Tax Documents

 

Tax1098Q

 

FDX Data Structure as JSON
{
  "tax1098Q" : {
    "taxYear" : 0,
    "corrected" : true,
    "accountId" : "",
    "taxFormId" : "",
    "taxFormDate" : "2020-07-01",
    "description" : "string",
    "additionalInformation" : "string",
    "taxFormType" : "BusinessIncomeStatement",
    "attributes" : [ {
      "name" : "string",
      "value" : "string",
      "boxNumber" : "string",
      "code" : "string"
    } ],
    "error" : {
      "code" : "string",
      "message" : "string"
    },
    "issuerNameAddress" : {
      "line1" : "String64",
      "line2" : "String64",
      "line3" : "String64",
      "city" : "String64",
      "state" : "String64",
      "postalCode" : "string",
      "country" : "AD",
      "name1" : "String64",
      "name2" : "String64",
      "phone" : {
        "type" : "HOME",
        "country" : "string",
        "number" : "string",
        "extension" : "string"
      }
    },
    "issuerTin" : "string",
    "participantTin" : "string",
    "participantNameAddress" : {
      "line1" : "String64",
      "line2" : "String64",
      "line3" : "String64",
      "city" : "String64",
      "state" : "String64",
      "postalCode" : "string",
      "country" : "AD",
      "name1" : "String64",
      "name2" : "String64"
    },
    "accountNumber" : "string",
    "planNumber" : "string",
    "planName" : "string",
    "planSponsorId" : "string",
    "annuityAmount" : 0.0,
    "startDate" : "2020-07-01",
    "canBeAccelerated" : true,
    "totalPremiums" : 0.0,
    "fairMarketValue" : 0.0,
    "premiums" : [ {
      "date" : "2020-07-01",
      "description" : "string",
      "amount" : 0.0
    } ]
  }
}
FDX / Data Structures / Tax1098Q
Form 1098-Q, Qualifying Longevity Annuity Contract Information
Extends and inherits all fields from Tax  
Tax1098Q Properties
#IdTypeDescription
1issuerNameAddressNameAddressPhoneISSUER's name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number
2issuerTinstringISSUER's TIN
3participantTinstringPARTICIPANT'S TIN
4participantNameAddressNameAddressPARTICIPANT'S name, street address (including apt. no.), city or town, state or province, country and ZIP or foreign postal code
5accountNumberstringAccount number
6planNumberstringPlan number
7planNamestringPlan name
8planSponsorIdstringPlan sponsor's EIN
9annuityAmountnumber (double)Box 1a, Annuity amount on start date
10startDateDateStringBox 1b, Annuity start date
11canBeAcceleratedbooleanBox 2, Start date may be accelerated
12totalPremiumsnumber (double)Box 3, Total premiums
13fairMarketValuenumber (double)Box 4, Fair market value of qualifying longevity annuity contract (FMV of QLAC)
14premiumsArray of DateAmountBox 5, Total monthly premiums paid for the contract and date of the last payment in the month
Tax1098Q Usage:
Example Form JSON
{
  "tax1098Q" : {
    "taxYear" : 2020,
    "taxFormType" : "Tax1098Q",
    "issuerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "issuerTin" : "12-3456789",
    "participantTin" : "xxx-xx-1234",
    "participantNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "accountNumber" : "111-55555555",
    "planNumber" : "760-4517",
    "planName" : "AAA QLAC Plans 4",
    "planSponsorId" : "44-12345467",
    "annuityAmount" : 8000.0,
    "startDate" : "2020-07-01",
    "canBeAccelerated" : true,
    "totalPremiums" : 35000.0,
    "fairMarketValue" : 48000.0,
    "premiums" : [ {
      "date" : "2020-01-10",
      "amount" : 400.0
    }, {
      "date" : "2020-02-10",
      "amount" : 400.0
    }, {
      "date" : "2020-03-10",
      "amount" : 400.0
    }, {
      "date" : "2020-04-10",
      "amount" : 400.0
    }, {
      "date" : "2020-05-10",
      "amount" : 400.0
    }, {
      "date" : "2020-06-10",
      "amount" : 400.0
    }, {
      "date" : "2020-07-10",
      "amount" : 400.0
    }, {
      "date" : "2020-08-10",
      "amount" : 400.0
    }, {
      "date" : "2020-09-10",
      "amount" : 400.0
    }, {
      "date" : "2020-10-10",
      "amount" : 400.0
    }, {
      "date" : "2020-11-10",
      "amount" : 400.0
    }, {
      "date" : "2020-12-10",
      "amount" : 400.0
    } ]
  }
}
Example Form JSON as QR Code

 

 

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