Tax Documents

 

Tax1099Sb

 

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"
  },
  "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",
  "sellerTin" : "string",
  "sellerNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64"
  },
  "policyNumber" : "string",
  "contractInvestment" : 0.0,
  "surrenderAmount" : 0.0,
  "contactNameAddress" : {
    "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"
    }
  }
}
FDX / Data Structures / Tax1099Sb
Form 1099-SB, Seller's Investment in Life Insurance Contract
Extends and inherits all fields from Tax  
Tax1099Sb Properties
#IdTypeDescription
1issuerNameAddressNameAddressPhoneISSUER's name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
2issuerTinstringISSUER's TIN
3sellerTinstringSELLER'S TIN
4sellerNameAddressNameAddressSELLER'S name, street address (including apt. no.), city or town, state or province, country and ZIP or foreign postal code
5policyNumberstringPolicy number
6contractInvestmentnumber (double)Box 1, Investment in contract
7surrenderAmountnumber (double)Box 2, Surrender amount
8contactNameAddressNameAddressPhoneIssuer's information contact name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. (if different from ISSUER)
Tax1099Sb Usage:
Example Form JSON

Download

{
  "tax1099Sb" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax1099Sb",
    "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",
    "sellerTin" : "xxx-xx-1234",
    "sellerNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "policyNumber" : "987-65-4321",
    "contractInvestment" : 60000.0,
    "surrenderAmount" : 45000.0,
    "contactNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    }
  }
}
Example Form JSON as QR Code

Download

 

 

Example Form JSON for QR Code Purposes

Download

© Copyright 2021. All Rights Reserved.