Tax1099LTC_V100

OFX / Types / Tax1099LTC_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 POLICYHOLDERADDR PolicyholderAddressType
6 INSUREDADDR InsuredAddressType
7 PAYERADDR PayerAddressType
8 PAYERID GenericNameType
9 POLICYHOLDERID IdType
10 RECACCT GenericNameType
11 LONGTERMBEN AmountType
12 DEATHBEN AmountType
13 PERDIEM BooleanType
14 REIMB BooleanType
15 INSUREDID IdType
16 QUALCONTRACT BooleanType
17 CHRONIC BooleanType
18 TERMINAL BooleanType
19 DATECERT DateTimeType
Usages:
XSD
	<xsd:complexType name="Tax1099LTC_V100">
		<xsd:annotation>
			<xsd:documentation>Form 1099-LTC - Long-Term Care and Accelerated Death Benefits</xsd:documentation>
		</xsd:annotation>
		<xsd:complexContent>
			<xsd:extension base="ofx:AbstractTaxForm1099Type">
				<xsd:sequence>
					<xsd:element name="POLICYHOLDERADDR" type="ofx:PolicyholderAddressType" minOccurs="0"/>
					<xsd:element name="INSUREDADDR" type="ofx:InsuredAddressType" minOccurs="0"/>
					<xsd:element name="PAYERADDR" type="ofx:PayerAddressType" minOccurs="0"/>
					<xsd:element name="PAYERID" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>PAYER’S federal identification number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="POLICYHOLDERID" type="ofx:IdType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>POLICYHOLDER'S identification number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="RECACCT" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Account number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="LONGTERMBEN" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1. Gross long-term care benefits paid</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="DEATHBEN" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 2. Accelerated death benefits paid</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PERDIEM" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Per diem</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="REIMB" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Reimbursed amount</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="INSUREDID" type="ofx:IdType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>INSURED'S taxpayer identification no.</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="QUALCONTRACT" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Qualified contract</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="CHRONIC" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Chronically ill</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="TERMINAL" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Terminally ill</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="DATECERT" type="ofx:DateTimeType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Date certified (MM/DD/YY)</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
				</xsd:sequence>
			</xsd:extension>
		</xsd:complexContent>
	</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>
    <TAX1099MSGSRSV1>
        <TAX1099TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1099RS>
                <TAX1099LTC_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <POLICYHOLDERADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <POLICYHOLDERNAME1>Kris Q Public</POLICYHOLDERNAME1>
                    </POLICYHOLDERADDR>
                    <INSUREDADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                    </INSUREDADDR>
                    <PAYERADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <PAYERNAME1>Financial Data Exchange</PAYERNAME1>
                    </PAYERADDR>
                    <PAYERID>12-3456789</PAYERID>
                    <POLICYHOLDERID>xxx-xx-1234</POLICYHOLDERID>
                    <RECACCT>111-55555555</RECACCT>
                    <LONGTERMBEN>1000.00</LONGTERMBEN>
                    <DEATHBEN>2000.00</DEATHBEN>
                    <PERDIEM>Y</PERDIEM>
                    <REIMB>Y</REIMB>
                    <INSUREDID>555-55-5555</INSUREDID>
                    <QUALCONTRACT>Y</QUALCONTRACT>
                    <CHRONIC>Y</CHRONIC>
                    <DATECERT>20200401</DATECERT>
                </TAX1099LTC_V100>
            </TAX1099RS>
        </TAX1099TRNRS>
    </TAX1099MSGSRSV1>
</OFX>

FDX JSON

{
  "tax1099Ltc" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax1099Ltc",
    "payerNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "payerTin" : "12-3456789",
    "policyholderTin" : "xxx-xx-1234",
    "policyHolderNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Kris Q Public"
    },
    "accountNumber" : "111-55555555",
    "ltcBenefits" : 1000.0,
    "deathBenefits" : 2000.0,
    "perDiem" : true,
    "reimbursedAmount" : true,
    "insuredId" : "555-55-5555",
    "insuredNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Taylor Public"
    },
    "qualifiedContract" : true,
    "chronicallyIll" : true,
    "dateCertified" : "2020-04-01"
  }
}

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