Extract Data from 1040 Tax Returns Automatically
Process complete 1040 returns including schedules. Perfect for importing prior-year returns, verifying prepared returns, or processing amended returns. Our AI reads the full return and extracts key figures from every line.
What We Extract
- ✓Filing status
- ✓Total income (Line 9)
- ✓Adjusted gross income (Line 11)
- ✓Standard/itemized deductions
- ✓Taxable income (Line 15)
- ✓Total tax (Line 24)
- ✓Federal tax withheld (Line 25)
- ✓Refund or amount owed
How It Works
1
Upload the 1040 return (PDF)
2
AI extracts data from all pages and schedules
3
Review key figures with confidence scores
4
Import into your tax software
Who Uses This
- →Importing prior-year returns from other preparers
- →Verifying completed returns before e-filing
- →Processing 1040-X amended returns
- →Income verification for lending
Works With
TurboTaxH&R BlockDrakeLacerteProSeriesTaxActand hundreds more
FAQ
Can you extract data from all schedules?
We extract key data from Schedules A through E, as well as the main 1040 form.