1040 - document type

Overview

IRS Tax Form 1040, is used by U.S. taxpayers to file the annual income tax return with the Internal Revenue Service of the United States.

This Document Understanding^TM skill can extract commonly occurring data points from Form 1040, tax year 2021 (up to 58 fields plus items). It can be used as a starting point for further training, or be adjusted to accommodate the particularities of the business process.

Particularities

The skill is trained to automatically detect data such as:

• Name, Address, Phone, SSN of the Taxpayer/Spouse;
• Income Sources and Total Taxable Income;
• Dependencies, Designee, Paid Preparer, Signatures.

Extracted fields

note

If you are using using public endpoints, such as https://du.uipath.com/ie/invoices, all fields are available. However, if you are using custom-trained extractors, the availability of extracted fields is dependant on the version you are currently using. You can also check the list of fields and types on any endpoint in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.

Table 1. List of extracted fields for 1040

Display Name	Field Name	Field Type	Content Type
Filling Status	status	regular	string
Qualifying Person's Full Name	child-name	regular	string
Taxpayer First Name and Initial	name-and-initial	regular	string
Taxpayer Last Name	last-name	regular	string
Spouse Name and Initial	spouse-name-and-initial	regular	string
Spouse's Last Name	spouse-last-name	regular	string
Taxpayer Social Security Number	ssn	regular	string
Spouse Social Security Number	ssn-spouse	regular	id-no
Taxpayer Home Address	home-address	regular	string
Taxpayer Apartment Number	apt-no	regular	id-no
Taxpayer City/Town	city-town-fa	regular	string
Taxpayer State	state	regular	string
Taxpayer ZIP Code	zip	regular	id-no
Foreign Country	foreign-country	regular	string
Foreign Province	foreign-province	regular	string
Foreign Postal Code	foreign-postal-code	regular	id-no
Virtual Currency Yes Checkbox	virtual-currency	regular	string
Virtual Currency No Checkbox	virtual-currency-2	regular	string
You As a Dependent	you-can-claim	regular	string
Spouse As a Dependent	spouse-can-claim	regular	string
Spouse Separate Return or Dual-Status	dual-status	regular	string
You born Before 1957	born-before-1957	regular	string
You are Blind	blind	regular	string
Spouse born Before 1957	spouse-born-before-1957	regular	string
Spouse is Blind	spouse-blind	regular	string
Tax Form 8814	1040-16-1	regular	string
Tax Form 4972	1040-16-2	regular	string
Other Tax Form	1040-16-3	regular	string
Earned Income Credit (EIC)	eic-claim	regular	string
Form 8888 is Attached	f-8888	regular	string
Refund Routing Number	35b	regular	id-no
Refund Account Type Checking	35c-checking	regular	string
Refund Account Type Savings	35c-savings	regular	string
Refund Account Number	35d	regular	id-no
Third Party Designee Yes	3rd-party-yes	regular	string
Third Party Designee No	3rd-party-no	regular	string
Third Party Designee Name	3rd-designee-name	regular	string
Third Party Designee Phone	3rd-designee-phone	regular	string
Third Party Designee PIN	3rd-pin	regular	id-no
Taxpayer Signature	signature	regular	string
Taxpayer Signature Date	date	regular	date
Taxpayer Occupation	occupation	regular	string
Taxpayer Pin	pin	regular	id-no
Spouse's Signature	spouse-signature	regular	string
Spouse's Signature Date	spouse-date	regular	date
Spouse's Occupation	spouse-occupation	regular	string
Spouse's PIN	spouse-pin	regular	id-no
Taxpayer Phone Number	phone	regular	string
Taxpayer Email Address	email	regular	string
Paid Preparer Name	pp-name	regular	string
Paid Preparer Signature	pp-signature	regular	string
Paid Preparer Signature Date	pp-date	regular	date
Paid Preparer PTIN	pp-ptin	regular	id-no
Paid Preparer Self-employed Y/N	pp-self-emp	regular	string
Paid Preparer's Firm Name	pp-firm-name	regular	string
Paid Preparer's Firm Phone	pp-firm-phone	regular	string
Paid Preparer's Firm Address	pp-firm-address	regular	string
Paid Preparer's Firm EIN	pp-firm-ein	regular	id-no
Taxable Income	taxable-income	regular	string
Tax	tax	regular	string
Amount you Owe	amount-you-owe	regular	string
Dependents - Full Names	dependent-name	items	string
Dependents - Social Security Numbers	dependent-ssn	items	id-no
Dependents - Relationship to you	dependent-relationship	items	string
Dependents - Child Tax Credit	child-tax-credit	items	string
Dependents - Credit for other Dependents	credit-other	items	string

Samples

You can download the following sample filled-in forms:

• Sample 1
• Sample 2

You can also preview the samples of a filled-in form: