1040x - document type

Overview

IRS Form 1040X, Amended U.S. Individual Income Tax Return, allows taxpayers to fix errors or update previously filed forms like 1040, 1040A, or 1040EZ. It's used to adjusting income, deductions, or credits.

This ML package is trained to extract 41 regular data fields and 8 column fields of relevata data points for Form 1040X.

Particularities

The ML package is trained to automatically detect data such as:

• Name, Address, Phone, SSN of the Taxpayer/Spouse
• Income and Deduction Amounts
• Dependents, 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 1040X

Display Name	Field Name	Field Type	Content Type
Document Version	doc-version	regular	string
Calendar Year	calendar-year	regular	number
Fiscal Year	fiscal-year	regular	string
Taxpayer First Name and Initial	first-name	regular	string
Taxpayer Last Name	last-name	regular	string
Taxpayer Social Security Number	ssn	regular	id-no
Spouse First Name	spouse-first-name	regular	string
Spouse Last Name	spouse-last-name	regular	string
Spouse Social Security Number	spouse-ssn	regular	id-no
Taxpayer Present Home Address	current-address	regular	string
Taxpayer Phone Number	phone-number	regular	phone
Foreign Address	foreign-address	regular	string
Filing Status on This Return	filing-status	regular	string
NOL Carryback	nol-carryback	regular	string
Tax Method	tax-method	regular	string
Business Carryback	business-carryback	regular	string
Refundable Credits Forms	refundable-credits-forms	regular	string
Refund Applied to Tax Year	refund-tax-year	regular	number
Explanation of Changes	explanation	regular	string
More than 4 Dependents	dependents-more	regular	string
Presidential Election Campaign Fund - Single Contribution	camp-single-contribution	regular	string
Presidential Election Campaign Fund - Joint Contribution	camp-joint-contribution	regular	string
Paid Preparer Name	pp-name	regular	string
Paid Preparer Firm Name	pp-firm-name	regular	string
Paid Preparer Firm Address	pp-firm-address	regular	string
Paid Preparer Self Employed	pp-self-employed	regular	string
Paid Preparer PTIN/SSN	pp-ptin	regular	id-no
Paid Preparer Firm EIN	pp-ein	regular	string
Paid Preparer Phone Number	pp-phone	regular	phone
Taxpayer Occupation	occupation	regular	string
Spouse's Occupation	spouse-occupation	regular	string
Taxpayer Signature	signature	regular	string
Taxpayer Signature Date	signature-date	regular	date
Spouse's Signature	spouse-signature	regular	string
Spouse's Signature Date	spouse-signature-date	regular	date
Paid Preparer's Signature	pp-signature	regular	string
Paid Preparer's Signature Date	pp-signature-date	regular	date
Full Year Health Coverage	health-coverage	regular	string
Number of Dependents Living at Home	dependents-at-home	regular	number
Number of Dependents Living at Away	dependents-away	regular	number
Number of Dependents - Other	dependents-other	regular	number
Date Received by IRS	date-received-by-irs	regular	date
DLN Number	dln-number	regular	id-no
Amount Owed	amount-owed	regular	string
Refund To Be Received	refund-to-be-received	regular	string
Other Dependents Full Name	dependents-full-name	items	string
Other Dependents Relationship	dependents-relationship	items	string

Samples

You can download the a sample filled-in form from here.

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