Tax Documents

 

Tax5498Esa

 

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",
  "beneficiaryTin" : "string",
  "beneficiaryNameAddress" : {
    "line1" : "String64",
    "line2" : "String64",
    "line3" : "String64",
    "city" : "String64",
    "state" : "String64",
    "postalCode" : "string",
    "country" : "AD",
    "name1" : "String64",
    "name2" : "String64"
  },
  "accountNumber" : "string",
  "coverdellEsaContributions" : 0.0,
  "rolloverContributions" : 0.0
}
FDX / Data Structures / Tax5498Esa
Form 5498-ESA, Coverdell ESA Contribution Information
Extends and inherits all fields from Tax  
Tax5498Esa Properties
#IdTypeDescription
1issuerNameAddressNameAddressPhoneIssuer's name, address, and phone
2issuerTinstringTRUSTEE'S/ISSUER'S TIN
3participantTinstringBENEFICIARY'S TIN (deprecated for rename to beneficiaryTin, removing in FDX v5.0)
4beneficiaryTinstringBENEFICIARY'S TIN
5beneficiaryNameAddressNameAddressBeneficiary's name and address
6accountNumberstringAccount number
7coverdellEsaContributionsnumber (double)Box 1, Coverdell ESA contributions
8rolloverContributionsnumber (double)Box 2, Rollover contributions
Tax5498Esa Usage:
Example Form JSON

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{
  "tax5498Esa" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax5498Esa",
    "issuerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "name1" : "Financial Data Exchange"
    },
    "issuerTin" : "12-3456789",
    "participantTin" : "XXX-XX-1234",
    "beneficiaryNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Kris Q. Public"
    },
    "accountNumber" : "123-1234567",
    "coverdellEsaContributions" : 1000.0,
    "rolloverContributions" : 2000.0
  }
}
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