Personal Tax Return Summary

Data Model Overview

This data model extracts key summary information from a completed US Personal Income Tax Return (Form 1040 series) and any associated state returns included in the document set. It captures essential details like the tax year, filer information (names, SSNs, filing status), dependents, a breakdown of income sources (wages, interest, dividends, capital gains, business income), adjustments to income, deductions taken (standard or itemized), tax calculation components, and significant tax credits claimed. This provides a consolidated overview of the filer's tax situation for the specified year as reported on their return.

Field name Type Description
filing_status string The tax filing status checked on Form 1040. Possible values: single, married_filing_jointly, married_filing_separately, head_of_household, qualifying_widow_er.
state_returns_included string Comma-separated list of state abbreviations (e.g., CA, NY, NC) for which state tax returns are identified within the document set.
persons array List of individuals listed on the tax return (primary, spouse, dependents).
name string Full name of the person.
ssn string Social Security Number (often redacted to last 4 digits).
person_role string Role of the person on the return. Possible values: primary, spouse, dependent.
income_and_adjustments object Summary of income sources, details, and adjustments (above-the-line deductions).
wages_salaries_tips number Total wages, salaries, tips, etc. reported.
taxable_interest number Taxable interest income reported.
ordinary_dividends number Ordinary dividends income reported.
qualified_dividends number Qualified dividends income reported.
ira_distributions_taxable number Taxable amount of IRA distributions reported.
pensions_annuities_taxable number Taxable amount of pensions and annuities reported.
social_security_benefits_taxable number Taxable amount of Social Security benefits reported.
short_term_net_capital_gain_loss number Net short-term capital gain or loss reported (from Schedule D).
long_term_net_capital_gain_loss number Net long-term capital gain or loss reported (from Schedule D).
capital_gain_distributions number Capital gain distributions reported.
capital_loss_carryforward number Capital loss carryover to the next tax year (from Schedule D).
unemployment_compensation number Unemployment compensation received.
total_income number Total income reported before adjustments.
deductible_part_of_se_tax number Deductible portion of self-employment tax (from Schedule 1).
total_adjustments number Total adjustments to income (from Schedule 1).
adjusted_gross_income_agi number Adjusted Gross Income (AGI) calculated on the return.
schedule_c_profit_loss array List of businesses reported on attached Schedule C forms.
business_name string Name of the self-employed business (from Schedule C).
net_profit_loss number Net profit or loss reported for the business (from Schedule C).
schedule_e_income_loss object Summary of supplemental income and loss from Schedule E.
total_rental_real_estate_income_loss number Total income or loss from rental real estate and royalties (from Schedule E).
total_partnership_s_corp_income_loss number Total income or loss from partnerships and S corporations (from Schedule E).
total_schedule_e_income_loss number Total supplemental income or loss reported (from Schedule E).
deductions object Summary of deductions taken (Standard or Itemized details, QBI).
deduction_method string Indicates if the Standard or Itemized deduction was taken. Possible values: standard, itemized, unknown.
standard_deduction_amount number The amount of the standard deduction claimed, if applicable.
itemized_medical_expenses_deducted number Medical and dental expenses deducted, if itemizing (from Schedule A).
itemized_state_and_local_taxes_salt number State and local taxes (SALT) deducted, if itemizing (capped, from Schedule A).
itemized_home_mortgage_interest number Home mortgage interest deducted, if itemizing (from Schedule A).
itemized_investment_interest number Investment interest deducted, if itemizing (from Schedule A).
itemized_gifts_to_charity number Gifts to charity deducted, if itemizing (from Schedule A).
total_itemized_deductions number The total amount of itemized deductions claimed, if applicable (from Schedule A).
qualified_business_income_qbi_deduction number Qualified Business Income (QBI) deduction claimed.
total_deductions_taken number Total deductions claimed (Standard/Itemized + QBI).
tax_calculation object Summary of tax liability components.
taxable_income number Taxable income after deductions.
tax_ordinary_income number Tax calculated on ordinary income. May include tax on capital gains/dividends if not broken out separately.
tax_long_term_capital_gains_qualified_dividends number Tax specifically calculated on long-term capital gains and qualified dividends, if shown separately on the return or worksheets.
self_employment_tax_schedule_se number Total self-employment tax reported (from Schedule SE or Schedule 2).
net_investment_income_tax_niit number Net Investment Income Tax (NIIT) reported (from Form 8960 or Schedule 2).
additional_medicare_tax number Additional Medicare Tax reported (from Form 8959 or Schedule 2).
total_tax number Total tax liability reported before payments and most credits.
tax_credits object Summary of tax credits claimed.
child_tax_credit_other_dependents_credit number Total Child Tax Credit and/or Credit for Other Dependents claimed.
dependent_care_credit number Credit for child and dependent care expenses claimed (from Form 2441 or Schedule 3).
residential_clean_energy_credit number Credit for residential clean energy investments claimed (from Form 5695 or Schedule 3).
total_credits_claimed number Total amount of key tax credits claimed (may include nonrefundable and refundable credits).