Tax Documents
Tax5227K1
FDX / Data Structures / Tax5227K1
Form 5227-K1, Split-Interest Trust Beneficiary's schedule K-1, uses Tax1041K1 entity
Extends and inherits all fields from Tax1041K1
FDX / Data Structures / Tax1041K1
Form 1041 K-1, Beneficiary's Share of Income, Deductions, Credits, etc.
Extends and inherits all fields from Tax
Tax1041K1 Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | finalK1 | boolean | Final K-1 |
| 2 | amendedK1 | boolean | Amended K-1 |
| 3 | fiscalYearBegin | DateString | Fiscal year begin date |
| 4 | fiscalYearEnd | DateString | Fiscal year end date |
| 5 | trustTin | string | Box A, Estate's or trust's employer identification number |
| 6 | trustName | string | Box B, Estate's or trust's name |
| 7 | form1041T | boolean | Box D, Check if Form 1041-T was filed |
| 8 | date1041T | DateString | Box D, and enter the date it was filed |
| 9 | final1041 | boolean | Box E, Check if this is the final Form 1041 for the estate or trust |
| 10 | beneficiaryTin | string | Box F, Beneficiary's identifying number |
| 11 | domestic | boolean | Box H, Domestic beneficiary |
| 12 | foreign | boolean | Box H, Foreign beneficiary |
| 13 | interestIncome | number (double) | Box 1, Interest income |
| 14 | ordinaryDividends | number (double) | Box 2a, Ordinary dividends |
| 15 | qualifiedDividends | number (double) | Box 2b, Qualified dividends |
| 16 | netShortTermGain | number (double) | Box 3, Net short-term capital gain |
| 17 | netLongTermGain | number (double) | Box 4a, Net long-term capital gain |
| 18 | gain28Rate | number (double) | Box 4b, 28% rate gain |
| 19 | unrecaptured1250Gain | number (double) | Box 4c, Unrecaptured section 1250 gain |
| 20 | otherPortfolioIncome | number (double) | Box 5, Other portfolio and nonbusiness income |
| 21 | ordinaryBusinessIncome | number (double) | Box 6, Ordinary business income |
| 22 | netRentalRealEstateIncome | number (double) | Box 7, Net rental real estate income |
| 23 | otherRentalIncome | number (double) | Box 8, Other rental income |
| 24 | directlyApportionedDeductions | Array of CodeAmount | Box 9, Directly apportioned deductions |
| 25 | estateTaxDeduction | number (double) | Box 10, Estate tax deduction |
| 26 | finalYearDeductions | Array of CodeAmount | Box 11, Final year deductions |
| 27 | fiduciaryNameAddress | NameAddress | Box C, Fiduciary's name and address |
| 28 | amtAdjustments | Array of CodeAmount | Box 12, Alternative minimum tax adjustment |
| 29 | beneficiaryNameAddress | NameAddress | Box G, Beneficiary's name and address |
| 30 | credits | Array of CodeAmount | Box 13, Credits and credit recapture |
| 31 | otherInfo | Array of CodeAmount | Box 14, Other information |
Tax1041K1 Usage:
- TaxData tax1041K1
Tax5227K1 Usage:
- TaxData tax5227K1
FDX Data Structure as JSON
{
"tax5227K1" : {
"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"
},
"finalK1" : true,
"amendedK1" : true,
"fiscalYearBegin" : "2020-07-01",
"fiscalYearEnd" : "2020-07-01",
"trustTin" : "string",
"trustName" : "string",
"form1041T" : true,
"date1041T" : "2020-07-01",
"final1041" : true,
"beneficiaryTin" : "string",
"domestic" : true,
"foreign" : true,
"interestIncome" : 0.0,
"ordinaryDividends" : 0.0,
"qualifiedDividends" : 0.0,
"netShortTermGain" : 0.0,
"netLongTermGain" : 0.0,
"gain28Rate" : 0.0,
"unrecaptured1250Gain" : 0.0,
"otherPortfolioIncome" : 0.0,
"ordinaryBusinessIncome" : 0.0,
"netRentalRealEstateIncome" : 0.0,
"otherRentalIncome" : 0.0,
"directlyApportionedDeductions" : [ {
"code" : "string",
"amount" : 0.0
} ],
"estateTaxDeduction" : 0.0,
"finalYearDeductions" : [ {
"code" : "string",
"amount" : 0.0
} ],
"fiduciaryNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"amtAdjustments" : [ {
"code" : "string",
"amount" : 0.0
} ],
"beneficiaryNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"credits" : [ {
"code" : "string",
"amount" : 0.0
} ],
"otherInfo" : [ {
"code" : "string",
"amount" : 0.0
} ]
}
}
Example Form PDF
Example Form JSON
{
"tax5227K1" : {
"taxYear" : 2022,
"taxFormId" : "e5d4ee73bd1-9295-480f-a426-1041-K1",
"taxFormDate" : "2021-02-01",
"taxFormType" : "Tax5227K1",
"finalK1" : true,
"fiscalYearBegin" : "2020-01-01",
"fiscalYearEnd" : "2020-12-31",
"trustTin" : "12-3456789",
"trustName" : "American People's Trust",
"form1041T" : true,
"date1041T" : "2020-05-01",
"final1041" : true,
"beneficiaryTin" : "xxx-xx-1234",
"domestic" : true,
"interestIncome" : 1013.0,
"ordinaryDividends" : 2014.0,
"qualifiedDividends" : 2015.0,
"netShortTermGain" : 3016.0,
"netLongTermGain" : 4017.0,
"gain28Rate" : 4018.0,
"unrecaptured1250Gain" : 4019.0,
"otherPortfolioIncome" : 5020.0,
"ordinaryBusinessIncome" : 6021.0,
"netRentalRealEstateIncome" : 7022.0,
"otherRentalIncome" : 8023.0,
"directlyApportionedDeductions" : [ {
"code" : "A",
"amount" : 9024.0
} ],
"estateTaxDeduction" : 10025.0,
"finalYearDeductions" : [ {
"code" : "B",
"amount" : 11026.0
}, {
"code" : "C",
"amount" : 11026.0
} ],
"fiduciaryNameAddress" : {
"line1" : "1718-1/2 Oak Blvd",
"line2" : "Suite 230",
"city" : "Austin",
"state" : "TX",
"postalCode" : "78735",
"name1" : "American People Corp."
},
"amtAdjustments" : [ {
"code" : "D",
"amount" : 12028.0
} ],
"beneficiaryNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"credits" : [ {
"code" : "E",
"amount" : 13030.0
} ],
"otherInfo" : [ {
"code" : "G",
"amount" : 14031.0
}, {
"code" : "H",
"amount" : 14031.0
} ]
}
}
Example Form JSON for QR Code Purposes
Example Data As Flattened Map (Key, Value Pairs)
{
"taxYear": "2022",
"taxFormId": "e5d4ee73bd1-9295-480f-a426-1041-K1",
"taxFormDate": "2021-02-01",
"taxFormType": "Tax5227K1",
"finalK1": "true",
"fiscalYearBegin": "2020-01-01",
"fiscalYearEnd": "2020-12-31",
"trustTin": "12-3456789",
"trustName": "American People\u0027s Trust",
"form1041T": "true",
"date1041T": "2020-05-01",
"final1041": "true",
"beneficiaryTin": "xxx-xx-1234",
"domestic": "true",
"interestIncome": "1013.0",
"ordinaryDividends": "2014.0",
"qualifiedDividends": "2015.0",
"netShortTermGain": "3016.0",
"netLongTermGain": "4017.0",
"gain28Rate": "4018.0",
"unrecaptured1250Gain": "4019.0",
"otherPortfolioIncome": "5020.0",
"ordinaryBusinessIncome": "6021.0",
"netRentalRealEstateIncome": "7022.0",
"otherRentalIncome": "8023.0",
"directlyApportionedDeductions-1.code": "A",
"directlyApportionedDeductions-1.amount": "9024.0",
"estateTaxDeduction": "10025.0",
"finalYearDeductions-1.code": "B",
"finalYearDeductions-1.amount": "11026.0",
"finalYearDeductions-2.code": "C",
"finalYearDeductions-2.amount": "11026.0",
"fiduciaryNameAddress.line1": "1718-1/2 Oak Blvd",
"fiduciaryNameAddress.line2": "Suite 230",
"fiduciaryNameAddress.city": "Austin",
"fiduciaryNameAddress.state": "TX",
"fiduciaryNameAddress.postalCode": "78735",
"fiduciaryNameAddress.name1": "American People Corp.",
"amtAdjustments-1.code": "D",
"amtAdjustments-1.amount": "12028.0",
"beneficiaryNameAddress.line1": "1 Main St",
"beneficiaryNameAddress.city": "Melrose",
"beneficiaryNameAddress.state": "NY",
"beneficiaryNameAddress.postalCode": "12121",
"beneficiaryNameAddress.name1": "Kris Q. Public",
"credits-1.code": "E",
"credits-1.amount": "13030.0",
"otherInfo-1.code": "G",
"otherInfo-1.amount": "14031.0",
"otherInfo-2.code": "H",
"otherInfo-2.amount": "14031.0"
}