Tax Documents

 

Tax1099Sa

 

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",
  "grossDistribution" : 0.0,
  "earnings" : 0.0,
  "distributionCode" : "string",
  "fairMarketValue" : 0.0,
  "hsa" : true,
  "archerAccount" : true,
  "medicalSavingsAccount" : true
}
FDX / Data Structures / Tax1099Sa
Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Extends and inherits all fields from Tax  
Tax1099Sa Properties
#IdTypeDescription
1payerNameAddressNameAddressPhonePayer's name, address, and phone
2payerTinstringPAYER'S TIN
3recipientTinstringRECIPIENT'S TIN
4recipientNameAddressNameAddressRecipient's name and address
5accountNumberstringAccount number
6grossDistributionnumber (double)Box 1, Gross distribution
7earningsnumber (double)Box 2, Earnings on excess contributions
8distributionCodestringBox 3, Distribution code
9fairMarketValuenumber (double)Box 4, FMV on date of death
10hsabooleanBox 5a, HSA
11archerAccountbooleanBox 5b, Archer MSA
12medicalSavingsAccountbooleanBox 5c, Medicare Advantage (MA) MSA
Tax1099Sa Usage:
Example Form JSON

Download

{
  "tax1099Sa" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax1099Sa",
    "payerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "payerTin" : "12-3456789",
    "recipientTin" : "xxx-xx-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "accountNumber" : "111-23456",
    "grossDistribution" : 1000.0,
    "earnings" : 200.0,
    "distributionCode" : "A",
    "fairMarketValue" : 400.0,
    "hsa" : true
  }
}
Example Form JSON as QR Code

Download

 

 

Example Form JSON for QR Code Purposes

Download

© Copyright 2021. All Rights Reserved.