Tax1097BTC_V100

OFX / Types / Tax1097BTC_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 ISSUERADDR Issuer1097AddressType
6 RECIPADDR Recipient1097AddressType
7 ISSUERID GenericNameType
8 RECIPID IdType
9 BYISSUER BooleanType
10 BYNOMINEE BooleanType
11 TOTAL AmountType
12 BONDCODE GenericNameType
13 UNIQUEID GenericNameType
14 BONDTYPE GenericNameType
15 JAN AmountType
16 FEB AmountType
17 MAR AmountType
18 APR AmountType
19 MAY AmountType
20 JUN AmountType
21 JUL AmountType
22 AUG AmountType
23 SEP AmountType
24 OCT AmountType
25 NOV AmountType
26 DEC AmountType
27 COMMENTS MessageType
Usages:
XSD
    <xsd:complexType name="Tax1097BTC_V100">
        <xsd:annotation>
            <xsd:documentation>Form 1097-BTC - Bond Tax Credit</xsd:documentation>
        </xsd:annotation>

        <xsd:complexContent>
            <xsd:extension base="ofx:AbstractTaxForm1097Type">

        <xsd:sequence>

            <xsd:element name="ISSUERADDR" type="ofx:Issuer1097AddressType" minOccurs="0"/>
            <xsd:element name="RECIPADDR" type="ofx:Recipient1097AddressType" minOccurs="0"/>


            <xsd:element name="ISSUERID" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>FORM 1097-BTC ISSUER'S federal identification number</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="RECIPID" type="ofx:IdType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>RECIPIENT'S federal identification number</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BYISSUER" type="ofx:BooleanType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Form 1097-BTC issuer is: Issuer of bond or its agent filing 2017 Form 1097-BTC for credit being reported</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BYNOMINEE" type="ofx:BooleanType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Form 1097-BTC issuer is: An entity or a person that received or should have received a 2017 Form 1097-BTC and is distributing part or all of that credit to others</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="TOTAL" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 1. Total</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BONDCODE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 2a. Code</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="UNIQUEID" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 2b. Unique Identifier</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="BONDTYPE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 3. Bond type</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="JAN" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5a. January</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="FEB" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5b. February</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="MAR" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5c. March</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="APR" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5d. April</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="MAY" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5e. May</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="JUN" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5f. June</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="JUL" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5g. July</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="AUG" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5h. August</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="SEP" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5i. September</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="OCT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5j. October</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="NOV" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5k. November</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="DEC" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5l. December</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="COMMENTS" type="ofx:MessageType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 6. Comments</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>
    <TAX1097MSGSRSV1>
        <TAX1097TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1097RS>
                <TAX1097BTC_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <ISSUERADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <ISSUERNAME1>Financial Data Exchange</ISSUERNAME1>
                    </ISSUERADDR>
                    <RECIPADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <RECIPNAME1>Kris Q Public</RECIPNAME1>
                    </RECIPADDR>
                    <ISSUERID>12-3456789</ISSUERID>
                    <RECIPID>xxx-xx-1234</RECIPID>
                    <BYISSUER>Y</BYISSUER>
                    <BYNOMINEE>Y</BYNOMINEE>
                    <TOTAL>1007.00</TOTAL>
                    <BONDCODE>123-456-789</BONDCODE>
                    <UNIQUEID>guid-54321</UNIQUEID>
                    <BONDTYPE>BondType</BONDTYPE>
                    <JAN>511.00</JAN>
                    <FEB>496.00</FEB>
                    <MAR></MAR>
                    <APR></APR>
                    <MAY></MAY>
                    <JUN></JUN>
                    <JUL></JUL>
                    <AUG></AUG>
                    <SEP></SEP>
                    <OCT></OCT>
                    <NOV></NOV>
                    <DEC></DEC>
                    <COMMENTS>6. Comments</COMMENTS>
                </TAX1097BTC_V100>
            </TAX1097RS>
        </TAX1097TRNRS>
    </TAX1097MSGSRSV1>
</OFX>

FDX JSON

{
  "tax1097Btc" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax1097Btc",
    "issuerNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "issuerTin" : "12-3456789",
    "recipientTin" : "xxx-xx-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "filingForCredit" : true,
    "asNominee" : true,
    "total" : 1007.0,
    "bondCode" : "123-456-789",
    "uniqueId" : "guid-54321",
    "bondType" : "BondType",
    "amounts" : [ {
      "month" : "JAN",
      "amount" : 511.0
    }, {
      "month" : "FEB",
      "amount" : 496.0
    } ],
    "comments" : "6. Comments"
  }
}

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