Form 1040 data extraction

Extract filing status, income lines, adjusted gross income, tax, payments, and refund from Form 1040 returns - with a ready-made model - for tax preparation and self-employed income verification.

The lines that matter, structured

Taxpayer & spouse names, SSNs
Filing status
Dependents
Wages & other income lines
Adjusted gross income
Taxable income
Total tax & payments
Refund or amount owed
How it works

From return to structured data

Create a workflow with the Instant 1040 model - the fields are already defined, so there's nothing to configure.
Upload prior-year returns or send them through the API from your client or applicant portal.
Export structured data to Excel, CSV, or JSON, or feed it straight into your tax or underwriting system.

Ready on day one: The Instant 1040 model already knows the form's lines. Need something it doesn't cover? Build an Instinct workflow and describe the fields yourself.

<30s
Per page, from upload to structured data
Measured end-to-end processing time per page. No templates or training before the first document.
Why it matters

The return holds the answer. Getting it out takes time.

A 1040 is where a household's income picture lives. Tax preparers need prior-year figures to start a return. Lenders verifying self-employed borrowers need AGI and income lines from two years of returns. In both cases, someone reads the return and retypes numbers into another system.

The Instant 1040 model returns the main form's lines as named fields - filing status, income, AGI, tax, payments - from PDFs, scans, and photos. No template, no field setup.

Every field carries its own confidence score, and anything uncertain goes to Review Hub before it reaches a return or a loan decision.

Taxpayer data is processed and stored in the EU and never used to train models. The same extraction runs through the REST API.

Related use cases

Stop keying 1040 lines by hand

Use the ready-made 1040 model and process your first return in seconds.

Try free - no setup required