Tax1098T_V100
OFX / Types / Tax1098T_V100
| # | Tag | Type |
|---|---|---|
| 1 | SRVRTID | ServerIdType |
| 2 | TAXYEAR | YearType |
| 3 | FILERID | GenericNameType |
| 4 | STUDENTSOCSECNO | GenericNameType |
| 5 | ACCOUNTNUMBER | GenericDescriptionType |
| 6 | FILERADDR | FilerAddress |
| 7 | STUDENTADDR | StudentAddress |
| 8 | QUALIFIEDTUITION | AmountType |
| 9 | BILLEDEXPENSE | AmountType |
| 10 | CHANGEMETHOD | BooleanType |
| 11 | ADJPRIORYEAR | AmountType |
| 12 | SCHOLARSHIPS | AmountType |
| 13 | ADJSCHOLARSHIP | AmountType |
| 14 | INCLUDEJANMARCH | BooleanType |
| 15 | HALFTIME | BooleanType |
| 16 | GRADUATE | BooleanType |
| 17 | INSURREIMB | AmountType |
Usages:
- Tax1098Response TAX1098T_V100
XSD
<xsd:complexType name="Tax1098T_V100"> <xsd:annotation> <xsd:documentation>The OFX element "TAX1098T_V100" is of type "Tax1098T_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="FILERID" type="ofx:GenericNameType" minOccurs="0"/> <xsd:element name="STUDENTSOCSECNO" type="ofx:GenericNameType"/> <xsd:element name="ACCOUNTNUMBER" type="ofx:GenericDescriptionType" minOccurs="0"/> <xsd:element name="FILERADDR" type="ofx:FilerAddress" minOccurs="0"/> <xsd:element name="STUDENTADDR" type="ofx:StudentAddress" minOccurs="0"/> <xsd:element name="QUALIFIEDTUITION" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="BILLEDEXPENSE" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="CHANGEMETHOD" type="ofx:BooleanType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Obsolete, removed by IRS for TY19.</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="ADJPRIORYEAR" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="SCHOLARSHIPS" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="ADJSCHOLARSHIP" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="INCLUDEJANMARCH" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="HALFTIME" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="GRADUATE" type="ofx:BooleanType" minOccurs="0"/> <xsd:element name="INSURREIMB" type="ofx:AmountType" 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>
<TAX1098T_V100>
<TAXYEAR>2020</TAXYEAR>
<FILERID>12-3456789</FILERID>
<STUDENTSOCSECNO>XXX-XX-1234</STUDENTSOCSECNO>
<ACCOUNTNUMBER>123-1234567</ACCOUNTNUMBER>
<FILERADDR>
<FILERNAME>Financial Data Exchange</FILERNAME>
<ADDR1>12020 Sunrise Valley Dr</ADDR1>
<CITY>Prescott</CITY>
<STATE>VA</STATE>
<POSTALCODE>20191</POSTALCODE>
</FILERADDR>
<STUDENTADDR>
<STUDENTNAME>Kris Q. Public</STUDENTNAME>
<ADDR1>1 Main St</ADDR1>
<CITY>Melrose</CITY>
<STATE>NY</STATE>
<POSTALCODE>12121</POSTALCODE>
</STUDENTADDR>
<QUALIFIEDTUITION>14000.00</QUALIFIEDTUITION>
<ADJPRIORYEAR>2000.00</ADJPRIORYEAR>
<SCHOLARSHIPS>3000.00</SCHOLARSHIPS>
<ADJSCHOLARSHIP>400.00</ADJSCHOLARSHIP>
<INCLUDEJANMARCH>Y</INCLUDEJANMARCH>
<HALFTIME>Y</HALFTIME>
<GRADUATE>Y</GRADUATE>
<INSURREIMB>50.00</INSURREIMB>
</TAX1098T_V100>
</TAX1098RS>
</TAX1098TRNRS>
</TAX1098MSGSRSV1>
</OFX>
FDX JSON
{
"tax1098T" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1098T",
"filerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"name1" : "Tax Form Issuer, Inc"
},
"filerTin" : "12-3456789",
"studentTin" : "XXX-XX-1234",
"studentNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"accountNumber" : "123-1234567",
"halfTime" : true,
"qualifiedTuitionFees" : 14000.0,
"adjustmentPriorYear" : 2000.0,
"scholarship" : 3000.0,
"adjustScholarship" : 400.0,
"includeJanMar" : true,
"graduate" : true,
"insuranceRefund" : 50.0
}
}
OFX Tax Specification Page 60