Tax Documents

 

Tax1098

 

FDX Data Structure as JSON
{
  "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"
  },
  "lenderNameAddress" : {
    "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"
    }
  },
  "lenderTin" : "string",
  "borrowerTin" : "string",
  "borrowerNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64"
  },
  "mortgagedProperties" : 0,
  "otherInformation" : "string",
  "accountNumber" : "string",
  "mortgageInterest" : 0.0,
  "outstandingPrincipal" : 0.0,
  "originationDate" : "2020-07-01",
  "overpaidRefund" : 0.0,
  "mortgageInsurance" : 0.0,
  "pointsPaid" : 0.0,
  "isPropertyAddressSameAsBorrowerAddress" : true,
  "acquisitionDate" : "2020-07-01",
  "propertyAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD"
  },
  "propertyTax" : 0.0,
  "propertyDescription" : "string"
}
FDX / Data Structures / Tax1098
Form 1098, Mortgage Interest Statement
Extends and inherits all fields from Tax  
Tax1098 Properties
#IdTypeDescription
1lenderNameAddressNameAddressPhoneLender's name, address and phone
2lenderTinstringRECIPIENT'S/LENDER'S TIN
3borrowerTinstringPAYER'S/BORROWER'S TIN
4borrowerNameAddressNameAddressBorrower's name and address
5mortgagedPropertiesintegerBox 9, Number of properties securing the mortgage
6otherInformationstringBox 10, Other (property tax)
7accountNumberstringAccount number
8mortgageInterestnumber (double)Box 1, Mortgage interest received from borrower
9outstandingPrincipalnumber (double)Box 2, Outstanding mortgage principal
10originationDateDateStringBox 3, Mortgage origination date
11overpaidRefundnumber (double)Box 4, Refund of overpaid interest
12mortgageInsurancenumber (double)Box 5, Mortgage insurance premiums
13pointsPaidnumber (double)Box 6, Points paid on purchase of principal residence
14isPropertyAddressSameAsBorrowerAddressbooleanBox 7, Is address of property securing mortgage same as PAYER'S/BORROWER'S address
15acquisitionDateDateStringBox 11, Mortgage acquisition date
16propertyAddressAddressBox 8, Address of property securing mortgage
17propertyTaxnumber (double)Box 10, Property tax
18propertyDescriptionstringBox 8, Description of property securing mortgage, if property securing mortgage has no address
Tax1098 Usage:
Example Form JSON

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{
  "tax1098" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax1098",
    "lenderNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "lenderTin" : "12-3456789",
    "borrowerTin" : "xxx-xx-1234",
    "borrowerNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "mortgagedProperties" : 9,
    "otherInformation" : "10. Property tax: $10,017.00",
    "accountNumber" : "111-23456",
    "mortgageInterest" : 1008.0,
    "outstandingPrincipal" : 200900.0,
    "originationDate" : "2020-03-10",
    "overpaidRefund" : 4011.0,
    "mortgageInsurance" : 5012.0,
    "pointsPaid" : 6013.0,
    "isPropertyAddressSameAsBorrowerAddress" : true,
    "acquisitionDate" : "2020-11-15",
    "propertyTax" : 10017.0
  }
}
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