Document Understanding Modern Projects User Guide

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Last updated May 15, 2025

1040 Schedule D - document type

Overview

IRS Form 1040 Schedule D is used to report capital gains and losses from the sale of investments. It's a crucial part of the individual income tax return, providing details on each investment transaction to calculate the overall capital gain or loss, which is then reported on Form 1040.

This Document Understanding^TM skill is extracting six regular fields and five column fields containing key data points of the Schedule D.

Particularities

The skill is trained to automatically detect data such as:

Name, SSN;
Proceeds, Cost, Adjustments, Gain or Loss.

Extracted fields

Note: 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 1040 Schedule D
Display Name	Field Name	Field Type	Content Type
Taxpayer Name	name	regular	string
Social Security Number	social-security-number	regular	id-no
Dispose of Investment - Yes/No	dispose-of-investment	regular	string
Are lines 15 and 16 both gains?	are-lines-15-and-16-both	regular	string
Are lines 18 and 19 zero or blank?	are-lines-18-and-19-zero	regular	string
Do you have qualified dividends?	qualified-dividends	regular	string
Net short-term capital gain or (loss)	net-short-term-capital	regular	number
Net long term capital gain or (loss)	net-long-term-capital	regular	number