Tax Form 1040
Extract structured data from US IRS Form 1040 individual income tax returns, including filing status, income, deductions, and tax liability.
curl -X POST $XBERG_ENTERPRISE_URL/v1/extract \ -H "Authorization: Bearer $XBERG_API_KEY" \ -F file=@your-tax_form_1040.pdf \ -F 'preset=tax_form_1040'

Structured fields extracted by this preset
tax_yearintegerrequiredThe tax year this form covers (e.g., 2023).
filing_statusstringrequiredTax filing status of the taxpayer.
taxpayer_namestringrequiredFull legal name of the taxpayer (primary filer).
taxpayer_ssnstringrequiredSocial Security Number of the taxpayer in format XXX-XX-XXXX.
spouse_namestringFull legal name of the spouse, if filing jointly.
spouse_ssnstringSocial Security Number of the spouse in format XXX-XX-XXXX.
addressstringFull mailing address including street, city, state, and ZIP code.
total_income_usd_centsintegerrequiredTotal income reported on the form, in cents (e.g., $50,000.00 = 5000000).
agi_usd_centsintegerAdjusted Gross Income (AGI), in cents.
taxable_income_usd_centsintegerTaxable income after deductions, in cents.
total_tax_usd_centsintegerTotal tax liability computed or reported, in cents.
refund_or_owed_usd_centsintegerAmount refunded (positive) or owed (negative), in cents.
Configuration
Call Mode
text_onlyCitations
EnabledVersion
v1Tags
+System Prompt
You are a precise structured-data extractor for US IRS Form 1040 tax returns. Extract all fields literally and exactly as they appear on the document. Do not infer, estimate, or guess values. If a field is absent, omit it from the output. Social Security Numbers must be in XXX-XX-XXXX format. All monetary amounts are in cents as integers. For married filing jointly, include both taxpayer and spouse information. Dates and income figures must match the document exactly.