Tax1099R
FDX / Data Structures / Tax1099R
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., from PAYER (1st-2nd boxes as issuer) to RECIPIENT (3rd-4th boxes)
Extends and inherits all fields from Tax
Tax1099R Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | allocableToIRR | number | Box 10, Amount allocable to IRR within 5 years |
| 2 | firstYearOfRoth | integer | Box 11, First year of designated Roth contributions. A four-digit year. (Like `TaxYear` definition, but lower minimum since first year of Roth IRAs was 1997) |
| 3 | recipientAccountNumber | string | Account number |
| 4 | grossDistribution | number | Box 1, Gross distribution |
| 5 | taxableAmount | number | Box 2a, Taxable amount |
| 6 | taxableAmountNotDetermined | boolean | Box 2b, Taxable amount not determined |
| 7 | totalDistribution | boolean | Box 2c, Total distribution |
| 8 | capitalGain | number | Box 3, Capital gain |
| 9 | federalTaxWithheld | number | Box 4, Federal income tax withheld |
| 10 | employeeContributions | number | Box 5, Employee contributions |
| 11 | netUnrealizedAppreciation | number | Box 6, Net unrealized appreciation |
| 12 | distributionCodes | Array of string | Box 7, Distribution codes |
| 13 | iraSepSimple | boolean | Box 7b, IRA/SEP/SIMPLE |
| 14 | otherAmount | number | Box 8, Other |
| 15 | otherPercent | number (double) | Box 8, Other percent |
| 16 | yourPercentOfTotal | number (double) | Box 9a, Your percent of total distribution |
| 17 | totalEmployeeContributions | number | Box 9b, Total employee contributions |
| 18 | foreignAccountTaxCompliance | boolean | Box 12, FATCA filing requirement |
| 19 | dateOfPayment | DateString | |
| 20 | stateAndLocal | Array of StateAndLocalTaxWithholding | Boxes 14-19, State and Local tax withholding |
Tax1099R Usage:
- TaxData tax1099R
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 Tax1099R 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.
