Tax1098E_V100

OFX / Types / Tax1098E_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 LENDERADDR LenderAddress
4 LENDERID GenericNameType
5 BORROWERID GenericNameType
6 BORROWERADDR BorrowerAddress
7 STUDENTLOANINTEREST AmountType
8 LOANPRIORSEP2004ANDNOLOF BooleanType
9 ACCOUNTNUMBER GenericDescriptionType
Usages:
XSD
	<xsd:complexType name="Tax1098E_V100">
		<xsd:annotation>
			<xsd:documentation>The  OFX element "TAX1098E_V100" is of type 
				"Tax1098E_V100"</xsd:documentation>
		</xsd:annotation>
		<xsd:sequence>
			<xsd:element name="SRVRTID" type="ofx:ServerIdType" minOccurs="0"/>
			<xsd:element name="TAXYEAR" type="ofx:YearType" minOccurs="0"/>
			<xsd:element name="LENDERADDR" type="ofx:LenderAddress" minOccurs="0"/>
			<xsd:element name="LENDERID" type="ofx:GenericNameType" minOccurs="0"/>
			<xsd:element name="BORROWERID" type="ofx:GenericNameType" minOccurs="0"/>
			<xsd:element name="BORROWERADDR" type="ofx:BorrowerAddress" minOccurs="0"/>
			<xsd:element name="STUDENTLOANINTEREST" type="ofx:AmountType"/>
			<xsd:element name="LOANPRIORSEP2004ANDNOLOF" type="ofx:BooleanType" minOccurs="0"/>
			<xsd:element name="ACCOUNTNUMBER" type="ofx:GenericDescriptionType" minOccurs="0"/>
		</xsd:sequence>
	</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>
    <TAX1098MSGSRSV1>
        <TAX1098TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1098RS>
                <TAX1098E_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <LENDERADDR>
                        <LENDERNAME>Financial Data Exchange</LENDERNAME>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                    </LENDERADDR>
                    <LENDERID>12-3456789</LENDERID>
                    <BORROWERID>xxx-xx-1234</BORROWERID>
                    <BORROWERADDR>
                        <BORROWERNAME>Kris Q Public</BORROWERNAME>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                    </BORROWERADDR>
                    <STUDENTLOANINTEREST>1006.00</STUDENTLOANINTEREST>
                    <LOANPRIORSEP2004ANDNOLOF>Y</LOANPRIORSEP2004ANDNOLOF>
                    <ACCOUNTNUMBER>111-55555555</ACCOUNTNUMBER>
                </TAX1098E_V100>
            </TAX1098RS>
        </TAX1098TRNRS>
    </TAX1098MSGSRSV1>
</OFX>

FDX JSON

{
  "tax1098E" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax1098E",
    "lenderNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "lenderTin" : "12-3456789",
    "borrowerTin" : "xxx-xx-1234",
    "borrowerNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "accountNumber" : "111-55555555",
    "studentLoanInterest" : 1006.0,
    "box1ExcludesFees" : true
  }
}

OFX Tax Specification Page 59

© Copyright 2024. All Rights Reserved.