Other income

Other Income refers to earnings that do not fall under standard wage, salary, or self-employment categories. The supported pay types for the other income are Accessory unit income, Alimony, Automobile allowance, Boarder income, Child support, Capital gains, Defined contribution plan, Disability, Employment related account, Foster care, Housing allowance, Housing choice voucher program, Interest / Dividend, Mortgage credit certificate, Mortgage differential, Non borrower household income, Notes receivable installment, Other, Public assistance, Retirement/Pension/Annuity, Royalty, Separate maintenance, Social security, Temporary leave, Tip income, Trust, Unemployment Income, VA benefits non-educational.

To learn more about the income calculations, see income calculations API reference page.

Accessory unit income

Captured fields

Field nameTitleData typeDescription
amount_detailsAccessory unit monthly amountstringMonthly income from the accessory unit.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Accessory unit monthly amount"
  }
]

Alimony

Captured fields

Field nameTitleData typeDescription
spousal_maintenanceAlimony monthly amountstringMonthly amount received as alimony.
"fields": [
  {
    "name": "spousal_maintenance",
    "value": "10.0",
    "title": "Alimony monthly amount"
  }
]

Automobile allowance

Captured fields

Field nameTitleData typeDescription
amount_detailsAccessory unit monthly amountstringMonthly amount received as automobile allowance.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Accessory unit monthly amount"
  }
]

Boarder income

Captured fields

Field nameTitleData typeDescription
amount_detailsAccessory unit monthly amountstringMonthly rental income received from a boarder.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Accessory unit monthly amount"
  }
]

Child support

Captured fields

Field nameTitleData typeDescription
child_supportChild supportstringMonthly amount received as child support.
"fields": [
  {
    "name": "child_support",
    "value": "10.0",
    "title": "Child support"
  }
]

Capital gains

Captured fields

Field nameTitleData typeDescription
recurring_capital_gainsa. Recurring Capital Gains (from Self-Employment)stringMonthly recurring capital gains from self-employment.
"fields": [
  {
    "name": "recurring_capital_gains",
    "value": "10.0",
    "title": "a. Recurring Capital Gains (from Self-Employment) "
  }
]

Calculated fields

Field nameTitleData typeDescription
monthsMonthsstringNumber of months considered in the calculation.
one_year_averageOne year averagestringAverage income over one year.
two_year_averageTwo year averagestringAverage income over two years.
three_year_averageThree year averagestringAverage income over three years.
subtotal_schedule_dSubtotal schedule DstringSubtotal amount from Schedule D calculations.
"calculated_fields": [
  {
    "name": "months",
    "value": "12",
    "title": "Months"
  },
  {
    "name": "one_year_average",
    "value": "0.83",
    "title": "One year average"
  },
  {
    "name": "two_year_average",
    "value": "0.83",
    "title": "Two year average"
  },
  {
    "name": "three_year_average",
    "value": "0.0",
    "title": "Three year average"
  },
  {
    "name": "subtotal_schedule_d",
    "value": "10.0",
    "title": "Subtotal schedule D"
  }
]

Defined contribution plan

Captured fields

Field nameTitleData typeDescription
amount_detailsDefined contribution plan monthly amountstringMonthly income from a defined-contribution plan.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Defined contribution plan monthly amount"
  }
]

Disability

Captured fields

Field nameTitleData typeDescription
amount_detailsamount_detailsstringAmount received from disability schemes.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "amount_details"
  }
]

Employment related account

Captured fields

Field nameTitleData typeDescription
amount_detailsEmployment related account monthly amountstringMonthly amount from an employment-related income account.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Employment related account monthly amount"
  }
]

Foster care

Captured fields

Field nameTitleData typeDescription
amount_detailsFoster care monthly amountstringMonthly income received from foster care.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Foster care monthly amount"
  }
]

Housing allowance

Captured fields

Field nameTitleData typeDescription
amount_detailsHousing allowance monthly amountstringMonthly income received as a housing allowance.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Housing allowance monthly amount"
  }
]

Housing choice voucher program

Captured fields

Field nameTitleData typeDescription
amount_detailsHousing choice voucher program monthly amountstringMonthly income from the housing choice voucher program.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Housing choice voucher program monthly amount"
  }
]

Interest / Dividend

Captured fields

Field nameTitleData typeDescription
dividendsb. Dividends from Self-Employment (Line 5)stringDividend income reported from self-employment.
interest_incomea. Interest Income from Self-Employment (Line 1)stringInterest income reported from self-employment.
"fields": [
  {
    "name": "dividends",
    "value": "10.0",
    "title": "b. Dividends from Self-Employment (Line 5)"
  },
  {
    "name": "interest_income",
    "value": "10.0",
    "title": "a. Interest Income from Self-Employment (Line 1)"
  }
]

Calculated fields

Field nameTitleData typeDescription
monthsMonthsstringNumber of months considered for calculation.
one_year_averageOne year averagestringAverage income value for one year.
two_year_averageTwo year averagestringAverage income value for two years.
subtotal_schedule_bSubtotal schedule BstringSubtotal amount for Schedule B.
"calculated_fields": [
  {
    "name": "months",
    "value": "12",
    "title": "Months"
  },
  {
    "name": "one_year_average",
    "value": "1.67",
    "title": "One year average"
  },
  {
    "name": "two_year_average",
    "value": "0.83",
    "title": "Two year average"
  },
  {
    "name": "subtotal_schedule_b",
    "value": "20.0",
    "title": "Subtotal schedule B"
  }
]

Mortgage credit certificate

Captured fields

Field nameTitleData typeDescription
amount_detailsMortgage credit certificate monthly amountstringMonthly amount for mortgage credit certificate.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Mortgage credit certificate monthly amount"
  }
]

Mortgage differential

Captured fields

Field nameTitleData typeDescription
amount_detailsMortgage differential monthly amountstringMonthly amount for mortgage differential.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Mortgage differential monthly amount"
  }
]

Non borrower household income

Captured fields

Field nameTitleData typeDescription
amount_detailsNon borrower household monthly amountstringMonthly amount for non-borrower household.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Non borrower household monthly amount"
  }
]

Notes receivable installment

Captured fields

Field nameTitleData typeDescription
amount_detailsNotes receivable installment monthly amountstringMonthly amount for notes receivable installments.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Notes receivable installment monthly amount"
  }
]

Other

Captured fields

Field nameTitleData typeDescription
amount_detailsOther type monthly amountstringMonthly amount for other types.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Other type monthly amount"
  }
]

Public assistance

Captured fields

Field nameTitleData typeDescription
amount_detailsPublic assistance monthly amountstringMonthly amount of public assistance.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Public assistance monthly amount"
  }
]

Royalty

Captured fields

Field nameTitleData typeDescription
depletionc. Depletion (Line 18)stringAmount for depletion.
royaltiesa. Royalties Received (Line 4)stringAmount of royalties received.
total_expensesb. Total Expenses (Line 20)stringTotal expenses amount.
"fields": [
  {
    "name": "depletion",
    "value": "10.0",
    "title": "c. Depletion (Line 18)"
  },
  {
    "name": "royalties",
    "value": "10.0",
    "title": "a. Royalties Received (Line 4)"
  },
  {
    "name": "total_expenses",
    "value": "10.0",
    "title": "b. Total Expenses (Line 20)"
  }
]

Calculated fields

Field nameTitleData typeDescription
monthsMonthsstringNumber of months considered for calculation.
one_year_averageOne year averagestringAverage income for one year.
two_year_averageTwo year averagestringAverage income for two years.
subtotal_schedule_eSubtotal schedule EstringSubtotal for schedule E.
"calculated_fields": [
  {
    "name": "months",
    "value": "12",
    "title": "Months"
  },
  {
    "name": "one_year_average",
    "value": "0.83",
    "title": "One year average"
  },
  {
    "name": "two_year_average",
    "value": "0.42",
    "title": "Two year average"
  },
  {
    "name": "subtotal_schedule_e",
    "value": "10.0",
    "title": "Subtotal schedule E"
  }
]

Retirement/Pension/Annuity

Captured fields

Field nameTitleData typeDescription
payer_namepayer_namestringName of the payer.
amount_detailsRetirement Income monthly amountstringMonthly amount of retirement income.
"fields": [
  {
    "name": "payer_name",
    "value": "Retirement income",
    "title": "payer_name"
  },
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Retirement Income monthly amount"
  }
]

Separate maintenance

Captured fields

Field nameTitleData typeDescription
amount_detailsSeparate maintenance monthly amountstringMonthly amount for separate maintenance.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Separate maintenance monthly amount"
  }
]

Social security

Captured fields

Field nameTitleData typeDescription
amount_detailsSocial security monthly amountstringMonthly amount received from Social Security.
gross_percentageGross up % appliedstringThe percentage used to gross up the income.
non_taxable_portionNon-taxable portion of total social security amountstringPortion of social security income that is non-taxable.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Social security monthly amount"
  },
  {
    "name": "gross_percentage",
    "value": "5.0",
    "title": "Gross up % applied"
  },
  {
    "name": "non_taxable_portion",
    "value": "0.0",
    "title": "Non-taxable portion of total social security amount"
  }
]

Temporary leave

Captured fields

Field nameTitleData typeDescription
amount_detailsTemporary leave monthly amountstringMonthly amount during temporary leave.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Temporary leave monthly amount"
  }
]

Tip income

Captured fields

Field nameTitleData typeDescription
amount_detailsTip income monthly amountstringMonthly tip income amount.
"fields": [{
  "name": "amount_details",
  "value": "10.0",
  "title": "Tip income monthly amount"
}
]

Trust

Captured fields

Field nameTitleData typeDescription
amount_detailsTrust monthly amountstringMonthly trust income amount.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "Trust monthly amount"
  }
]

Unemployment Income

Captured fields

Field nameTitleData typeDescription
unemployment_compensationUnemployment compensation (box1)stringAmount of unemployment compensation reported in box 1.
"fields": [
  {
    "name": "unemployment_compensation",
    "value": "16040.0",
    "title": "Unemployment compensation (box1)",
    "page_doc_pk": "15023414"
  }
]

Calculated fields

Field nameTitleData typeDescription
monthsMonthsstringNumber of months considered for calculation.
one_year_averageOne year averagestringAverage income value over one year.
two_year_averageTwo year averagestringAverage income value over two years.
"calculated_fields": [
  {
    "name": "months",
    "value": "12",
    "title": "Months"
  },
  {
    "name": "one_year_average",
    "value": "1336.6666666666667",
    "title": "One year average"
  },
  {
    "name": "two_year_average",
    "value": "0.0",
    "title": "Two year average"
  }
]

VA benefits non-educational

Captured fields

Field nameTitleData typeDescription
amount_detailsVA benefits non-educational monthly amountstringMonthly amount received from VA benefits (non-educational).
gross_percentageGross up % appliedstringThe percentage used to gross up the VA benefits amount.
non_taxable_portionNon-taxable portion of total VA benefits non-educational amountstringPortion of VA benefits that is non-taxable.
"fields": [
  {
    "name": "amount_details",
    "value": "10.0",
    "title": "VA benefits non-educational monthly amount"
  },
  {
    "name": "gross_percentage",
    "value": "25.0",
    "title": "Gross up % applied"
  },
  {
    "name": "non_taxable_portion",
    "value": "5.0",
    "title": "Non-taxable portion of total VA benefits non-educational amount"
  }
]

Totals

Field nameTitle
accessory_unitAccessory Unit
alimonyAlimony
automobile_allowanceAutomobile Allowance
boarderBoarder
capital_gainsCapital Gains
child_supportChild Support
defined_contribution_planDefined Contribution Plan
disabilityDisability
employment_related_accountEmployment Related Account
foster_careFoster Care
housing_allowanceHousing Allowance
housing_choice_voucher_programHousing Choice Voucher Program
interest_and_dividendsInterest / Dividend
mortgage_credit_certificateMortgage Credit Certificate
mortgage_differentialMortgage Differential
non_borrower_householdNon Borrower Household
notes_receivable_installmentNotes Receivable Installment
other_typeOther
public_assistancePublic Assistance
retirementRetirement/Pension/Annuity
royaltyRoyalty
separate_maintenanceSeparate Maintenance
social_securitySocial Security
temporary_leaveTemporary Leave
tipTip
totalRecommended Income
trustTrust
unemploymentUnemployment
unemployment_yearlyUnemployment
va_benefits_non_educationalVA Benefits Non-Educational
{
  "accessory_unit": "Accessory Unit",
  "alimony": "Alimony",
  "automobile_allowance": "Automobile Allowance",
  "boarder": "Boarder",
  "capital_gains": "Capital Gains",
  "child_support": "Child Support",
  "defined_contribution_plan": "Defined Contribution Plan",
  "disability": "Disability",
  "employment_related_account": "Employment Related Account",
  "foster_care": "Foster Care",
  "housing_allowance": "Housing Allowance",
  "housing_choice_voucher_program": "Housing Choice Voucher Program",
  "interest_and_dividends": "Interest / Dividend",
  "mortgage_credit_certificate": "Mortgage Credit Certificate",
  "mortgage_differential": "Mortgage Differential",
  "non_borrower_household": "Non Borrower Household",
  "notes_receivable_installment": "Notes Receivable Installment",
  "other_type": "Other",
  "public_assistance": "Public Assistance",
  "retirement": "Retirement/Pension/Annuity",
  "royalty": "Royalty",
  "separate_maintenance": "Separate Maintenance",
  "social_security": "Social Security",
  "temporary_leave": "Temporary Leave",
  "tip": "Tip",
  "total": "Recommended Income",
  "trust": "Trust",
  "unemployment": "Unemployment",
  "unemployment_yearly": "Unemployment",
  "va_benefits_non_educational": "VA Benefits Non-Educational"
}