SecurityDetail

FDX / Data Structures / SecurityDetail
Security Detail, IRS Form 1099-B, Tax information for a single security transaction. If reported on Form 1099-DA, use Tax1099Da and DigitalAssetDetail instead
SecurityDetail Properties
#IdTypeDescription
1checkboxOnForm8949stringApplicable checkbox on Form 8949. Use code `A`, `B`, `D`, `E`, or `X`
2securityNamestringSecurity name
3numberOfSharesnumberNumber of shares
4saleDescriptionstringBox 1a, Description of property
5dateAcquiredstringISO 8601 full-date in format 'YYYY-MM-DD' according to [IETF RFC 3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)
6variousDatesAcquiredbooleanBox 1b, whether Form 8949 should reflect various acquisition dates
7dateOfSalestringISO 8601 full-date in format 'YYYY-MM-DD' according to [IETF RFC 3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)
8salesPricenumberBox 1d, Proceeds (not price per share)
9accruedMarketDiscountnumberBox 1f, Accrued market discount
10adjustmentCodesArray of CodeAmountOther adjustments (code and amount)
11costBasisnumberBox 1e, Cost or other basis
12correctedCostBasisnumberCorrected cost basis. May be supplied in lieu of adjustmentCode code B. If both adjustmentCodes and correctedCostBasis are supplied, costBasis plus adjustmentCode B should equal correctedCostBasis
13washSaleLossDisallowednumberBox 1g, Wash sale loss disallowed
14longOrShortSaleTermType
15ordinarybooleanBox 2, Ordinary
16collectiblebooleanBox 3, Collectibles
17qofbooleanBox 3, Qualified Opportunity Fund (QOF)
18federalTaxWithheldnumberBox 4, Federal income tax withheld
19noncoveredSecuritybooleanBox 5, Noncovered security
20grossOrNetSaleProceedsType
21lossNotAllowedbooleanBox 7, Loss not allowed based on proceeds
22basisReportedbooleanBox 12, Basis reported to IRS
23stateAndLocalArray of StateAndLocalTaxWithholdingBoxes 14-16, State and Local tax withholding
24cusipstringCUSIP number
25foreignAccountTaxCompliancebooleanForeign account tax compliance
26expiredOptionExpiredOptionType
27investmentSaleTypeInvestmentSaleType
SecurityDetail Usage:

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