USA

tax_940-General:address:foreignPostalCode

Text

Default is_empty = TRUE. International postal code applying entity resides in if not USA

tax_940-General:typeOfReturn

a Amended
b Successor Employer
c No Payments To Employees in 2019
d Final Business Closed Or Stopped Paying Wages

Type of return filed

tax_940-Part1:line1A

Text

Formatted 2 chracter state code. State if unemployment was paid in only one state

tax_940-Part1:line1B

CHECKED
NOT CHECKED

Checked if unemployment paid in multiple states

tax_940-Part1:line2

CHECKED
NOT CHECKED

Checked if wages were paid in state subject to credit deduction

tax_940-Part2:line3

Money

Total payment to all employees

tax_940-Part2:line4

Money

Amount of payments exempt from FUTA tax

tax_940-Part2:line4A

CHECKED
NOT CHECKED

Checked if fringe benefits apply

tax_940-Part2:line4B

CHECKED
NOT CHECKED

Checked if Group-term life insurance applies

tax_940-Part2:line4C

CHECKED
NOT CHECKED

Checked if Retirement/Pension applies

tax_940-Part2:line4D

CHECKED
NOT CHECKED

Checked if Dependent care applies

tax_940-Part2:line4E

CHECKED
NOT CHECKED

Checked if other exemptions apply

tax_940-Part2:line5

Money

Total of payments made to each employee over $7,000

tax_940-Part2:line6

Money

Calculated leveraging lines 4, 5

tax_940-Part2:line7

Money

Calculated leveraging lines 3, 6, 7. Total taxable FUTA wages

tax_940-Part2:line8

Money

Calculated leveraging line 7. FUTA tax before adjustments

tax_940-Part3:line9

Money

Default is_empty = true. Calculated leveraging line 7. If FUTA wages excluded

tax_940-Part3:line10

Money

Default is_empty = true. Amount of FUTA wages were excluded

tax_940-Part3:line11

Money

Default is_empty = true. Amount of credit reduction applied

tax_940-Part4:line12

Money

Calculated leveraging lines 8, 9, 10, 11. Amount of FUTA tax after adjustments

tax_940-Part4:line13

Money

Amount in FUTA tax deposited for year

tax_940-Part4:line14

Money

Balance Due

tax_940-Part4:line15:overpayment

Money

Amount of overpayment

tax_940-Part4:line15:checkOne

Apply To Next Return
Send A Refund

Determines if government should send return or apply overpayment amount to next return

tax_940-Part5:line16A:1stQuarter

Money

Amount of FUTA tax liability for 1st Quarter

tax_940-Part5:line16B:2ndQuarter

Money

Amount of FUTA tax liability for 2nd Quarter

tax_940-Part5:line16C:3rdQuarter

Money

Amount of FUTA tax liability for 3rd Quarter

tax_940-Part5:line16D:4thQuarter

Money

Amount of FUTA tax liability for 4th Quarter

tax_940-Part5:line17

Money

Calculated leveraging lines 16a, 16b, 16c, 16d. Amount of FUTA tax liability for the year

tax_940-Part6:doYouWantToAllowAnEmployee

YES
NO

Third Party Designee

tax_940-Part6:designeeNameAndPhoneNumber:name

Text

Designated employee name

tax_940-Part6:designeeNameAndPhoneNumber:phoneNumber

Text

Formatted (XXX) XXX-XXXX. Designated employee phone number.

tax_940-Part6:designeeIrsPin

Text

5 digit pin of designee

tax_940-Part7:signature

SIGNED
NOT SIGNED

"SIGNED" / "NOT SIGNED" determine if a signature was found on the application

tax_940-Part7:signatureDate

Date

Date of the entity's signatory's signature

tax_940-Part7:name

Text

Entity's signatory

tax_940-Part7:title

Text

Title of signatory

tax_940-Part7:bestDaytimePhone

Text

Phone number of signatory

tax_940-Part7:preparer-Name

Text

Name of the individual preparing this tax document

tax_940-Part7:preparer-Signature

SIGNED
NOT SIGNED

"SIGNED" / "NOT SIGNED" determine if a signature was found on the application

tax_940-Part7:preparer-FirmName(OrYoursIfSelf-Employed)

Text

Firm that employs the tax document preparer

tax_940-Part7:preparer-Address:addressLine1

Text

Address of tax document preparer

tax_940-Part7:preparer-Address:city

Text

City of tax document preparer

tax_940-Part7:preparer-Address:state

Text

State in which the tax document preparer resides. Formatted 2 character state code

tax_940-Part7:preparer-Address:zip

Text

5 digit zip code of preparer's address

tax_940-Part7:preparer-CheckIfYouAreSelfEmployed

CHECKED
NOT CHECKED

If preparer of tax document is self employed

tax_940-Part7:preparer-Ptin

Text

5 digit personal identification number

tax_940-Part7:preparer-SignatureDate

Date

Date of the preparer's signature

tax_940-Part7:preparer-Ein

Text

Preparer's EIN

tax_940-Part7:preparer-Phone

Text

Formatted (XXX) XXX-XXXX. Preparer phone number.

tax_940-940-V:line1-EmployerIdentificationNumber(Ein)

Text

9 digit employee identification number

tax_940-940-V:line2-AmountOfYourPayment:dollars

Text

Number representing dollar value of payment

tax_940-940-V:line2-AmountOfYourPayment:cents

Text

Number representing cent value of payment

tax_940-940-V:line3-BusinessName

Text

Business name of voucher holder

tax_940-940-V:line3-Address:addressLine1

Text

Address of voucher holder company

tax_940-940-V:line3-Address:city

Text

City of voucher holder company

tax_940-940-V:line3-Address:state

Text

State in which voucher holder resides

tax_940-940-V:line3-Address:zip

Text

5 digit ZIP code of voucher company

Sample form

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

Sample JSON result

{
  "form_type": "TAX_940",
  "pk": 4606245,
  "form_config_pk": 1488,
  "raw_fields": {
    "tax_940-General:address:city": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NEW YORK"
    },
    "tax_940-General:address:foreignCountryName": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-General:address:foreignPostalCode": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-General:address:foreignProvince/Country": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-General:address:numberAndStreet": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "101 GREENWICH STREET"
    },
    "tax_940-General:address:state": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NY"
    },
    "tax_940-General:address:suiteOrRoomNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "FLOOR 23"
    },
    "tax_940-General:address:zip": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "10006"
    },
    "tax_940-General:employerIdentificationNumber(Ein)": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "12-3456789"
    },
    "tax_940-General:name": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "OCROLUS INC."
    },
    "tax_940-General:taxFormYear": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "2019"
    },
    "tax_940-General:tradeName": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "OCROLUS"
    },
    "tax_940-General:typeOfReturn": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "A AMENDED"
    },
    "tax_940-Part1:line1A": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NY"
    },
    "tax_940-Part1:line1B": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "CHECKED"
    },
    "tax_940-Part1:line2": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "CHECKED"
    },
    "tax_940-Part2:line3": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "7653.00"
    },
    "tax_940-Part2:line4": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part2:line4A": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "UNCHECKED"
    },
    "tax_940-Part2:line4B": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "UNCHECKED"
    },
    "tax_940-Part2:line4C": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "UNCHECKED"
    },
    "tax_940-Part2:line4D": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "UNCHECKED"
    },
    "tax_940-Part2:line4E": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "UNCHECKED"
    },
    "tax_940-Part2:line5": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "653.00"
    },
    "tax_940-Part2:line6": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "653.00"
    },
    "tax_940-Part2:line7": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "7000.00"
    },
    "tax_940-Part2:line8": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "42.00"
    },
    "tax_940-Part3:line10": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part3:line11": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "126.00"
    },
    "tax_940-Part3:line9": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part4:line12": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "168.00"
    },
    "tax_940-Part4:line13": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "0.00"
    },
    "tax_940-Part4:line14": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "168.00"
    },
    "tax_940-Part4:line15:checkOne": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part4:line15:overpayment": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643011,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part5:line16A:1stQuarter": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part5:line16B:2ndQuarter": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part5:line16C:3rdQuarter": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part5:line16D:4thQuarter": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part5:line17": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part6:designeeIrsPin": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part6:designeeNameAndPhoneNumber:name": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part6:designeeNameAndPhoneNumber:phoneNumber": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part6:doYouWantToAllowAnEmployee": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NO"
    },
    "tax_940-Part7:bestDaytimePhone": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "646-850-9090"
    },
    "tax_940-Part7:name": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "SAM BOBLEY"
    },
    "tax_940-Part7:preparer-Address:addressLine1": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "101 GREENWICH STREET, FLOOR 23"
    },
    "tax_940-Part7:preparer-Address:city": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NEW YORK"
    },
    "tax_940-Part7:preparer-Address:state": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NY"
    },
    "tax_940-Part7:preparer-Address:zip": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "10006"
    },
    "tax_940-Part7:preparer-CheckIfYouAreSelfEmployed": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "UNCHECKED"
    },
    "tax_940-Part7:preparer-Ein": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "12-3456789"
    },
    "tax_940-Part7:preparer-FirmName(OrYoursIfSelf-Employed)": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "OCROLUS INC."
    },
    "tax_940-Part7:preparer-Name": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "VIKAS DUA"
    },
    "tax_940-Part7:preparer-Phone": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "646-850-9090"
    },
    "tax_940-Part7:preparer-Ptin": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "12-3456789"
    },
    "tax_940-Part7:preparer-Signature": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part7:preparer-SignatureDate": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part7:signature": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part7:signatureDate": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": ""
    },
    "tax_940-Part7:title": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643009,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "CEO"
    },
    "tax_940-940-V:line1-EmployerIdentificationNumber(Ein)": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "12-3456789"
    },
    "tax_940-940-V:line2-AmountOfYourPayment:cents": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "00"
    },
    "tax_940-940-V:line2-AmountOfYourPayment:dollars": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "168"
    },
    "tax_940-940-V:line3-Address:addressLine1": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "101 GREENWICH STREET, FLOOR 23"
    },
    "tax_940-940-V:line3-Address:city": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NEW YORK"
    },
    "tax_940-940-V:line3-Address:state": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "NY"
    },
    "tax_940-940-V:line3-Address:zip": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "10006"
    },
    "tax_940-940-V:line3-BusinessName": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63643012,
      "source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
      "value": "OCROLUS INC."
    }
  },
  "tables": []
}

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