Extract IRS Form 1040 Extractor Data — Tax Season Ready
Tax preparation requires processing hundreds of documents per client. Manual data entry increases errors and delays filings.
Common Pain Points
- Data entry errors lead to amended returns
- Missed deductions cost clients money
- Filing delays trigger penalties
- Audit risk from inconsistent documentation
What This Template Does
AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.
Capabilities
- Tax Extraction
- 1040 Processing
- Income Tax Analysis
- 1040
- Irs
Output Schema
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "IRS Form 1040 Extraction Schema",
"description": "JSON Schema for extracted IRS Form 1040 (U.S. Individual Income Tax Return) data",
"type": "object",
"required": [
"document_type",
"tax_year",
"taxpayer",
"filing_status",
"income"
],
"properties": {
"document_type": {
"type": "string",
"const": "1040",
"description": "Document type identifier"
},
"tax_year": {
...Quick Start
See It In Action
Real extraction example showing input document and structured output.
Form 1040 U.S. Individual Income Tax Return 2024 Department of the Treasury - Internal Revenue Service Your first name and middle initial: MARGARET A Last name: THOMPSON Your social security number: 000-00-1234 If joint return, spouse's first name and middle initial: N/A Spouse's last name: N/A Spouse's social security number: N/A Home address (number and street): 742 EVERGREEN TERRACE Apartment no.: APT 3B City, town, or post office: SPRINGFIELD State: IL ZIP code: 62701 Foreign country nam
{
"document_type": "1040",
"tax_year": "2024",
"form_variant": "1040",
"taxpayer": {
"first_name": "MARGARET",
"middle_initial": "A",
"last_name": "THOMPSON",
"ssn": "XXX-XX-1234",
"occupation": "SOFTWARE ENGINEER",
"phone": "(555) 123-4567",
"email": ""
},
"spouse": {
"first_name": "",
"middle_initial": "",
"last_name": "",
"ssn": "",
"occupation": ""
},
"address": {
"street": "742 EVERGREEN TERRACE",
"apt": "APT 3B",
"city": "SPRINGFIELD",
"state": "IL",
"zip": "62701",
"foreign_country": "",
"foreign_province": "",
"foreign_postal": ""
},
"filing_status": {
"status": "single",
"spouse_name_mfs": ""
},
"dependents": [],
"income": {
"line_1a_wages": "78500.00",
"line_1z_total_wages": "78500.00",
"line_2a_tax_exempt_interest": "250.00",
"line_2b_taxable_interest": "1875.50",
"line_3a_qualified_dividends": "2100.00",
"line_3b_ordinary_dividends": "2450.00",
"line_4a_ira_distributions": "0.00",
"line_4b_taxable_ira": "0.00",
"line_5a_pensions_annuities": "0.00",
"line_5b_taxable_pensions": "0.00",
"line_6a_social_security": "0.00",
"line_6b_taxable_ss": "0.00",
"line_7_capital_gain_loss": "3200.00",
"line_8_schedule_1_income": "0.00",
"line_9_total_income": "86025.50"
},
"adjustments": {
"line_10_schedule_1_adjustments": "0.00",
"line_11_adjusted_gross_income": "86025.50"
},
"deductions": {
"line_12_standard_or_itemized": "14600.00",
"deduction_type": "standard",
"line_13_qualified_business_income": "0.00",
"line_14_total_deductions": "14600.00",
"line_15_taxable_income": "71425.50"
},
"tax_and_credits": {
"line_16_tax": "10892.00",
"line_17_schedule_2_taxes": "0.00",
"line_18_total_tax": "10892.00",
"line_19_child_tax_credit": "0.00",
"line_20_schedule_3_credits": "0.00",
"line_21_total_credits": "0.00",
"line_22_tax_minus_credits": "10892.00",
"line_23_other_taxes": "0.00",
"line_24_total_tax": "10892.00"
},
"payments": {
"line_25a_w2_withholding": "12500.00",
"line_25b_1099_withholding": "375.00",
"line_25c_other_withholding": "0.00",
"line_25d_total_withholding": "12875.00",
"line_26_estimated_payments": "0.00",
"line_27_earned_income_credit": "0.00",
"line_28_additional_child_credit": "0.00",
"line_29_american_opportunity_credit": "0.00",
"line_31_schedule_3_payments": "0.00",
"line_32_total_other_payments": "0.00",
"line_33_total_payments": "12875.00"
},
"refund_or_owed": {
"line_34_overpaid": "1983.00",
"line_35a_refund": "1983.00",
"line_35b_routing": "071000013",
"line_35c_account_type": "checking",
"line_35d_account_number": "XXXXXX7890",
"line_36_applied_next_year": "0.00",
"line_37_amount_owed": "0.00",
"line_38_estimated_penalty": "0.00"
},
"third_party": {
"designee_name": "",
"designee_phone": "",
"designee_pin": ""
},
"signature": {
"taxpayer_signed": true,
"spouse_signed": false,
"date": "2025-04-10",
"occupation_taxpayer": "SOFTWARE ENGINEER",
"occupation_spouse": ""
},
"preparer": {
"name": "",
"firm_name": "",
"ptin": "",
"firm_ein": "",
"firm_address": "",
"firm_phone": "",
"self_employed": false
},
"schedules_attached": [],
"validation": {
"ssn_format_valid": true,
"math_correct": true,
"filing_status_selected": true,
"signature_present": true
}
}Example demonstrating extraction of individual income tax return data from IRS Form 1040. Captures filing status, income sources (wages, interest, dividends), deductions, and refund/liability calculations.
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Frequently Asked Questions
What documents can IRS Form 1040 Extractor process?
The IRS Form 1040 Extractor template processes tax documents including various formats and layouts. See the instructions for specific document types supported.
How accurate is the IRS Form 1040 Extractor extraction?
The IRS Form 1040 Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.
Can I customize the IRS Form 1040 Extractor template?
Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.
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