Tax1099B_V100

OFX / Types / Tax1099B_V100
# | Tag | Type |
---|---|---|
1 | SRVRTID | ServerIdType |
2 | TAXYEAR | YearType |
3 | VOID | BooleanType |
4 | CORRECTED | BooleanType |
5 | DTSALE | DateTimeType |
6 | CUSIPNUM | CusipType |
7 | STKBND | StocksBonds |
8 | BARTERING | AmountType |
9 | FEDTAXWH | AmountType |
10 | DSCR | ShortMessageType |
11 | PROFIT | AmountType |
12 | UNRELPROFITPREV | AmountType |
13 | UNRELPROFIT | AmountType |
14 | AGGPROFIT | AmountType |
15 | EXTDBINFO_V100 | ExtendedBInfo_V100 |
16 | PAYERADDR | PayerAddress |
17 | PAYERID | GenericNameType |
18 | RECADDR | RecipientAddress |
19 | RECID | IdType |
20 | RECACCT | GenericNameType |
21 | TINNOT | BooleanType |
Usages:
- Tax1099Response TAX1099B_V100
XSD
<xsd:complexType name="Tax1099B_V100"> <xsd:annotation> <xsd:documentation>The OFX element "TAX1099B_V100" is of type "Tax1099B_V100"</xsd:documentation> </xsd:annotation> <xsd:complexContent> <xsd:extension base="ofx:AbstractTaxForm1099"> <xsd:sequence> <xsd:element name="DTSALE" type="ofx:DateTimeType" minOccurs="0"/> <xsd:element name="CUSIPNUM" type="ofx:CusipType" minOccurs="0"/> <xsd:element name="STKBND" type="ofx:StocksBonds" minOccurs="0"/> <xsd:element name="BARTERING" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="FEDTAXWH" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="DSCR" type="ofx:ShortMessageType" minOccurs="0"/> <xsd:element name="PROFIT" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="UNRELPROFITPREV" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="UNRELPROFIT" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="AGGPROFIT" type="ofx:AmountType" minOccurs="0"/> <xsd:element name="EXTDBINFO_V100" type="ofx:ExtendedBInfo_V100" minOccurs="0"/> <xsd:element name="PAYERADDR" type="ofx:PayerAddress"/> <xsd:element name="PAYERID" type="ofx:GenericNameType"/> <xsd:element name="RECADDR" type="ofx:RecipientAddress" minOccurs="0"/> <xsd:element name="RECID" type="ofx:IdType"/> <xsd:element name="RECACCT" type="ofx:GenericNameType" minOccurs="0"/> <xsd:element name="TINNOT" type="ofx:BooleanType" minOccurs="0"/> </xsd:sequence> </xsd:extension> </xsd:complexContent> </xsd:complexType>
FDX JSON
{ "tax1099B" : { "taxYear" : 2020, "taxFormDate" : "2021-03-30", "additionalInformation" : "FDX v4.6", "taxFormType" : "Tax1099B", "payerNameAddress" : { "line1" : "12020 Sunrise Valley Dr", "city" : "Reston", "state" : "VA", "postalCode" : "20191", "name1" : "Financial Data Exchange" }, "payerTin" : "12-3456789", "recipientTin" : "XXX-XX-1234", "recipientNameAddress" : { "line1" : "1 Main St", "city" : "Melrose", "state" : "NY", "postalCode" : "12121", "name1" : "Kris Q. Public" }, "accountNumber" : "123-1234567", "securityDetails" : [ { "checkboxOnForm8949" : "A", "securityName" : "Xerox", "numberOfShares" : 100.0, "dateAcquired" : "2019-07-01", "dateOfSale" : "2020-12-01", "salesPrice" : 1400.0, "costBasis" : 1500.0, "washSaleLossDisallowed" : 140.0, "longOrShort" : "LONG", "grossOrNet" : "NET", "basisReported" : true } ] } }
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> <TAX1099MSGSRSV1> <TAX1099TRNRS> <TRNUID>_GUID_</TRNUID> <STATUS> <CODE>0</CODE> <SEVERITY>INFO</SEVERITY> <MESSAGE>SUCCESS</MESSAGE> </STATUS> <TAX1099RS> <TAX1099B_V100> <TAXYEAR>2020</TAXYEAR> <BARTERING></BARTERING> <FEDTAXWH></FEDTAXWH> <PROFIT></PROFIT> <UNRELPROFITPREV></UNRELPROFITPREV> <UNRELPROFIT></UNRELPROFIT> <AGGPROFIT></AGGPROFIT> <EXTDBINFO_V100> <PROCDET_V100> <FORM8949CODE>A</FORM8949CODE> <DTAQD>20190701</DTAQD> <DTSALE>20201201</DTSALE> <SECNAME>Xerox</SECNAME> <NUMSHRS>100.00</NUMSHRS> <COSTBASIS>1500.00</COSTBASIS> <SALESPR>1400.00</SALESPR> <ACCRUEDMKTDISCOUNT>nu</ACCRUEDMKTDISCOUNT> <FEDTAXWH>nu</FEDTAXWH> <WASHSALELOSSDISALLOWED>140.00</WASHSALELOSSDISALLOWED> </PROCDET_V100> </EXTDBINFO_V100> <PAYERADDR> <PAYERNAME1>Financial Data Exchange</PAYERNAME1> <ADDR1>12020 Sunrise Valley Dr</ADDR1> <CITY>Reston</CITY> <STATE>VA</STATE> <POSTALCODE>20191</POSTALCODE> <PHONE></PHONE> </PAYERADDR> <PAYERID>12-3456789</PAYERID> <RECADDR> <RECNAME1>Kris Q. Public</RECNAME1> <ADDR1>1 Main St</ADDR1> <CITY>Melrose</CITY> <STATE>NY</STATE> <POSTALCODE>12121</POSTALCODE> </RECADDR> <RECID>XXX-XX-1234</RECID> <RECACCT>123-1234567</RECACCT> </TAX1099B_V100> </TAX1099RS> </TAX1099TRNRS> </TAX1099MSGSRSV1> </OFX>