Tax1099R
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 / Tax1099R
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., from PAYER (1st-9th boxes as issuer) to RECIPIENT (10th-17th boxes)
Extends and inherits all fields from Tax
Tax1099R Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | recipientAccountNumber | string | Account number |
| 2 | grossDistribution | number | Box 1, Gross distribution |
| 3 | taxableAmount | number | Box 2a, Taxable amount |
| 4 | taxableAmountNotDetermined | boolean | Box 2b, Taxable amount not determined |
| 5 | totalDistribution | boolean | Box 2b, Total distribution |
| 6 | capitalGain | number | Box 3, Capital gain (included in box 2a) |
| 7 | federalTaxWithheld | number | Box 4, Federal income tax withheld |
| 8 | employeeContributions | number | Box 5, Employee contributions / designated Roth contribution or insurance premiums |
| 9 | netUnrealizedAppreciation | number | Box 6, Net unrealized appreciation (NUA) in employer's securities |
| 10 | distributionCodes | Array of string | Box 7a, Distribution codes |
| 11 | iraSepSimple | boolean | Box 7b, IRA/SEP/SIMPLE |
| 12 | trumpAccount | boolean | Box 7c, Trump account |
| 13 | earnings | number | Box 7d, Earnings on excess contributions |
| 14 | otherAmount | number | Box 8a, Other |
| 15 | otherPercent | number (double) | Box 8b, Percentage of annuity contract |
| 16 | yourPercentOfTotal | number (double) | Box 9a, Your percent of total distribution |
| 17 | totalEmployeeContributions | number | Box 9b, Total employee contributions |
| 18 | allocableToIRR | number | Box 10, Amount allocable to IRR within 5 years |
| 19 | 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) |
| 20 | foreignAccountTaxCompliance | boolean | Box 12, FATCA filing requirement |
| 21 | dateOfPayment | DateString | |
| 22 | stateAndLocal | Array of StateAndLocalTaxWithholding | Boxes 14-19, State and Local tax withholding |
Tax1099R Usage:
- TaxData tax1099R
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 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.
Docker Image
A Docker image is available to generate Tax1099R 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.
