Tax1041K1_V100
OFX / Types / Tax1041K1_V100
| # | Tag | Type |
|---|---|---|
| 1 | SRVRTID | ServerIdType |
| 2 | TAXYEAR | YearType |
| 3 | VOID | BooleanType |
| 4 | CORRECTED | BooleanType |
| 5 | FINALK1 | BooleanType |
| 6 | AMENDEDK1 | BooleanType |
| 7 | ESTATETRUSTNAME | GenericNameType |
| 8 | ESTATETRUSTEIN | GenericNameType |
| 9 | FIDUCIARYINFO | anonymous complex type |
| 10 | WASFILEDFORM1041T | BooleanType |
| 11 | DATEFILEDFORM1041T | DateTimeType |
| 12 | ISFINAL1041T | BooleanType |
| 13 | BENEFICIARYID | GenericNameType |
| 14 | BENEFICIARYINFO | anonymous complex type |
| 15 | DOMESTICBENEFICIARY | BooleanType |
| 16 | FOREIGNBENEFICIARY | BooleanType |
| 17 | INTERESTINCOME | AmountType |
| 18 | ORDINARYDIVIDEND | AmountType |
| 19 | QUALIFIEDDIVIDEND | AmountType |
| 20 | NETSTCAPITALGAIN | AmountType |
| 21 | NETLTCAPITALGAIN | AmountType |
| 22 | RATEGAIN28 | AmountType |
| 23 | UNRECAP1250GAIN | AmountType |
| 24 | OTHERPORTFOLIOINCOME | AmountType |
| 25 | ORDINARYBUSINESSINC | AmountType |
| 26 | NETRENTALREINCOME | AmountType |
| 27 | OTHERRENTALINCOME | AmountType |
| 28 | APPORTIONDEDUCTIONS | CodeAmountType |
| 29 | ESTATETAXDEDUCTION | AmountType |
| 30 | FINALYRDEDUCTIONS | CodeAmountType |
| 31 | AMTITEMS | CodeAmountType |
| 32 | CREDITS | CodeAmountType |
| 33 | OTHERINFO | CodeAmountType |
| 34 | FISCALYEARBEGIN | DateTimeType |
| 35 | FISCALYEAREND | DateTimeType |
Usages:
- TaxK1Response TAX1041K1_V100
XSD
<xsd:complexType name="Tax1041K1_V100"> <xsd:annotation> <xsd:documentation>The OFX element "TAX1041K1_V100" is of type "Tax1041K1_V100"</xsd:documentation> </xsd:annotation> <xsd:complexContent> <xsd:extension base="ofx:AbstractTaxFormK1"> <xsd:sequence> <xsd:element name="FINALK1" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="AMENDEDK1" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="ESTATETRUSTNAME" type="ofx:GenericNameType"> <xsd:annotation> <xsd:documentation>Name of Estate/Trust</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="ESTATETRUSTEIN" type="ofx:GenericNameType"> <xsd:annotation> <xsd:documentation>Fed ID#</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="FIDUCIARYINFO" minOccurs="0"> <xsd:complexType> <xsd:sequence> <xsd:element name="NAME" type="ofx:GenericNameType"/> <xsd:element name="ADDR1" type="ofx:AddressType"/> <xsd:element name="ADDR2" type="ofx:AddressType" minOccurs="0"/> <xsd:element name="ADDR3" type="ofx:AddressType" minOccurs="0"/> <xsd:element name="CITY" type="ofx:AddressType"/> <xsd:element name="STATE" type="ofx:StateType"/> <xsd:element name="POSTALCODE" type="ofx:ZipType" minOccurs="0"/> <xsd:element name="PHONE" type="ofx:PhoneType" minOccurs="0"/> </xsd:sequence> </xsd:complexType> </xsd:element> <xsd:element name="WASFILEDFORM1041T" type="ofx:BooleanType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Was Form 1041-T filed?</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="DATEFILEDFORM1041T" type="ofx:DateTimeType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Date the Form 1041-T was filed</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="ISFINAL1041T" type="ofx:BooleanType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Is this the final Form 1041 for the estate or trust?</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="BENEFICIARYID" type="ofx:GenericNameType" minOccurs="0"/> <xsd:element name="BENEFICIARYINFO" minOccurs="0"> <xsd:complexType> <xsd:sequence> <xsd:element name="NAME" type="ofx:GenericNameType"/> <xsd:element name="ADDR1" type="ofx:AddressType"/> <xsd:element name="ADDR2" type="ofx:AddressType" minOccurs="0"/> <xsd:element name="ADDR3" type="ofx:AddressType" minOccurs="0"/> <xsd:element name="CITY" type="ofx:AddressType"/> <xsd:element name="STATE" type="ofx:StateType"/> <xsd:element name="POSTALCODE" type="ofx:ZipType" minOccurs="0"/> <xsd:element name="PHONE" type="ofx:PhoneType" minOccurs="0"/> </xsd:sequence> </xsd:complexType> </xsd:element> <xsd:element name="DOMESTICBENEFICIARY" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="FOREIGNBENEFICIARY" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="INTERESTINCOME" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="ORDINARYDIVIDEND" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="QUALIFIEDDIVIDEND" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="NETSTCAPITALGAIN" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="NETLTCAPITALGAIN" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="RATEGAIN28" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="UNRECAP1250GAIN" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="OTHERPORTFOLIOINCOME" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="ORDINARYBUSINESSINC" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="NETRENTALREINCOME" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="OTHERRENTALINCOME" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="APPORTIONDEDUCTIONS" type="ofx:CodeAmountType" minOccurs="0" maxOccurs="unbounded"/> <xsd:element name="ESTATETAXDEDUCTION" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="FINALYRDEDUCTIONS" type="ofx:CodeAmountType" minOccurs="0" maxOccurs="unbounded"/> <xsd:element name="AMTITEMS" type="ofx:CodeAmountType" minOccurs="0" maxOccurs="unbounded"/> <xsd:element name="CREDITS" type="ofx:CodeAmountType" minOccurs="0" maxOccurs="unbounded"/> <xsd:element name="OTHERINFO" type="ofx:CodeAmountType" minOccurs="0" maxOccurs="unbounded"/> <xsd:element name="FISCALYEARBEGIN" type="ofx:DateTimeType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Cleanup TY19.</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="FISCALYEAREND" type="ofx:DateTimeType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Cleanup TY19.</xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:extension> </xsd:complexContent> </xsd:complexType>
OFX XML
<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>
<OFX>
<SIGNONMSGSRSV1>
<SONRS>
<STATUS>
<CODE>0</CODE>
<SEVERITY>INFO</SEVERITY>
<MESSAGE>Successful Login</MESSAGE>
</STATUS>
<DTSERVER>39210131000000</DTSERVER>
<LANGUAGE>ENG</LANGUAGE>
<FI>
<ORG>fiName</ORG>
<FID>fiId</FID>
</FI>
</SONRS>
</SIGNONMSGSRSV1>
<TAXK1MSGSRSV1>
<TAXK1TRNRS>
<TRNUID>_GUID_</TRNUID>
<STATUS>
<CODE>0</CODE>
<SEVERITY>INFO</SEVERITY>
<MESSAGE>SUCCESS</MESSAGE>
</STATUS>
<TAXK1RS>
<TAX1041K1_V100>
<SRVRTID>e5d4ee73bd1-9295-480f-a426-1041-K1</SRVRTID>
<TAXYEAR>2020</TAXYEAR>
<FINALK1>Y</FINALK1>
<ESTATETRUSTNAME>American People's Trust</ESTATETRUSTNAME>
<ESTATETRUSTEIN>12-3456789</ESTATETRUSTEIN>
<FIDUCIARYINFO>
<NAME>American People Corp.</NAME>
<ADDR1>1718-1/2 Oak Blvd</ADDR1>
<ADDR2>Suite 230</ADDR2>
<CITY>Austin</CITY>
<STATE>TX</STATE>
<POSTALCODE>78735</POSTALCODE>
</FIDUCIARYINFO>
<WASFILEDFORM1041T>Y</WASFILEDFORM1041T>
<DATEFILEDFORM1041T>20200501</DATEFILEDFORM1041T>
<ISFINAL1041T>Y</ISFINAL1041T>
<BENEFICIARYID>xxx-xx-1234</BENEFICIARYID>
<BENEFICIARYINFO>
<NAME>Kris Q. Public</NAME>
<ADDR1>1 Main St</ADDR1>
<CITY>Melrose</CITY>
<STATE>NY</STATE>
<POSTALCODE>12121</POSTALCODE>
</BENEFICIARYINFO>
<DOMESTICBENEFICIARY>Y</DOMESTICBENEFICIARY>
<INTERESTINCOME>1013.00</INTERESTINCOME>
<ORDINARYDIVIDEND>2014.00</ORDINARYDIVIDEND>
<QUALIFIEDDIVIDEND>2015.00</QUALIFIEDDIVIDEND>
<NETSTCAPITALGAIN>3016.00</NETSTCAPITALGAIN>
<NETLTCAPITALGAIN>4017.00</NETLTCAPITALGAIN>
<RATEGAIN28>4018.00</RATEGAIN28>
<UNRECAP1250GAIN>4019.00</UNRECAP1250GAIN>
<OTHERPORTFOLIOINCOME>5020.00</OTHERPORTFOLIOINCOME>
<ORDINARYBUSINESSINC>6021.00</ORDINARYBUSINESSINC>
<NETRENTALREINCOME>7022.00</NETRENTALREINCOME>
<OTHERRENTALINCOME>8023.00</OTHERRENTALINCOME>
<APPORTIONDEDUCTIONS>
<K1CODE>A</K1CODE>
<AMOUNT>9024.00</AMOUNT>
</APPORTIONDEDUCTIONS>
<ESTATETAXDEDUCTION>10025.00</ESTATETAXDEDUCTION>
<FINALYRDEDUCTIONS>
<K1CODE>B</K1CODE>
<AMOUNT>11026.00</AMOUNT>
</FINALYRDEDUCTIONS>
<FINALYRDEDUCTIONS>
<K1CODE>C</K1CODE>
<AMOUNT>11026.00</AMOUNT>
</FINALYRDEDUCTIONS>
<AMTITEMS>
<K1CODE>D</K1CODE>
<AMOUNT>12028.00</AMOUNT>
</AMTITEMS>
<CREDITS>
<K1CODE>E</K1CODE>
<AMOUNT>13030.00</AMOUNT>
</CREDITS>
<OTHERINFO>
<K1CODE>G</K1CODE>
<AMOUNT>14031.00</AMOUNT>
</OTHERINFO>
<OTHERINFO>
<K1CODE>H</K1CODE>
<AMOUNT>14031.00</AMOUNT>
</OTHERINFO>
<FISCALYEARBEGIN>20200101</FISCALYEARBEGIN>
<FISCALYEAREND>20201231</FISCALYEAREND>
</TAX1041K1_V100>
</TAXK1RS>
</TAXK1TRNRS>
</TAXK1MSGSRSV1>
</OFX>
FDX JSON
{
"tax1041K1" : {
"taxYear" : 2022,
"taxFormId" : "e5d4ee73bd1-9295-480f-a426-1041-K1",
"taxFormDate" : "2021-02-01",
"taxFormType" : "Tax1041K1",
"finalK1" : true,
"fiscalYearBegin" : "2020-01-01",
"fiscalYearEnd" : "2020-12-31",
"trustTin" : "12-3456789",
"trustName" : "American People's Trust",
"form1041T" : true,
"date1041T" : "2020-05-01",
"final1041" : true,
"beneficiaryTin" : "xxx-xx-1234",
"domestic" : true,
"interestIncome" : 1013.0,
"ordinaryDividends" : 2014.0,
"qualifiedDividends" : 2015.0,
"netShortTermGain" : 3016.0,
"netLongTermGain" : 4017.0,
"gain28Rate" : 4018.0,
"unrecaptured1250Gain" : 4019.0,
"otherPortfolioIncome" : 5020.0,
"ordinaryBusinessIncome" : 6021.0,
"netRentalRealEstateIncome" : 7022.0,
"otherRentalIncome" : 8023.0,
"directlyApportionedDeductions" : [ {
"code" : "A",
"amount" : 9024.0
} ],
"estateTaxDeduction" : 10025.0,
"finalYearDeductions" : [ {
"code" : "B",
"amount" : 11026.0
}, {
"code" : "C",
"amount" : 11026.0
} ],
"fiduciaryNameAddress" : {
"line1" : "1718-1/2 Oak Blvd",
"line2" : "Suite 230",
"city" : "Austin",
"state" : "TX",
"postalCode" : "78735",
"name1" : "American People Corp."
},
"amtAdjustments" : [ {
"code" : "D",
"amount" : 12028.0
} ],
"beneficiaryNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"credits" : [ {
"code" : "E",
"amount" : 13030.0
} ],
"otherInfo" : [ {
"code" : "G",
"amount" : 14031.0
}, {
"code" : "H",
"amount" : 14031.0
} ]
}
}