Tax Documents
Tax1099R
FDX / Data Structures / Tax1099R
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Extends and inherits all fields from Tax
Tax1099R Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | payerNameAddress | NameAddressPhone | Payer's name, address, and phone |
| 2 | payerTin | string | PAYER'S TIN |
| 3 | recipientTin | string | RECIPIENT'S TIN |
| 4 | recipientNameAddress | NameAddress | Recipient's name and address |
| 5 | allocableToIRR | number (double) | Box 10, Amount allocable to IRR within 5 years |
| 6 | firstYearOfRoth | integer | Box 11, First year of designated Roth |
| 7 | foreignAccountTaxCompliance | boolean | FATCA filing requirement |
| 8 | recipientAccountNumber | string | Account number |
| 9 | dateOfPayment | DateString | Date of payment |
| 10 | grossDistribution | number (double) | Box 1, Gross distribution |
| 11 | taxableAmount | number (double) | Box 2a, Taxable amount |
| 12 | taxableAmountNotDetermined | boolean | Box 2b, Taxable amount not determined |
| 13 | totalDistribution | boolean | Box 2c, Total distribution |
| 14 | capitalGain | number (double) | Box 3, Capital gain |
| 15 | federalTaxWithheld | number (double) | Box 4, Federal income tax withheld |
| 16 | employeeContributions | number (double) | Box 5, Employee contributions |
| 17 | netUnrealizedAppreciation | number (double) | Box 6, Net unrealized appreciation |
| 18 | distributionCodes | Array of string | Box 7, Distribution codes |
| 19 | iraSepSimple | boolean | Box 7b, IRA/SEP/SIMPLE |
| 20 | otherAmount | number (double) | Box 8, Other |
| 21 | otherPercent | number (double) | Box 8, Other percent |
| 22 | yourPercentOfTotal | number (double) | Box 9a, Your percent of total distribution |
| 23 | totalEmployeeContributions | number (double) | Box 9b, Total employee contributions |
| 24 | stateTaxWithholding | Array of StateTaxWithholding | Boxes 12-14, State tax withholding |
| 25 | localTaxWithholding | Array of LocalTaxWithholding | Boxes 15-17, Local tax withholding |
Tax1099R Usage:
- TaxData tax1099R
FDX Data Structure as JSON
{
"tax1099R" : {
"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"
},
"allocableToIRR" : 0.0,
"firstYearOfRoth" : 0,
"foreignAccountTaxCompliance" : true,
"recipientAccountNumber" : "string",
"dateOfPayment" : "2020-07-01",
"grossDistribution" : 0.0,
"taxableAmount" : 0.0,
"taxableAmountNotDetermined" : true,
"totalDistribution" : true,
"capitalGain" : 0.0,
"federalTaxWithheld" : 0.0,
"employeeContributions" : 0.0,
"netUnrealizedAppreciation" : 0.0,
"distributionCodes" : [ "A" ],
"iraSepSimple" : true,
"otherAmount" : 0.0,
"otherPercent" : 0.0,
"yourPercentOfTotal" : 0.0,
"totalEmployeeContributions" : 0.0,
"stateTaxWithholding" : [ {
"stateTaxWithheld" : 0.0,
"state" : "string",
"stateTaxId" : "string",
"stateIncome" : 0.0
} ],
"localTaxWithholding" : [ {
"localTaxWithheld" : 0.0,
"localityName" : "string",
"state" : "string",
"localIncome" : 0.0
} ]
}
}
Example Form PDF
Example Form JSON
{
"tax1099R" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1099R",
"payerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"line2" : "Suite 230",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"country" : "US",
"name1" : "Tax Form Issuer, Inc",
"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"
},
"allocableToIRR" : 1000.0,
"firstYearOfRoth" : 2012,
"recipientAccountNumber" : "111-23456",
"dateOfPayment" : "2020-04-01",
"grossDistribution" : 100000.0,
"taxableAmount" : 21000.0,
"totalDistribution" : true,
"capitalGain" : 3000.0,
"federalTaxWithheld" : 4000.0,
"employeeContributions" : 5000.0,
"netUnrealizedAppreciation" : 6000.0,
"distributionCodes" : [ "A" ],
"iraSepSimple" : true,
"totalEmployeeContributions" : 9200.0,
"stateTaxWithholding" : [ {
"stateTaxWithheld" : 1400.0,
"state" : "NY",
"stateTaxId" : "State Id",
"stateIncome" : 16000.0
} ]
}
}
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": "Tax1099R",
"payerNameAddress.line1": "12021 Sunset Valley Dr",
"payerNameAddress.line2": "Suite 230",
"payerNameAddress.city": "Preston",
"payerNameAddress.state": "VA",
"payerNameAddress.postalCode": "20191",
"payerNameAddress.country": "US",
"payerNameAddress.name1": "Tax Form Issuer, Inc",
"payerNameAddress.phone.number": "8885551212",
"payerTin": "12-3456789",
"recipientTin": "xxx-xx-1234",
"recipientNameAddress.line1": "1 Main St",
"recipientNameAddress.city": "Melrose",
"recipientNameAddress.state": "NY",
"recipientNameAddress.postalCode": "12121",
"recipientNameAddress.country": "US",
"recipientNameAddress.name1": "Kris Q Public",
"allocableToIRR": "1000.0",
"firstYearOfRoth": "2012",
"recipientAccountNumber": "111-23456",
"dateOfPayment": "2020-04-01",
"grossDistribution": "100000.0",
"taxableAmount": "21000.0",
"totalDistribution": "true",
"capitalGain": "3000.0",
"federalTaxWithheld": "4000.0",
"employeeContributions": "5000.0",
"netUnrealizedAppreciation": "6000.0",
"distributionCodes-1": "A",
"iraSepSimple": "true",
"totalEmployeeContributions": "9200.0",
"stateTaxWithholding-1.stateTaxWithheld": "1400.0",
"stateTaxWithholding-1.state": "NY",
"stateTaxWithholding-1.stateTaxId": "State Id",
"stateTaxWithholding-1.stateIncome": "16000.0"
}
Issuer Instructions
