Tax Documents

 

Tax2439

 

FDX / Data Structures / Tax2439
Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
Extends and inherits all fields from Tax  
Tax2439 Properties
#IdTypeDescription
1fiscalYearBeginDateStringFiscal year begin date
2fiscalYearEndDateStringFiscal year end date
3ricOrReitNameAddressNameAddressPhoneRIC or REIT's name, address and phone
4ricOrReitTinstringIdentification number of RIC or REIT
5shareholderNameAddressNameAddressShareholder's address
6shareholderTinstringShareholder's identifying number
7undistributedLongTermCapitalGainsnumber (double)Box 1a, Total undistributed long-term capital gains
8unrecaptured1250Gainnumber (double)Box 1b, Unrecaptured section 1250 gain
9section1202Gainnumber (double)Box 1c, Section 1202 gain
10collectiblesGainnumber (double)Box 1d, Collectibles (28%) gain
11taxPaidnumber (double)Box 2, Tax paid by the RIC or REIT on the box 1a gains
Tax2439 Usage:
/img/forms/Tax2439/2022/v5.0/Tax2439.Recipient.Form.annotated.fdx.png
FDX Data Structure as JSON
{
  "tax2439" : {
    "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"
    },
    "fiscalYearBegin" : "2020-07-01",
    "fiscalYearEnd" : "2020-07-01",
    "ricOrReitNameAddress" : {
      "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"
      }
    },
    "ricOrReitTin" : "string",
    "shareholderNameAddress" : {
      "line1" : "String64",
      "line2" : "String64",
      "line3" : "String64",
      "city" : "String64",
      "state" : "String64",
      "postalCode" : "string",
      "country" : "AD",
      "name1" : "String64",
      "name2" : "String64"
    },
    "shareholderTin" : "string",
    "undistributedLongTermCapitalGains" : 0.0,
    "unrecaptured1250Gain" : 0.0,
    "section1202Gain" : 0.0,
    "collectiblesGain" : 0.0,
    "taxPaid" : 0.0
  }
}
Example Form PDF

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/img/forms/Tax2439/2022/v5.0/Tax2439.RecipCopy.png
Example Form JSON

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{
  "tax2439" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax2439",
    "ricOrReitNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "ricOrReitTin" : "12-3456789",
    "shareholderNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "shareholderTin" : "xxx-xx-1234",
    "undistributedLongTermCapitalGains" : 1100.0,
    "unrecaptured1250Gain" : 120.0,
    "section1202Gain" : 130.0,
    "collectiblesGain" : 140.0,
    "taxPaid" : 200.0
  }
}
Example Form JSON for QR Code Purposes

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Example Form PDF with QR Code

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/img/forms/Tax2439/2022/v5.0/Tax2439.RecipCopy.qr.png
Example Data As Flattened Map (Key, Value Pairs)

 

{
  "taxYear": "2022",
  "taxFormDate": "2021-03-30",
  "taxFormType": "Tax2439",
  "ricOrReitNameAddress.line1": "12021 Sunset Valley Dr",
  "ricOrReitNameAddress.line2": "Suite 230",
  "ricOrReitNameAddress.city": "Preston",
  "ricOrReitNameAddress.state": "VA",
  "ricOrReitNameAddress.postalCode": "20191",
  "ricOrReitNameAddress.country": "US",
  "ricOrReitNameAddress.name1": "Tax Form Issuer, Inc",
  "ricOrReitNameAddress.phone.number": "8885551212",
  "ricOrReitTin": "12-3456789",
  "shareholderNameAddress.line1": "1 Main St",
  "shareholderNameAddress.city": "Melrose",
  "shareholderNameAddress.state": "NY",
  "shareholderNameAddress.postalCode": "12121",
  "shareholderNameAddress.country": "US",
  "shareholderNameAddress.name1": "Kris Q Public",
  "shareholderTin": "xxx-xx-1234",
  "undistributedLongTermCapitalGains": "1100.0",
  "unrecaptured1250Gain": "120.0",
  "section1202Gain": "130.0",
  "collectiblesGain": "140.0",
  "taxPaid": "200.0"
}
Issuer Instructions

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/img/forms/Tax2439/2022/v5.0/Tax2439.IssuerInstr.png

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