Tax Documents
Tax5498
FDX / Data Structures / Tax5498
Form 5498, IRA Contribution Information
Extends and inherits all fields from Tax
Tax5498 Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | issuerNameAddress | NameAddressPhone | Issuer's name, address, and phone |
| 2 | issuerTin | string | TRUSTEE'S or ISSUER'S TIN |
| 3 | participantTin | string | PARTICIPANT'S TIN |
| 4 | participantNameAddress | NameAddress | Participant's name and address |
| 5 | accountNumber | string | Account number |
| 6 | iraContributions | number (double) | Box 1, IRA contributions |
| 7 | rolloverContributions | number (double) | Box 2, Rollover contributions |
| 8 | rothIraConversion | number (double) | Box 3, Roth IRA conversion amount |
| 9 | recharacterizedContributions | number (double) | Box 4, Recharacterized contributions |
| 10 | fairMarketValue | number (double) | Box 5, Fair market value of account |
| 11 | lifeInsuranceCost | number (double) | Box 6, Life insurance cost included in box 1 |
| 12 | ira | boolean | Box 7a, IRA |
| 13 | sep | boolean | Box 7b, SEP |
| 14 | simple | boolean | Box 7c, SIMPLE |
| 15 | rothIra | boolean | Box 7d, ROTHIRA |
| 16 | sepContributions | number (double) | Box 8, SEP contributions |
| 17 | simpleContributions | number (double) | Box 9, SIMPLE contributions |
| 18 | rothIraContributions | number (double) | Box 10, Roth IRA contributions |
| 19 | rmdNextYear | boolean | Box 11, If checked, required minimum distribution for next year |
| 20 | rmdDate | DateString | Box 12a, RMD date |
| 21 | rmdAmount | number (double) | Box 12b, RMD amount |
| 22 | postponedContribution | number (double) | Box 13a, Postponed contribution |
| 23 | postponedYear | integer | Box 13b, Year |
| 24 | postponedCode | string | Box 13c, Code |
| 25 | repayments | number (double) | Box 14a, Repayments |
| 26 | repayCode | string | Box 14b, Code |
| 27 | fmvSpecifiedAssets | number (double) | Box 15a, FMV of certain specified assets |
| 28 | specifiedCodes | string | Box 15b, Code(s) |
Tax5498 Usage:
- TaxData tax5498
FDX Data Structure as JSON
{
"tax5498" : {
"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",
"participantNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"accountNumber" : "string",
"iraContributions" : 0.0,
"rolloverContributions" : 0.0,
"rothIraConversion" : 0.0,
"recharacterizedContributions" : 0.0,
"fairMarketValue" : 0.0,
"lifeInsuranceCost" : 0.0,
"ira" : true,
"sep" : true,
"simple" : true,
"rothIra" : true,
"sepContributions" : 0.0,
"simpleContributions" : 0.0,
"rothIraContributions" : 0.0,
"rmdNextYear" : true,
"rmdDate" : "2020-07-01",
"rmdAmount" : 0.0,
"postponedContribution" : 0.0,
"postponedYear" : 0,
"postponedCode" : "string",
"repayments" : 0.0,
"repayCode" : "string",
"fmvSpecifiedAssets" : 0.0,
"specifiedCodes" : "string"
}
}
Example Form PDF
Example Form JSON
{
"tax5498" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax5498",
"issuerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"line2" : "Suite 230",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"country" : "US",
"name1" : "Tax Form Issuer, Inc",
"phone" : {
"number" : "8885551212"
}
},
"issuerTin" : "12-3456789",
"participantTin" : "xxx-xx-1234",
"participantNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"country" : "US",
"name1" : "Kris Q Public"
},
"accountNumber" : "12-3456789",
"iraContributions" : 1000.0,
"rolloverContributions" : 200.0,
"rothIraConversion" : 300.0,
"recharacterizedContributions" : 400.0,
"fairMarketValue" : 5000.0,
"lifeInsuranceCost" : 600.0,
"ira" : true,
"sepContributions" : 800.0,
"simpleContributions" : 900.0,
"rothIraContributions" : 1000.0,
"rmdNextYear" : true,
"rmdDate" : "2020-04-01",
"rmdAmount" : 1220.0,
"postponedContribution" : 1310.0,
"postponedYear" : 2017,
"postponedCode" : "P",
"repayments" : 141.0,
"repayCode" : "A",
"fmvSpecifiedAssets" : 151.0,
"specifiedCodes" : "B"
}
}
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": "Tax5498",
"issuerNameAddress.line1": "12021 Sunset Valley Dr",
"issuerNameAddress.line2": "Suite 230",
"issuerNameAddress.city": "Preston",
"issuerNameAddress.state": "VA",
"issuerNameAddress.postalCode": "20191",
"issuerNameAddress.country": "US",
"issuerNameAddress.name1": "Tax Form Issuer, Inc",
"issuerNameAddress.phone.number": "8885551212",
"issuerTin": "12-3456789",
"participantTin": "xxx-xx-1234",
"participantNameAddress.line1": "1 Main St",
"participantNameAddress.city": "Melrose",
"participantNameAddress.state": "NY",
"participantNameAddress.postalCode": "12121",
"participantNameAddress.country": "US",
"participantNameAddress.name1": "Kris Q Public",
"accountNumber": "12-3456789",
"iraContributions": "1000.0",
"rolloverContributions": "200.0",
"rothIraConversion": "300.0",
"recharacterizedContributions": "400.0",
"fairMarketValue": "5000.0",
"lifeInsuranceCost": "600.0",
"ira": "true",
"sepContributions": "800.0",
"simpleContributions": "900.0",
"rothIraContributions": "1000.0",
"rmdNextYear": "true",
"rmdDate": "2020-04-01",
"rmdAmount": "1220.0",
"postponedContribution": "1310.0",
"postponedYear": "2017",
"postponedCode": "P",
"repayments": "141.0",
"repayCode": "A",
"fmvSpecifiedAssets": "151.0",
"specifiedCodes": "B"
}
Issuer Instructions
