Tax Documents

 

Tax1099B

 

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"
  },
  "payerNameAddress" : {
    "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"
    }
  },
  "payerTin" : "string",
  "recipientTin" : "string",
  "recipientNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64"
  },
  "accountNumber" : "string",
  "stateTaxWithholding" : [ {
    "stateTaxWithheld" : 0.0,
    "state" : "string",
    "stateTaxId" : "string",
    "stateIncome" : 0.0
  } ],
  "federalTaxWithheld" : 0.0,
  "profitOnClosedContracts" : 0.0,
  "unrealizedProfitOpenContractsBegin" : 0.0,
  "unrealizedProfitOpenContractsEnd" : 0.0,
  "aggregateProfitOnContracts" : 0.0,
  "bartering" : 0.0,
  "securityDetails" : [ {
    "checkboxOnForm8949" : "string",
    "securityName" : "string",
    "numberOfShares" : 0.0,
    "saleDescription" : "string",
    "dateAcquired" : "2020-07-01",
    "variousDatesAcquired" : true,
    "dateOfSale" : "2020-07-01",
    "salesPrice" : 0.0,
    "accruedMarketDiscount" : 0.0,
    "adjustmentCodes" : [ {
      "code" : "string",
      "amount" : 0.0
    } ],
    "costBasis" : 0.0,
    "washSaleLossDisallowed" : 0.0,
    "longOrShort" : "LONG",
    "ordinary" : true,
    "collectible" : true,
    "qof" : true,
    "federalTaxWithheld" : 0.0,
    "noncoveredSecurity" : true,
    "grossOrNet" : "GROSS",
    "lossNotAllowed" : true,
    "basisReported" : true,
    "stateTaxWithholding" : [ {
      "stateTaxWithheld" : 0.0,
      "state" : "string",
      "stateTaxId" : "string",
      "stateIncome" : 0.0
    } ],
    "cusip" : "string",
    "foreignAccountTaxCompliance" : true
  } ],
  "secondTinNotice" : true
}
FDX / Data Structures / Tax1099B
Form 1099-B, Proceeds From Broker and Barter Exchange Transactions
Extends and inherits all fields from Tax  
Tax1099B Properties
#IdTypeDescription
1payerNameAddressNameAddressPhonePayer's name, address, and phone
2payerTinstringPayer's federal identification number
3recipientTinstringRecipient's identification number
4recipientNameAddressNameAddressRecipient's name and address
5accountNumberstringAccount number
6stateTaxWithholdingArray of StateTaxWithholdingBoxes 14-16, State tax withholding
7federalTaxWithheldnumber (double)Box 4, Federal income tax withheld
8profitOnClosedContractsnumber (double)Box 8, Profit or (loss) realized in current year on closed contracts
9unrealizedProfitOpenContractsBeginnumber (double)Box 9, Unrealized profit or loss on open contracts at end of last year
10unrealizedProfitOpenContractsEndnumber (double)Box 10, Unrealized profit or loss on open contracts at end of current year
11aggregateProfitOnContractsnumber (double)Box 11, Aggregate profit or (loss) on contracts
12barteringnumber (double)Box 13, Bartering
13securityDetailsArray of SecurityDetailBoxes 1-3, 5-7, 12, Security details
14secondTinNoticebooleanSecond TIN Notice
Tax1099B Usage:
Example Form JSON

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{
  "tax1099B" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax1099B",
    "payerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "name1" : "Financial Data Exchange"
    },
    "payerTin" : "12-3456789",
    "recipientTin" : "XXX-XX-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Kris Q. Public"
    },
    "accountNumber" : "123-1234567",
    "securityDetails" : [ {
      "checkboxOnForm8949" : "A",
      "securityName" : "Xerox",
      "numberOfShares" : 100.0,
      "dateAcquired" : "2019-07-01",
      "dateOfSale" : "2020-12-01",
      "salesPrice" : 1400.0,
      "costBasis" : 1500.0,
      "washSaleLossDisallowed" : 140.0,
      "longOrShort" : "LONG",
      "grossOrNet" : "NET",
      "basisReported" : true
    } ]
  }
}
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