Tax Documents
Tax5498Esa
FDX / Data Structures / Tax5498Esa
Form 5498-ESA, Coverdell ESA Contribution Information
Extends and inherits all fields from Tax
Tax5498Esa Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | issuerNameAddress | NameAddressPhone | Issuer's name, address, and phone |
| 2 | issuerTin | string | TRUSTEE'S/ISSUER'S TIN |
| 3 | beneficiaryTin | string | BENEFICIARY'S TIN |
| 4 | beneficiaryNameAddress | NameAddress | Beneficiary's name and address |
| 5 | accountNumber | string | Account number |
| 6 | coverdellEsaContributions | number (double) | Box 1, Coverdell ESA contributions |
| 7 | rolloverContributions | number (double) | Box 2, Rollover contributions |
Tax5498Esa Usage:
- TaxData tax5498Esa
FDX Data Structure as JSON
{
"tax5498Esa" : {
"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",
"beneficiaryTin" : "string",
"beneficiaryNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"accountNumber" : "string",
"coverdellEsaContributions" : 0.0,
"rolloverContributions" : 0.0
}
}
Example Form PDF
Example Form JSON
{
"tax5498Esa" : {
"taxYear" : 2021,
"taxFormDate" : "2022-03-30",
"additionalInformation" : "FDX v5.0",
"taxFormType" : "Tax5498Esa",
"issuerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"name1" : "Tax Form Issuer, Inc"
},
"issuerTin" : "12-3456789",
"beneficiaryTin" : "XXX-XX-1234",
"beneficiaryNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"accountNumber" : "123-1234567",
"coverdellEsaContributions" : 1000.0,
"rolloverContributions" : 2000.0
}
}
Example Form JSON for QR Code Purposes
Example Form PDF with QR Code
Example Data As Flattened Map (Key, Value Pairs)
{
"taxYear": "2021",
"taxFormDate": "2022-03-30",
"additionalInformation": "FDX v5.0",
"taxFormType": "Tax5498Esa",
"issuerNameAddress.line1": "12021 Sunset Valley Dr",
"issuerNameAddress.city": "Preston",
"issuerNameAddress.state": "VA",
"issuerNameAddress.postalCode": "20191",
"issuerNameAddress.name1": "Tax Form Issuer, Inc",
"issuerTin": "12-3456789",
"beneficiaryTin": "XXX-XX-1234",
"beneficiaryNameAddress.line1": "1 Main St",
"beneficiaryNameAddress.city": "Melrose",
"beneficiaryNameAddress.state": "NY",
"beneficiaryNameAddress.postalCode": "12121",
"beneficiaryNameAddress.name1": "Kris Q. Public",
"accountNumber": "123-1234567",
"coverdellEsaContributions": "1000.0",
"rolloverContributions": "2000.0"
}
Issuer Instructions
