Tax1098_V100
OFX / Types / Tax1098_V100
| # | Tag | Type |
|---|---|---|
| 1 | SRVRTID | ServerIdType |
| 2 | TAXYEAR | YearType |
| 3 | MORTGAGEINTEREST | AmountType |
| 4 | OUTSTANDINGPRINCIPAL | AmountType |
| 5 | ORIGINATIONDATE | DateTimeType |
| 6 | POINTS | AmountType |
| 7 | OVERPAIDREFUND | AmountType |
| 8 | MORTGAGEINSPREM | AmountType |
| 9 | PROPERTYTAX | AmountType |
| 10 | OTHERLOANINFO | GenericDescriptionType |
| 11 | PROPADDRSAMEASBORROWER | BooleanType |
| 12 | PROPADDRESS | anonymous complex type |
| 13 | PROPDESCRIPTION | MessageType |
| 14 | LENDERADDR | LenderAddress |
| 15 | LENDERID | GenericDescriptionType |
| 16 | BORROWERADDR | BorrowerAddress |
| 17 | BORROWERID | GenericDescriptionType |
| 18 | ACCOUNTNUMBER | GenericDescriptionType |
| 19 | NUMMORTGAGEDPROP | anonymous simple type |
| 20 | DATEACQ | DateTimeType |
Usages:
- Tax1098Response TAX1098_V100
XSD
<xsd:complexType name="Tax1098_V100">
<xsd:annotation>
<xsd:documentation>
The OFX element "TAX1098_V100" is of type "Tax1098_V100"
</xsd:documentation>
</xsd:annotation>
<xsd:sequence>
<xsd:element name="SRVRTID" type="ofx:ServerIdType"/>
<xsd:element name="TAXYEAR" type="ofx:YearType"/>
<xsd:element name="MORTGAGEINTEREST" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="OUTSTANDINGPRINCIPAL" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="ORIGINATIONDATE" type="ofx:DateTimeType" minOccurs="0"/>
<xsd:element name="POINTS" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="OVERPAIDREFUND" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="MORTGAGEINSPREM" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="PROPERTYTAX" type="ofx:AmountType" minOccurs="0">
<xsd:annotation>
<xsd:documentation>Property tax</xsd:documentation>
</xsd:annotation>
</xsd:element>
<xsd:element name="OTHERLOANINFO" type="ofx:GenericDescriptionType" minOccurs="0"/>
<xsd:element name="PROPADDRSAMEASBORROWER" type="ofx:BooleanType" minOccurs="0"/>
<xsd:choice>
<xsd:element name="PROPADDRESS" minOccurs="0">
<xsd:complexType>
<xsd:sequence>
<xsd:element name="ADDR1" type="ofx:AddressType"/>
<xsd:element name="ADDR2" type="ofx:AddressType" minOccurs="0"/>
<xsd:element name="CITY" type="ofx:AddressType" minOccurs="0"/>
<xsd:element name="STATE" type="ofx:StateType" minOccurs="0"/>
<xsd:element name="POSTALCODE" type="ofx:ZipType" minOccurs="0"/>
</xsd:sequence>
</xsd:complexType>
</xsd:element>
<xsd:element name="PROPDESCRIPTION" type="ofx:MessageType" minOccurs="0"/>
</xsd:choice>
<xsd:element name="LENDERADDR" type="ofx:LenderAddress" minOccurs="0"/>
<xsd:element name="LENDERID" type="ofx:GenericDescriptionType" minOccurs="0"/>
<xsd:element name="BORROWERADDR" type="ofx:BorrowerAddress" minOccurs="0"/>
<xsd:element name="BORROWERID" type="ofx:GenericDescriptionType" minOccurs="0"/>
<xsd:element name="ACCOUNTNUMBER" type="ofx:GenericDescriptionType" minOccurs="0"/>
<xsd:element name="NUMMORTGAGEDPROP" minOccurs="0">
<xsd:annotation>
<xsd:documentation>New TY17</xsd:documentation>
</xsd:annotation>
<xsd:simpleType>
<xsd:restriction base="xsd:string">
<xsd:maxLength value="4"/>
<xsd:pattern value="([0-9])"/>
</xsd:restriction>
</xsd:simpleType>
</xsd:element>
<xsd:element name="DATEACQ" type="ofx:DateTimeType" minOccurs="0">
<xsd:annotation>
<xsd:documentation>New TY19. Mortgage acquired date.</xsd:documentation>
</xsd:annotation>
</xsd:element>
</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>
<TAX1098_V100>
<TAXYEAR>2020</TAXYEAR>
<MORTGAGEINTEREST>1008.00</MORTGAGEINTEREST>
<OUTSTANDINGPRINCIPAL>200900.00</OUTSTANDINGPRINCIPAL>
<ORIGINATIONDATE>20200310</ORIGINATIONDATE>
<POINTS>6013.00</POINTS>
<OVERPAIDREFUND>4011.00</OVERPAIDREFUND>
<MORTGAGEINSPREM>5012.00</MORTGAGEINSPREM>
<PROPERTYTAX>10017.00</PROPERTYTAX>
<OTHERLOANINFO>10. Property tax: $10,017.00</OTHERLOANINFO>
<PROPADDRSAMEASBORROWER>Y</PROPADDRSAMEASBORROWER>
<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>
<BORROWERADDR>
<BORROWERNAME>Kris Q Public</BORROWERNAME>
<ADDR1>1 Main St</ADDR1>
<CITY>Melrose</CITY>
<STATE>NY</STATE>
<POSTALCODE>12121</POSTALCODE>
</BORROWERADDR>
<BORROWERID>xxx-xx-1234</BORROWERID>
<ACCOUNTNUMBER>111-23456</ACCOUNTNUMBER>
<NUMMORTGAGEDPROP>9</NUMMORTGAGEDPROP>
<DATEACQ>20201115</DATEACQ>
</TAX1098_V100>
</TAX1098RS>
</TAX1098TRNRS>
</TAX1098MSGSRSV1>
</OFX>
FDX JSON
{
"tax1098" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1098",
"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"
},
"mortgagedProperties" : 9,
"otherInformation" : "10. Property tax: $10,017.00",
"accountNumber" : "111-23456",
"mortgageInterest" : 1008.0,
"outstandingPrincipal" : 200900.0,
"originationDate" : "2020-03-10",
"overpaidRefund" : 4011.0,
"mortgageInsurance" : 5012.0,
"pointsPaid" : 6013.0,
"isPropertyAddressSameAsBorrowerAddress" : true,
"acquisitionDate" : "2020-11-15",
"propertyTax" : 10017.0
}
}
OFX Tax Specification Page 58