Tax1099PATR_V100

OFX / Types / Tax1099PATR_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 PAYERADDR PayerAddressType
6 RECIPADDR RecipientAddressType
7 PAYERID GenericNameType
8 RECID IdType
9 ACCTNUM GenericNameType
10 PATRDIV AmountType
11 NONPATRDIST AmountType
12 PERUNIT AmountType
13 FEDWITHHOLDING AmountType
14 REDEMPTION AmountType
15 DPADED AmountType
16 QUALIFIEDPAYMENTS AmountType
17 INVESTCRED AmountType
18 WORKOPPCRED AmountType
19 AMTADJUST AmountType
20 OTHER AmountType
21 S199AGDEDUCTION AmountType
22 S199AAQUALITEMS AmountType
23 S199AASSTBITEMS AmountType
24 SPECIFIEDCOOP BooleanType
Usages:
XSD
	<xsd:complexType name="Tax1099PATR_V100">
		<xsd:annotation>
			<xsd:documentation>Form 1099-PATR - Taxable Distributions Received From Cooperatives</xsd:documentation>
		</xsd:annotation>
		<xsd:complexContent>
			<xsd:extension base="ofx:AbstractTaxForm1099Type">
				<xsd:sequence>
					<xsd:element name="PAYERADDR" type="ofx:PayerAddressType" minOccurs="0"/>
					<xsd:element name="RECIPADDR" type="ofx:RecipientAddressType" 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="RECID" type="ofx:IdType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>RECIPIENT’S identification number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="ACCTNUM" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Account number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PATRDIV" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1. Patronage dividends</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="NONPATRDIST" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 2. Nonpatronage distributions</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="PERUNIT" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 3. Per-unit retain allocations</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="FEDWITHHOLDING" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 4. Federal income tax withheld</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="REDEMPTION" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 5. Redeemed nonqualified notices</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="DPADED" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Domestic production activities deduction. IRS removed TY20.</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="QUALIFIEDPAYMENTS" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>New TY19. Box 7. Qualified payments (Section 199A(b)(7))</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="INVESTCRED" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 10. Investment credit</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="WORKOPPCRED" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 11. Work opportunity credit</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="AMTADJUST" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Patron’s AMT adjustment. IRS removed TY20.</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="OTHER" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 12. Other credits and deductions</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="S199AGDEDUCTION" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 6, Section 199A(g) deduction. New TY20</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="S199AAQUALITEMS" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 8, Section 199A(a) qualified items. New TY20</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="S199AASSTBITEMS" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 9, Section 199A(a) SSTB (Specified Service Trade or Business) items. New TY20</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="SPECIFIEDCOOP" type="ofx:BooleanType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 13. Specified Cooperative. New TY20</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
				</xsd:sequence>
			</xsd:extension>
		</xsd:complexContent>
	</xsd:complexType>

FDX JSON

{
  "tax1099Patr" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax1099Patr",
    "payerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "payerTin" : "12-3456789",
    "recipientTin" : "xxx-xx-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "accountNumber" : "111-5555555",
    "patronageDividends" : 10000.0,
    "nonpatronageDistributions" : 2000.0,
    "perUnitRetainAllocations" : 3000.0,
    "federalTaxWithheld" : 400.0,
    "redemption" : 500.0,
    "dpaDeduction" : 600.0,
    "qualifiedPayments" : 700.0,
    "investmentCredit" : 800.0,
    "workOpportunityCredit" : 900.0,
    "patronsAmtAdjustment" : 1000.0,
    "otherCreditsAndDeductions" : 110.0
  }
}

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>
                <TAX1099PATR_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <PAYERADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Reston</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <PAYERNAME1>Financial Data Exchange</PAYERNAME1>
                    </PAYERADDR>
                    <RECIPADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <RECIPNAME1>Kris Q Public</RECIPNAME1>
                    </RECIPADDR>
                    <PAYERID>12-3456789</PAYERID>
                    <RECID>xxx-xx-1234</RECID>
                    <ACCTNUM>111-5555555</ACCTNUM>
                    <PATRDIV>10000.00</PATRDIV>
                    <NONPATRDIST>2000.00</NONPATRDIST>
                    <PERUNIT>3000.00</PERUNIT>
                    <FEDWITHHOLDING>400.00</FEDWITHHOLDING>
                    <REDEMPTION>500.00</REDEMPTION>
                    <DPADED>600.00</DPADED>
                    <QUALIFIEDPAYMENTS>700.00</QUALIFIEDPAYMENTS>
                    <INVESTCRED>800.00</INVESTCRED>
                    <WORKOPPCRED>900.00</WORKOPPCRED>
                    <AMTADJUST>1000.00</AMTADJUST>
                    <OTHER>110.00</OTHER>
                </TAX1099PATR_V100>
            </TAX1099RS>
        </TAX1099TRNRS>
    </TAX1099MSGSRSV1>
</OFX>

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