Tax1098T
As a tax document issuer you collect the data elements shown below into either a flat or tree structure.
You then populate the applicable FDX object, serialize it to JSON, and
distribute the JSON in up to 4 ways.
(1) File download or (2) API
(3) Printed document with QR code
(4) PDF file with embedded JSON
FDX / Data Structures / Tax1098T
Form 1098-T, Tuition Statement, from FILER (1st-9th boxes as issuer) to STUDENT (10th-17th boxes as recipient)
Extends and inherits all fields from Tax
Tax1098T Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | studentTinCertification | boolean | By checking the box in STUDENT'S TIN, filer is making a true and accurate certification under penalty of perjury that they have complied with standards promulgated by the Secretary for obtaining such individual's TIN |
| 2 | accountNumber | string | Account number |
| 3 | halfTime | boolean | Box 8, Check if at least half-time student |
| 4 | qualifiedTuitionFees | number | Box 1, Payments received for qualified tuition and related expenses |
| 5 | adjustmentPriorYear | number | Box 4, Adjustments made for a prior year |
| 6 | scholarship | number | Box 5, Scholarships or grants |
| 7 | adjustScholarship | number | Box 6, Adjustments to scholarships or grants for a prior year |
| 8 | includeJanMar | boolean | Box 7, Check if the amount in box 1 or box 2 includes amounts for an academic period beginning January - March of next year |
| 9 | graduate | boolean | Box 9, Check if graduate student |
| 10 | insuranceRefund | number | Box 10, Insurance contract reimbursement / refund |
Tax1098T Usage:
- TaxData tax1098T
FDX Tax Schema and Model Files
A copy of the FDX tax schema files (yaml) and related model files in csharp, java, python, ruby, and typescript languages are available at this private GitHub repository:
https://github.com/iTipsDev/fdx-tax-schema-v6.6.0
We will make this repository available to developers implementing Financial Data Exchange (FDX) JSON in their applications. Just send your GitHub user email and company name to info@taxdataexchange.org to be granted access.
SDK (Java Software Development Kit)
A java SDK is available to generate Tax1098T 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.
Docker Image
A Docker image is available to generate Tax1098T documents as:
- FDX JSON
- QR PDFs and
- Intelligent Tax Documents®
See this page and contact us at info@taxdataexchange.org to license the Docker image.
