Tax Documents
Tax1098T
FDX / Data Structures / Tax1098T
Form 1098-T, Tuition Statement
Extends and inherits all fields from Tax
Tax1098T Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | filerNameAddress | NameAddressPhone | Filer's name, address, and phone |
| 2 | filerTin | string | Filer's federal identification number |
| 3 | studentTin | string | Student's social security number |
| 4 | studentTinCertification | boolean | By checking the box in STUDENT'S TIN, filer is making a true and accurate certification under penalty of perjury that they have complied with standards promulgated by the Secretary for obtaining such individual's TIN |
| 5 | studentNameAddress | NameAddress | Student's name and address |
| 6 | accountNumber | string | Account number |
| 7 | halfTime | boolean | Box 8, Check if at least half-time student |
| 8 | qualifiedTuitionFees | number (double) | Box 1, Payments received for qualified tuition and related expenses |
| 9 | adjustmentPriorYear | number (double) | Box 4, Adjustments made for a prior year |
| 10 | scholarship | number (double) | Box 5, Scholarships or grants |
| 11 | adjustScholarship | number (double) | Box 6, Adjustments to scholarships or grants for a prior year |
| 12 | includeJanMar | boolean | Box 7, Check if the amount in box 1 or box 2 includes amounts for an academic period beginning January - March of next year |
| 13 | graduate | boolean | Box 9, Check if graduate student |
| 14 | insuranceRefund | number (double) | Box 10, Insurance contract reimbursement / refund |
Tax1098T Usage:
- TaxData tax1098T
FDX Data Structure as JSON
{
"tax1098T" : {
"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"
},
"filerNameAddress" : {
"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"
}
},
"filerTin" : "string",
"studentTin" : "string",
"studentTinCertification" : true,
"studentNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"accountNumber" : "string",
"halfTime" : true,
"qualifiedTuitionFees" : 0.0,
"adjustmentPriorYear" : 0.0,
"scholarship" : 0.0,
"adjustScholarship" : 0.0,
"includeJanMar" : true,
"graduate" : true,
"insuranceRefund" : 0.0
}
}
Example Form PDF
Example Form JSON
{
"tax1098T" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1098T",
"filerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"name1" : "Tax Form Issuer, Inc"
},
"filerTin" : "12-3456789",
"studentTin" : "XXX-XX-1234",
"studentNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"accountNumber" : "123-1234567",
"halfTime" : true,
"qualifiedTuitionFees" : 14000.0,
"adjustmentPriorYear" : 2000.0,
"scholarship" : 3000.0,
"adjustScholarship" : 400.0,
"includeJanMar" : true,
"graduate" : true,
"insuranceRefund" : 50.0
}
}
Example Form JSON for QR Code Purposes
Example Form PDF with QR Code
Example Data As Flattened Map (Key, Value Pairs)
{
"taxYear": "2022",
"taxFormDate": "2021-03-30",
"taxFormType": "Tax1098T",
"filerNameAddress.line1": "12021 Sunset Valley Dr",
"filerNameAddress.city": "Preston",
"filerNameAddress.state": "VA",
"filerNameAddress.postalCode": "20191",
"filerNameAddress.name1": "Tax Form Issuer, Inc",
"filerTin": "12-3456789",
"studentTin": "XXX-XX-1234",
"studentNameAddress.line1": "1 Main St",
"studentNameAddress.city": "Melrose",
"studentNameAddress.state": "NY",
"studentNameAddress.postalCode": "12121",
"studentNameAddress.name1": "Kris Q. Public",
"accountNumber": "123-1234567",
"halfTime": "true",
"qualifiedTuitionFees": "14000.0",
"adjustmentPriorYear": "2000.0",
"scholarship": "3000.0",
"adjustScholarship": "400.0",
"includeJanMar": "true",
"graduate": "true",
"insuranceRefund": "50.0"
}
Issuer Instructions
