Tax1098_V100

OFX / Types / Tax1098_V100
#TagType
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:
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

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