709: tipo de documento

Información general

El formulario 709 del IRS, declaración de impuestos de Estados Unidos (y transferencia con omisión de generación) se emplea para notificar regalos que superan el importe de exclusión anual, la exención de por vida o los requisitos para aplicar reglas de valoración especiales. El formulario 709 permite a los contribuyentes informar con precisión de los regalos y calcular cualquier impuesto sobre donaciones adeudado.

Este paquete ML está entrenado para extraer 27 campos regulares de puntos de datos relevantes del formulario 709.

Este modelo está entrenado en todas las versiones publicadas por el IRS desde enero de 1959 hasta 2022.

Particularidades

El paquete ML está entrenado para detectar automáticamente datos como:

• Nombre, dirección, residencia y ciudadanía del donante
• Importe de las donaciones imponibles actuales anteriores y totales
• Identificación del preparador pagado
• Versión del formulario, año

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 709

Nombre para mostrar	Nombre del campo	Tipo de campo	Tipo de contenido
Donor's Name and Initial	donor-firstname-and-mi	regular	String
Donor's Last Name	donor-lastname	regular	String
Donor Social Security Number	ssn	regular	id-no
Donor Address	Dirección	regular	String
Donor Residence	residence	regular	String
Donor City, State, Zip	city-state-zip	regular	String
Donor Citizenship	citizenship	regular	String
Amount of Taxable Gifts Current Year	tax-amt-gift-current-yea	regular	Número
Amount of Taxable Gifts Prior Periods	tax_gift_preceding_years	regular	Número
Amount of Total Taxable Gifts	total-taxable-gifts	regular	Número
Total Taxes	total-tax	regular	Número
Balance Due	balance-due	regular	Número
Amount To Be Refunded	refund-amount	regular	Número
Signature of Donor	donor-signature	regular	String
Donor's Signature Date	donor-signature-date	regular	Fecha
Paid Preparer's Signature	pp-signature	regular	String
Paid Preparer's Signature Date	pp-signature-date	regular	Fecha
Paid Preparer PTIN	pp-ptin	regular	id-no
Paid Preparer Self Employed	pp-self-employed	regular	String
Paid Preparer Firm Name	pp-firm-name	regular	String
Paid Preparer Firm EIN	pp-firm-ein	regular	id-no
Paid Preparer Name	pp-name	regular	String
Paid Preparer Firm Address	pp-firm-address	regular	String
Paid Preparer Phone Number	pp-phone	regular	phone
Gifts Made During Year	form-year	regular	Número
Form Version	revision	regular	String
Donor Died During the Year	donor-died	regular	String
DLN Number	dln	regular	id-no
Date Received by IRS	date-received	regular	Fecha
Donor's Date of Death	donor-dod	regular	String

Ejemplos

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