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
#IdTypeDescription
1allocableToIRRnumberBox 10, Amount allocable to IRR within 5 years
2firstYearOfRothintegerBox 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)
3recipientAccountNumberstringAccount number
4grossDistributionnumberBox 1, Gross distribution
5taxableAmountnumberBox 2a, Taxable amount
6taxableAmountNotDeterminedbooleanBox 2b, Taxable amount not determined
7totalDistributionbooleanBox 2c, Total distribution
8capitalGainnumberBox 3, Capital gain
9federalTaxWithheldnumberBox 4, Federal income tax withheld
10employeeContributionsnumberBox 5, Employee contributions
11netUnrealizedAppreciationnumberBox 6, Net unrealized appreciation
12distributionCodesArray of stringBox 7, Distribution codes
13iraSepSimplebooleanBox 7b, IRA/SEP/SIMPLE
14otherAmountnumberBox 8, Other
15otherPercentnumber (double)Box 8, Other percent
16yourPercentOfTotalnumber (double)Box 9a, Your percent of total distribution
17totalEmployeeContributionsnumberBox 9b, Total employee contributions
18foreignAccountTaxCompliancebooleanBox 12, FATCA filing requirement
19dateOfPaymentDateString
20stateAndLocalArray of StateAndLocalTaxWithholdingBoxes 14-19, State and Local tax withholding
Tax1099R Usage:

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