Document Understanding
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Document Understanding User Guide
Last updated May 24, 2024

1040 Schedule D - ML package

Overview

IRS Form 1040 Schedule D is used to report capital gains and losses from the sale of investments. It's a crucial part of the individual income tax return, providing details on each investment transaction to calculate the overall capital gain or loss, which is then reported on Form 1040.

This Document Understanding Skill is extracting six regular fields and five column fields containing key data points of the Schedule D.

Particularities

The skill is trained to automatically detect data such as:

  • Name, SSN;
  • Proceeds, Cost, Adjustments, Gain or Loss.
Note: For the complete list of extracted fields, check the Out-of-the-box Models Details file.

Samples

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

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



  • Overview
  • Particularities
  • Samples

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