Tax1041K1_V100

OFX / Types / Tax1041K1_V100
#TagType
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:
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>

FDX JSON

{
  "tax1041K1" : {
    "taxYear" : 2020,
    "taxFormId" : "e5d4ee73bd1-9295-480f-a426-1041-K1",
    "taxFormDate" : "2021-02-01",
    "additionalInformation" : "FDX v4.6",
    "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
    } ]
  }
}

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>

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