Tax Documents

 

Tax5498Qa

 

FDX / Data Structures / Tax5498Qa
Form 5498-QA, ABLE Account Contribution Information
Extends and inherits all fields from Tax  
Tax5498Qa Properties
#IdTypeDescription
1issuerNameAddressNameAddressISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code
2issuerTinstringISSUER'S TIN
3beneficiaryTinstringBENEFICIARY'S TIN
4beneficiaryNameAddressNameAddressBENEFICIARY'S name and address
5accountNumberstringAccount number
6ableContributionsnumber (double)Box 1, ABLE contributions
7rolloversnumber (double)Box 2, ABLE to ABLE Rollovers
8cumulativeContributionsnumber (double)Box 3, Cumulative contributions
9fairMarketValuenumber (double)Box 4, Fair market value
10openedInTaxYearbooleanBox 5, Check if account opened in current tax year
11basisOfDisabilityCodestringBox 6, Basis of eligibility
12typeOfDisabilityCodestringBox 7, Code
Tax5498Qa Usage:
/img/forms/Tax5498Qa/2022/v5.0/Tax5498Qa.Recipient.Form.annotated.fdx.png
FDX Data Structure as JSON
{
  "tax5498Qa" : {
    "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"
    },
    "issuerTin" : "string",
    "beneficiaryTin" : "string",
    "beneficiaryNameAddress" : {
      "line1" : "String64",
      "line2" : "String64",
      "line3" : "String64",
      "city" : "String64",
      "state" : "String64",
      "postalCode" : "string",
      "country" : "AD",
      "name1" : "String64",
      "name2" : "String64"
    },
    "accountNumber" : "string",
    "ableContributions" : 0.0,
    "rollovers" : 0.0,
    "cumulativeContributions" : 0.0,
    "fairMarketValue" : 0.0,
    "openedInTaxYear" : true,
    "basisOfDisabilityCode" : "string",
    "typeOfDisabilityCode" : "string"
  }
}
Example Form PDF

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/img/forms/Tax5498Qa/2022/v5.0/Tax5498Qa.RecipCopy.png
Example Form JSON

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{
  "tax5498Qa" : {
    "taxYear" : 2022,
    "taxFormDate" : "2020-12-31",
    "taxFormType" : "Tax5498Qa",
    "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",
    "ableContributions" : 2000.0,
    "rollovers" : 200.0,
    "cumulativeContributions" : 3500.0,
    "fairMarketValue" : 8000.0,
    "openedInTaxYear" : false,
    "basisOfDisabilityCode" : "C",
    "typeOfDisabilityCode" : "6"
  }
}
Example Form JSON for QR Code Purposes

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Example Form PDF with QR Code

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/img/forms/Tax5498Qa/2022/v5.0/Tax5498Qa.RecipCopy.qr.png
Example Data As Flattened Map (Key, Value Pairs)

 

{
  "taxYear": "2022",
  "taxFormDate": "2020-12-31",
  "taxFormType": "Tax5498Qa",
  "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",
  "ableContributions": "2000.0",
  "rollovers": "200.0",
  "cumulativeContributions": "3500.0",
  "fairMarketValue": "8000.0",
  "openedInTaxYear": "false",
  "basisOfDisabilityCode": "C",
  "typeOfDisabilityCode": "6"
}
Issuer Instructions

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/img/forms/Tax5498Qa/2022/v5.0/Tax5498Qa.IssuerInstr.png
https://storage.cloud.google.com/taxdochub-forms-png/2021/i1099qa.1.png
https://storage.cloud.google.com/taxdochub-forms-png/2021/i1099qa.2.png
https://storage.cloud.google.com/taxdochub-forms-png/2021/i1099qa.3.png
https://storage.cloud.google.com/taxdochub-forms-png/2021/i1099qa.4.png

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