Tax Filing Line Item Assessment

A line-item-level assessment (authority adjustment) belonging to a filing assessment.

Property NameTypeDescriptionFilter Group and VersionAvailable Version
adjustmentCodeStringStructured adjustment reason code (for example, MATH_ERROR, UNREPORTED_INCOME, DEDUCTION_DISALLOWED).Big, 68.068.0
adjustmentReasonStringFree-text reason for this line-level change.Big, 68.068.0
amtDoubleAmount for this line item assessed by the authority.Big, 68.068.0
assessmentIdStringIdentifier of the filing assessment this line item belongs to.Big, 68.068.0
categoryStringLine item category (Income, Deduction, Credit, Tax, Adjustment, Exemption, Withholding, Estimated Payment, Penalty, Other).Big, 68.068.0
descriptionStringLine item description (for example, “W-2 wages from Tech Industries”).Big, 68.068.0
formTypeStringForm or schedule this line appears on (e.g., Form 1040, Schedule A, Form 1099-INT).Big, 68.068.0
idStringUnique identifier for this line-level assessment record.Big, 68.068.0
lineItemIdStringIdentifier of the original filed line item being reassessed; null if the authority added a line not on the original return.Big, 68.068.0
lineReferenceStringForm-line reference for audit purposes (for example, 1040_Line_1a, Schedule_A_Line_8a).Big, 68.068.0
parentLineItemIdStringIdentifier of the parent line item in a rollup hierarchy; null for top-level line items.Big, 68.068.0
subCategoryStringSecond-level classification specific to the filing’s jurisdiction (for example, Employment, Interest, Section 80C).Big, 68.068.0

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