Tax1099B
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 / Tax1099B
Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, from PAYER (1st-9th boxes as issuer) to RECIPIENT (10th-17th boxes). If reported on Form 1099-DA, use Tax1099Da and DigitalAssetDetail instead
Extends and inherits all fields from Tax
Tax1099B Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | accountNumber | string | Account number |
| 2 | stateAndLocal | Array of StateAndLocalTaxWithholding | Boxes 14-16, State and Local tax withholding |
| 3 | federalTaxWithheld | number | Box 4, Federal income tax withheld |
| 4 | profitOnClosedContracts | number | Box 8, Profit or (loss) realized in current year on closed contracts |
| 5 | unrealizedProfitOpenContractsBegin | number | Box 9, Unrealized profit or loss on open contracts at end of last year |
| 6 | unrealizedProfitOpenContractsEnd | number | Box 10, Unrealized profit or loss on open contracts at end of current year |
| 7 | aggregateProfitOnContracts | number | Box 11, Aggregate profit or (loss) on contracts |
| 8 | bartering | number | Box 13, Bartering |
| 9 | securityDetails | Array of SecurityDetail | Boxes 1-3, 5-7, 12, Security details |
| 10 | secondTinNotice | boolean | Second TIN Notice |
Tax1099B Usage:
- TaxData tax1099B
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 Tax1099B 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 Tax1099B 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.
