Tax1098Q
FDX / Data Structures / Tax1098Q
Form 1098-Q, Qualifying Longevity Annuity Contract Information, from ISSUER (1st box) to PARTICIPANT (3rd-5th boxes as recipient)
Extends and inherits all fields from Tax
Tax1098Q Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | accountNumber | string | Account number |
| 2 | planNumber | string | Plan number |
| 3 | planName | string | Plan name |
| 4 | planSponsorId | string | Plan sponsor's EIN |
| 5 | annuityAmount | number | Box 1a, Annuity amount on start date |
| 6 | startDate | DateString | |
| 7 | canBeAccelerated | boolean | Box 2, Start date may be accelerated |
| 8 | totalPremiums | number | Box 3, Total premiums |
| 9 | fairMarketValue | number | Box 4, Fair market value of qualifying longevity annuity contract (FMV of QLAC) |
| 10 | premiums | Array of DateAmount | Box 5, Total monthly premiums paid for the contract and date of the last payment in the month |
Tax1098Q Usage:
- TaxData tax1098Q
FDX Tax Schema and Model Files
To assist developers, we have made available a copy of the FDX tax schema files (yaml) and related model files in csharp, java, python, ruby, and typescript languages at GitHub for a nominal fee. Request GitHub repository access or more information .
SDK (Java Software Development Kit)
A java SDK is available to generate Tax1098Q documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this GitHub page and contact us at info@taxdataexchange.org to license the SDK.
Introductory SDK pricing is available through November 28, 2025.
