1040: tipo de documento

Información general

El formulario de impuestos 1040 del IRS, lo utilizan los contribuyentes estadounidenses para presentar la declaración anual de la renta ante el Servicio de Impuestos Internos de los Estados Unidos.

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.

Particularidades

La habilidad está entrenada para detectar automáticamente datos como:

• Nombre, dirección, teléfono y SSN del contribuyente/cónyuge;
• Fuentes de ingresos y base imponible total;
• Dependencias, persona designada, preparador pagado, firmas.

Extracted fields

Nota:

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

Nombre para mostrar	Nombre del campo	Tipo de campo	Tipo de contenido
Filling Status	estado	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	Fecha	regular	Fecha
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	Fecha
Spouse's Occupation	spouse-occupation	regular	String
Spouse's PIN	spouse-pin	regular	id-no
Taxpayer Phone Number	phone	regular	String
Taxpayer Email Address	Correo electrónico	regular	String
Paid Preparer Name	pp-name	regular	String
Paid Preparer Signature	pp-signature	regular	String
Paid Preparer Signature Date	pp-date	regular	Fecha
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
Impuestos	tax	regular	String
Amount you Owe	amount-you-owe	regular	String
Dependents - Full Names	dependent-name	Elementos	String
Dependents - Social Security Numbers	dependent-ssn	Elementos	id-no
Dependents - Relationship to you	dependent-relationship	Elementos	String
Dependents - Child Tax Credit	child-tax-credit	Elementos	String
Dependents - Credit for other Dependents	credit-other	Elementos	String

Ejemplos

Puedes descargar los siguientes formularios de ejemplo cumplimentados:

• Ejemplo 1
• Ejemplo 2

También puedes obtener una vista previa de los ejemplos de un formulario cumplimentado: