Tax Documents

 

Tax5498

 

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",
  "participantTin" : "string",
  "participantNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64"
  },
  "accountNumber" : "string",
  "iraContributions" : 0.0,
  "rolloverContributions" : 0.0,
  "rothIraConversion" : 0.0,
  "recharacterizedContributions" : 0.0,
  "fairMarketValue" : 0.0,
  "lifeInsuranceCost" : 0.0,
  "ira" : true,
  "sep" : true,
  "simple" : true,
  "rothIra" : true,
  "sepContributions" : 0.0,
  "simpleContributions" : 0.0,
  "rothIraContributions" : 0.0,
  "rmdNextYear" : true,
  "rmdDate" : "2020-07-01",
  "rmdAmount" : 0.0,
  "postponedContribution" : 0.0,
  "postponedYear" : 0,
  "postponedCode" : "string",
  "repayments" : 0.0,
  "repayCode" : "string",
  "fmvSpecifiedAssets" : 0.0,
  "specifiedCodes" : "string"
}
FDX / Data Structures / Tax5498
Form 5498, IRA Contribution Information
Extends and inherits all fields from Tax  
Tax5498 Properties
#IdTypeDescription
1issuerNameAddressNameAddressPhoneIssuer's name, address, and phone
2issuerTinstringTRUSTEE'S or ISSUER'S TIN
3participantTinstringPARTICIPANT'S TIN
4participantNameAddressNameAddressParticipant's name and address
5accountNumberstringAccount number
6iraContributionsnumber (double)Box 1, IRA contributions
7rolloverContributionsnumber (double)Box 2, Rollover contributions
8rothIraConversionnumber (double)Box 3, Roth IRA conversion amount
9recharacterizedContributionsnumber (double)Box 4, Recharacterized contributions
10fairMarketValuenumber (double)Box 5, Fair market value of account
11lifeInsuranceCostnumber (double)Box 6, Life insurance cost included in box 1
12irabooleanBox 7a, IRA
13sepbooleanBox 7b, SEP
14simplebooleanBox 7c, SIMPLE
15rothIrabooleanBox 7d, ROTHIRA
16sepContributionsnumber (double)Box 8, SEP contributions
17simpleContributionsnumber (double)Box 9, SIMPLE contributions
18rothIraContributionsnumber (double)Box 10, Roth IRA contributions
19rmdNextYearbooleanBox 11, If checked, required minimum distribution for next year
20rmdDateDateStringBox 12a, RMD date
21rmdAmountnumber (double)Box 12b, RMD amount
22postponedContributionnumber (double)Box 13a, Postponed contribution
23postponedYearintegerBox 13b, Year
24postponedCodestringBox 13c, Code
25repaymentsnumber (double)Box 14a, Repayments
26repayCodestringBox 14b, Code
27fmvSpecifiedAssetsnumber (double)Box 15a, FMV of certain specified assets
28specifiedCodesstringBox 15b, Code(s)
Tax5498 Usage:
Example Form JSON

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{
  "tax5498" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax5498",
    "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" : "12-3456789",
    "iraContributions" : 1000.0,
    "rolloverContributions" : 200.0,
    "rothIraConversion" : 300.0,
    "recharacterizedContributions" : 400.0,
    "fairMarketValue" : 5000.0,
    "lifeInsuranceCost" : 600.0,
    "ira" : true,
    "sepContributions" : 800.0,
    "simpleContributions" : 900.0,
    "rothIraContributions" : 1000.0,
    "rmdNextYear" : true,
    "rmdDate" : "2020-04-01",
    "rmdAmount" : 1220.0,
    "postponedContribution" : 1310.0,
    "postponedYear" : 2017,
    "postponedCode" : "P",
    "repayments" : 141.0,
    "repayCode" : "A",
    "fmvSpecifiedAssets" : 151.0,
    "specifiedCodes" : "B"
  }
}
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