Supported document types

These document types are supported by Argyle's built-in OCR for Documents solution.

📘

You can use the downloadable sample files to test the OCR solution in Console. To test OCR on manually uploaded documents, make sure to enable the Document upload flow in Link Customizer.

W-2 and W-2c

Wage and Tax Statement, Corrected Wage and Tax Statement

Field nameDescription
control_no_dThe code that uniquely identifies a particular W-2 document in the employer's records.
comp_1The amount of wages, tips, and other compensation.
fed_income_tax_2The amount of federal income tax withheld.
ss_wages_3The amount of social security wages.
ss_tax_4The amount of social security tax withheld.
med_wages_5The amount of Medicare wages and tips.
med_tax_6The amount of Medicare tax withheld.
ss_tips_7The amount of social security tips.
tips_8The amount of allocated tips.
verification_9A code used to verify the accuracy of the form’s contents during electronic tax return.
benefits_10The amount of dependent care benefits.
nonqualified_11The amount of contributions made to a nonqualified savings plan.
uncollected_ss_RRTA_12aThe amount of uncollected social security or RRTA tax on tips.
uncollected_med_tax_12bThe amount of uncollected Medicare tax on tips.
insurance_12cThe amount of taxable cos of group-term life insurance over $50,000.
plan_401k_12dThe amount of elective deferrals related to contributions to 401-k plan.
other_14Used to report additional tax information.
employers_state_15Lists the state for which the employer withheld the taxes, and to which the employer remitted the taxes. Indicates the employer’s state ID number.
state_wages_16The amount of state wages, tips, etc.
state_income_tax_17The amount of state income tax.
local_wages_18The amount of local wages, tips, etc.
local_income_tax_19The amount of local income tax.
locality_name_20The name of the locality where taxes indicated in the local_income_tax_19 field are paid.

Download W-2 sample

Example object
{
   "form_type":"W-2",
   "omb_no":null,
   "year":"2019",
   "form":{
      "recipient":{
         "name":"John Smith",
         "address":{
            "city":"Norton",
            "country":null,
            "line1":"4 Jackson St",
            "line2":null,
            "postal_code":"75211",
            "state":"MA"
         }
      },
      "recipient_tin":"123-12-1234",
      "payer":{
         "name":"EAST COAST ASSEMBLERS INC",
         "address":{
            "city":"Lake Worth",
            "country":null,
            "line1":"6586 Hypolouxo Road",
            "line2":"Suite 145",
            "postal_code":"33467",
            "state":"FL"
         }
      },
      "payer_tin":"20-0388460",
      "control_no_d":"86O78 6805",
      "comp_1":"1540.83",
      "fed_income_tax_2":"147.41",
      "ss_wages_3":"1540.83",
      "ss_tax_4":"95.53",
      "med_wages_5":"1540.83",
      "med_tax_6":"22.34",
      "ss_tips_7":null,
      "tips_8":null,
      "verification_9":null,
      "benefits_10":null,
      "nonqualified_11":null,
      "uncollected_ss_RRTA_12a":null,
      "uncollected_med_tax_12b":null,
      "insurance_12c":null,
      "plan_401k_12d":null,
      "other_14":null,
      "employers_state_15":null,
      "state_wages_16":null,
      "state_income_tax_17":null,
      "local_wages_18":"N/A",
      "local_income_tax_19":"N/A",
      "locality_name_20":"N/A"
   },
   "warnings":[
      {
         "field_name":"ss_tips_7",
         "message":"ss_tips_7 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"tips_8",
         "message":"tips_8 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"benefits_10",
         "message":"benefits_10 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"nonqualified_11",
         "message":"nonqualified_11 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"uncollected_ss_RRTA_12a",
         "message":"uncollected_ss_RRTA_12a value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"uncollected_med_tax_12b",
         "message":"uncollected_med_tax_12b value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"insurance_12c",
         "message":"insurance_12c value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"plan_401k_12d",
         "message":"plan_401k_12d value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"employers_state_15",
         "message":"employers_state_15 not found",
         "severity":0.0
      },
      {
         "field_name":"state_wages_16",
         "message":"state_wages_16 not found",
         "severity":0.0
      },
      {
         "field_name":"state_income_tax_17",
         "message":"state_income_tax_17 not found",
         "severity":0.0
      },
      {
         "field_name":"other_14",
         "message":"other_14 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"verification_9",
         "message":"verification_9 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"omb_no",
         "message":"omb_no not found",
         "severity":1.0
      }
   ],
   "confidence":"HIGH",
   "ocr_page_count":1
}


1099-NEC

Nonemployee Compensation

Field nameDescription
account_noA code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
comp_1The amount of nonemployee compensation.
fed_inc_tax_4The amount of federal income tax withheld.
state_tax_5The amount of state tax withheld.
state_no_6The abbreviated name of the state and the payer’s state tax identification number.
state_inc_7The amount of state income.

Download 1099-NEC sample

Example object
{
   "form_type":"1099-NEC",
   "omb_no":"1545-0116",
   "year":"2020",
   "form":{
      "recipient":{
         "name":"John Smith",
         "address":{
            "city":"Norton",
            "country":null,
            "line1":"4321 S. Jackson St Apt 987C",
            "line2":null,
            "postal_code":"45678",
            "state":"MA"
         }
      },
      "recipient_tin":"***-**-0193",
      "payer":{
         "name":"Peak Performance Publishing LLC",
         "address":{
            "city":"Ambler",
            "country":null,
            "line1":"118 Mary Ambler Way",
            "line2":null,
            "postal_code":"19002",
            "state":"PA"
         }
      },
      "payer_tin":"46-5237939",
      "account_no":"zeno000046945",
      "comp_1":"22796.50",
      "fed_inc_tax_4":"0.00",
      "state_tax_5":null,
      "state_no_6":null,
      "state_inc_7":null
   },
   "warnings":[
      {
         "field_name":"recipient_tin",
         "message":"recipient_tin obfuscated",
         "severity":0.0
      },
      {
         "field_name":"state_tax_5",
         "message":"state_tax_5 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"state_no_6",
         "message":"state_no_6 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"state_inc_7",
         "message":"state_inc_7 value empty/bad format",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}


1099-SSA

Social Security Benefits

Field nameDescription
recipient_name_1The name of the recipient.
benefits_3The amount of benefits paid.
benefits_ssa_4The amount of benefits repaid to SSA.
net_benefits_5The amount of net benefits.
fed_inc_tax_6The amount of voluntary federal income tax withholding.
claim_noThe social security number under which a claim is filed or benefits are paid.

Download 1099-SSA sample

Example object
{
   "form_type":"1099-SSA",
   "omb_no":null,
   "year":"2021",
   "form":{
      "recipient":{
         "name":"JOHN SMITH"
      },
      "recipient_tin":"666-66-6666",
      "recipient_name_1":"JOHN SMITH",
      "benefits_3":"1507.40",
      "benefits_ssa_4":"66.40",
      "net_benefits_5":"1441.00",
      "fed_inc_tax_6":"NONE",
      "claim_no":"123-12-1234C2"
   },
   "warnings":[
      {
         "field_name":"omb_no",
         "message":"omb_no not found",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}


1099-MISC

Miscellaneous Income

Field nameDescription
account_noA code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
rent_1The amount of rental income.
royalties_2The amount of royalty income.
other_inc_3Other income.
fed_inc_4The amount of federal income tax withheld.
fishing_5The amount of fishing boat proceeds.
med_care_6The amount of medical and health care payment.
comp_7The amount nonemployee compensation.
crop_insurance_10The amount of crop insurance proceeds.
golden_parachute_13The amount of excess Golden Parachute payments.
gross_attorney_14The amount of gross proceeds paid to an attorney.
sec_409a_defer_15aThe amount of section 409A deferrals.
sec_409a_inc_15bThe amount of section 409A income.
state_tax_16The amount of state tax withheld.
state_no_17The abbreviated name of the state and the payer’s state tax identification number.
state_incThe amount of state income.

Download 1099-MISC sample

Example object
{
   "form_type":"1099-MISC",
   "omb_no":"1545-0115",
   "year":"2018",
   "form":{
      "recipient":{
         "name":"JOHN SMITH",
         "address":{
            "city":"Norton",
            "country":null,
            "line1":"888 W JACKSON ST APT #123",
            "line2":null,
            "postal_code":"54321",
            "state":"MA"
         }
      },
      "recipient_tin":"123-56-6789",
      "payer":{
         "name":"IPS INC",
         "address":{
            "city":"TUSTIN",
            "country":null,
            "line1":"3002 DOW AVE UNIT 512",
            "line2":null,
            "postal_code":"92780",
            "state":"CA"
         }
      },
      "payer_tin":"81-2570912",
      "account_no":"000131losa/kqsa",
      "rent_1":null,
      "royalties_2":null,
      "other_inc_3":null,
      "fed_inc_4":null,
      "fishing_5":null,
      "med_care_6":null,
      "comp_7":"2227.85",
      "crop_insurance_10":null,
      "sec_409a_defer_15a":null,
      "sec_409a_inc_15b":null,
      "state_tax_16":null,
      "state_no_17":"CA066-5069 1",
      "state_inc":null
   },
   "warnings":[
      {
         "field_name":"rent_1",
         "message":"rent_1 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"royalties_2",
         "message":"royalties_2 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"other_inc_3",
         "message":"other_inc_3 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"fed_inc_4",
         "message":"fed_inc_4 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"fishing_5",
         "message":"fishing_5 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"med_care_6",
         "message":"med_care_6 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"crop_insurance_10",
         "message":"crop_insurance_10 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"sec_409a_defer_15a",
         "message":"sec_409a_defer_15a value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"sec_409a_inc_15b",
         "message":"sec_409a_inc_15b value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"state_tax_16",
         "message":"state_tax_16 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"state_inc",
         "message":"state_inc value empty/bad format",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}


1099-INT

Interest Income

Field nameDescription
payer_rtnThe payer's RTN (Routing and Transit Number).
account_noA code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
interest_1The amount of interest income.
withdraw_penalty_2The amount of early withdrawal penalty.
interest_obligations_3The amount of interest earned on U.S. savings bonds or Treasury notes, bills or bonds.
fed_inc_tax_4The amount of federal income tax withheld.
investment_5The amount of investment expenses.
foreign_tax_6The amount of foreign tax paid.
foreign_possession_7Shows the country or U.S. possession to which the foreign tax was paid.

Download 1099-INT sample

Example object
{
   "form_type":"1099-INT",
   "omb_no":"1545-0112",
   "year":"2018",
   "form":{
      "recipient":{
         "name":"JOHN SMITH",
         "address":{
            "city":"Norton",
            "country":null,
            "line1":"4 Jackson St",
            "line2":null,
            "postal_code":"27660",
            "state":"MA"
         }
      },
      "recipient_tin":"123-45-678",
      "payer":{
         "name":"DEFENSE FINANCE AND ACCTG SERVICE",
         "address":{
            "city":"Cleveland",
            "country":null,
            "line1":"1240 E 9TH ST",
            "line2":null,
            "postal_code":"44199-9904",
            "state":"OH"
         }
      },
      "payer_tin":"34-9990000",
      "payer_rtn":null,
      "account_no":"593901503",
      "interest_1":"475.00",
      "withdraw_penalty_2":null,
      "interest_obligations_3":null,
      "fed_inc_tax_4":null,
      "investment_5":null,
      "foreign_tax_6":null,
      "foreign_possession_7":null
   },
   "warnings":[
      {
         "field_name":"payer_rtn",
         "message":"payer_rtn value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"withdraw_penalty_2",
         "message":"withdraw_penalty_2 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"interest_obligations_3",
         "message":"interest_obligations_3 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"fed_inc_tax_4",
         "message":"fed_inc_tax_4 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"investment_5",
         "message":"investment_5 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"foreign_tax_6",
         "message":"foreign_tax_6 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"foreign_possession_7",
         "message":"foreign_possession_7 value empty/bad format",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}


1099-R

Distributions From Pensions, Annuities

Field nameDescription
control_noThe code that uniquely identifies a particular 1099-R document in the employer's records.
gross_1The amount of gross distribution.
tax_amount_2aThe amount of distribution that is taxable.
fed_inc_tax_4The amount of federal income tax withheld.
distribution_code_7A code that identifies the type of distribution received.
distribution_percent_9The percentage of total distribution received.
state_tax_14The amount of state tax withheld.
state_no_15The abbreviated name of the state and the payer’s state tax identification number.

Download 1099-R sample

Example object
{
   "form_type":"1099-R",
   "omb_no":"1545-0119",
   "year":"2019",
   "form":{
      "recipient":{
         "name":"JOHN SMITH",
         "address":{
            "city":"NORTON",
            "country":null,
            "line1":"1480 JACKSON ST",
            "line2":null,
            "postal_code":"12345-1234",
            "state":"MA"
         }
      },
      "recipient_tin":"111223333",
      "payer":{
         "name":"Defense Finance and Accounting Service U.S. Military Retired Pay",
         "address":{
            "city":"Indianapolis",
            "country":null,
            "line1":"8899 E 56th Street",
            "line2":null,
            "postal_code":"46249-1200",
            "state":"IN"
         }
      },
      "payer_tin":"34-0727612",
      "control_no":null,
      "gross_1":"14978.94",
      "tax_amount_2a":"14978.94",
      "fed_inc_tax_4":"382.08",
      "distribution_code_7":null,
      "distribution_percent_9":null,
      "state_tax_14":"300.00",
      "state_no_15":"VA 987654321",
      "retired":"01012019-12312019"
   },
   "warnings":[
      {
         "field_name":"control_no",
         "message":"control_no value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"distribution_code_7",
         "message":"distribution_code_7 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"distribution_percent_9",
         "message":"distribution_percent_9 value empty/bad format",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}


1099-G

Certain Government Payments

Field nameDescription
a_unemployment_comp_1The amount of unemployment compensation.
a_state_inc_tax_2The amount of state or local income tax refunds, credits or offsets.
a_benefits_this_year_3The amount of benefits repaid for current year.
a_benefits_prev_year_3The amount of benefits repaid for previous year.
a_fed_inc_tax_4The amount of federal income tax withheld.
b_unemployment_comp_1The amount of unemployment compensation, paid family leave.
b_state_inc_tax_2The amount of state or local income tax refunds, credits or offsets.
b_benefits_this_year_3The amount of benefits repaid for current year.
b_benefits_prev_year_3The amount of benefits repaid for previous year.
b_fed_inc_tax_4The amount of federal income tax withheld.

Download 1099-G sample

Example object
{
   "form_type":"1099-G",
   "omb_no":"1454-0120",
   "year":"2020",
   "form":{
      "recipient":{
         "name":"JOHN SMITH",
         "address":{
            "city":"Norton",
            "country":null,
            "line1":"4 Jackson Street",
            "line2":"Po box 1234",
            "postal_code":"92382-7434",
            "state":"MA"
         }
      },
      "recipient_tin":"***-**-1234",
      "payer":{
         "name":"Unemployment Insurance Integrity and Accounting Division",
         "address":{
            "city":"Rancho Cordova",
            "country":null,
            "line1":"P.O. Box 2408",
            "line2":"MIC 16A",
            "postal_code":"95741-2408",
            "state":"CA"
         }
      },
      "payer_tin":"94-2650401",
      "a_unemployment_comp_1":"30900.00",
      "a_state_inc_tax_2":"0.00",
      "a_benefits_this_year_3":"0.00",
      "a_benefits_prev_year_3":"0.00",
      "a_fed_inc_tax_4":"90.00",
      "b_unemployment_comp_1":"0.00",
      "b_state_inc_tax_2":"0.00",
      "b_benefits_this_year_3":"0.00",
      "b_benefits_prev_year_3":"0.00",
      "b_fed_inc_tax_4":"0.00"
   },
   "warnings":[
      {
         "field_name":"recipient_tin",
         "message":"recipient_tin obfuscated",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}


1099-K

Payment Card and Third Party Network Transactions

Field nameDescription
pse_name_phonePSE's name and telephone number.
account_noA code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
gross_1aGross amount of payment card/third party network transactions.
gross_1bThe amount of Card Not Present transactions.
category_code_2Merchant category code.
no_transactions_3Number of payment transactions.
fed_inc_tax_4The amount of federal income tax withheld.
january_5aThe total reportable payment transactions for this month.
february_5bThe total reportable payment transactions for this month.
march_5cThe total reportable payment transactions for this month.
april_5dThe total reportable payment transactions for this month.
may_5eThe total reportable payment transactions for this month.
june_5fThe total reportable payment transactions for this month.
july_5gThe total reportable payment transactions for this month.
august_5hThe total reportable payment transactions for this month.
september_5iThe total reportable payment transactions for this month.
october_5jThe total reportable payment transactions for this month.
november_5kThe total reportable payment transactions for this month.
december_5lThe total reportable payment transactions for this month.
state_6State.
state_id_7State identification number.
state_income_8The amount of state income tax withheld.

Download 1099-K sample

Example object
{
   "form_type":"1099-K",
   "omb_no":"1545-2205",
   "year":"2020",
   "form":{
      "recipient":{
         "name":"JOHN SMITH",
         "address":{
            "city":"NORTON",
            "country":null,
            "line1":"4 E JACKSON STREET 2FL",
            "line2":null,
            "postal_code":"12345",
            "state":"MA"
         }
      },
      "recipient_tin":"***-**-2345",
      "payer":{
         "name":"LYFT, INC",
         "address":{
            "city":"SAN FRANCISCO",
            "country":null,
            "line1":"185 BERRY ST. SUITE 5000",
            "line2":null,
            "postal_code":"94107",
            "state":"CA"
         }
      },
      "payer_tin":"20-8809830",
      "pse_name_phone":null,
      "account_no":"10099240023921642.58",
      "gross_1a":"28119.23",
      "gross_1b":null,
      "category_code_2":"41.21",
      "no_transactions_3":null,
      "fed_inc_tax_4":null,
      "january_5a":"476.66",
      "february_5b":"3052.06",
      "march_5c":"2875.24",
      "april_5d":"83.19",
      "may_5e":"211.94",
      "june_5f":"2077.84",
      "july_5g":"2066.84",
      "august_5h":"3090.84",
      "september_5i":"6793.09",
      "october_5j":"2269.41",
      "november_5k":"2115.08",
      "december_5l":"3007.04",
      "state_6":"MA",
      "state_id_7":null,
      "state_income_8":null
   },
   "warnings":[
      {
         "field_name":"recipient_tin",
         "message":"recipient_tin obfuscated",
         "severity":0.0
      },
      {
         "field_name":"pse_name_phone",
         "message":"pse_name_phone value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"gross_1b",
         "message":"gross_1b value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"no_transactions_3",
         "message":"no_transactions_3 not found",
         "severity":0.0
      },
      {
         "field_name":"fed_inc_tax_4",
         "message":"fed_inc_tax_4 value empty/bad format",
         "severity":0.0
      },
      {
         "field_name":"state_id_7",
         "message":"state_id_7 not found",
         "severity":0.0
      },
      {
         "field_name":"state_income_8",
         "message":"state_income_8 value empty/bad format",
         "severity":0.0
      }
   ],
   "confidence":"EXACT_MATCH",
   "ocr_page_count":1
}