Tax1099R_V100
OFX / Types / Tax1099R_V100
| # | Tag | Type |
|---|---|---|
| 1 | SRVRTID | ServerIdType |
| 2 | TAXYEAR | YearType |
| 3 | VOID | BooleanType |
| 4 | CORRECTED | BooleanType |
| 5 | GROSSDIST | AmountType |
| 6 | TAXAMT | AmountType |
| 7 | TAXAMTND | BooleanType |
| 8 | TOTALDIST | BooleanType |
| 9 | CAPGAIN | AmountType |
| 10 | FEDTAXWH | AmountType |
| 11 | EMPCONTINS | AmountType |
| 12 | NETUNAPEMP | AmountType |
| 13 | DISTCODE | CharType |
| 14 | IRASEPSIMP | BooleanType |
| 15 | ANNCTRCTDIST | AmountType |
| 16 | ANNCTRCTPER | RateType |
| 17 | PERTOTDIST | RateType |
| 18 | TOTEMPCONT | AmountType |
| 19 | AMTALLOCABLEIRR | AmountType |
| 20 | FIRSTYEARDESIGROTH | YearType |
| 21 | STTAXWHAGG | StateTaxWithheldAggregate |
| 22 | LCLTAXWHAGG | LocalTaxWithheldAggregate |
| 23 | PAYERADDR | PayerAddress |
| 24 | PAYERID | GenericNameType |
| 25 | RECADDR | RecipientAddress |
| 26 | RECID | IdType |
| 27 | RECACCT | GenericNameType |
| 28 | FATCA | BooleanType |
| 29 | DTBENEFITPMT | DateTimeType |
Usages:
- Tax1099Response TAX1099R_V100
XSD
<xsd:complexType name="Tax1099R_V100">
<xsd:annotation>
<xsd:documentation>
The OFX element "TAX1099R_V100" is of type "Tax1099R_V100"
</xsd:documentation>
</xsd:annotation>
<xsd:complexContent>
<xsd:extension base="ofx:AbstractTaxForm1099">
<xsd:sequence>
<xsd:element name="GROSSDIST" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="TAXAMT" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="TAXAMTND" type="ofx:BooleanType" minOccurs="0"/>
<xsd:element name="TOTALDIST" type="ofx:BooleanType" minOccurs="0"/>
<xsd:element name="CAPGAIN" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="FEDTAXWH" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="EMPCONTINS" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="NETUNAPEMP" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="DISTCODE" type="ofx:CharType" maxOccurs="unbounded"/>
<xsd:element name="IRASEPSIMP" type="ofx:BooleanType" minOccurs="0"/>
<xsd:element name="ANNCTRCTDIST" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="ANNCTRCTPER" type="ofx:RateType" minOccurs="0"/>
<xsd:element name="PERTOTDIST" type="ofx:RateType" minOccurs="0"/>
<xsd:element name="TOTEMPCONT" type="ofx:AmountType" minOccurs="0"/>
<xsd:element name="AMTALLOCABLEIRR" type="ofx:AmountType" minOccurs="0">
<xsd:annotation>
<xsd:documentation>added 8-3-11</xsd:documentation>
</xsd:annotation>
</xsd:element>
<xsd:element name="FIRSTYEARDESIGROTH" type="ofx:YearType" minOccurs="0">
<xsd:annotation>
<xsd:documentation>added 8-3-11</xsd:documentation>
</xsd:annotation>
</xsd:element>
<xsd:element name="STTAXWHAGG" type="ofx:StateTaxWithheldAggregate" minOccurs="0" maxOccurs="unbounded"/>
<xsd:element name="LCLTAXWHAGG" type="ofx:LocalTaxWithheldAggregate" minOccurs="0" maxOccurs="unbounded"/>
<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="FATCA" type="ofx:BooleanType" minOccurs="0">
<xsd:annotation>
<xsd:documentation>New TY16</xsd:documentation>
</xsd:annotation>
</xsd:element>
<xsd:element name="DTBENEFITPMT" type="ofx:DateTimeType" minOccurs="0">
<xsd:annotation>
<xsd:documentation>New TY18</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>
<TAX1099R_V100>
<TAXYEAR>2020</TAXYEAR>
<GROSSDIST>100000.00</GROSSDIST>
<TAXAMT>21000.00</TAXAMT>
<TOTALDIST>Y</TOTALDIST>
<CAPGAIN>3000.00</CAPGAIN>
<FEDTAXWH>4000.00</FEDTAXWH>
<EMPCONTINS>5000.00</EMPCONTINS>
<NETUNAPEMP>6000.00</NETUNAPEMP>
<DISTCODE>A</DISTCODE>
<IRASEPSIMP>Y</IRASEPSIMP>
<ANNCTRCTDIST></ANNCTRCTDIST>
<ANNCTRCTPER></ANNCTRCTPER>
<PERTOTDIST></PERTOTDIST>
<TOTEMPCONT>9200.00</TOTEMPCONT>
<AMTALLOCABLEIRR>1000.00</AMTALLOCABLEIRR>
<FIRSTYEARDESIGROTH>2012</FIRSTYEARDESIGROTH>
<STTAXWHAGG>
<AMOUNT>1400.00</AMOUNT>
<PAYERSTATE>NY</PAYERSTATE>
<PAYERSTID>State Id</PAYERSTID>
<STDIST>16000.00</STDIST>
</STTAXWHAGG>
<PAYERADDR>
<PAYERNAME1>Financial Data Exchange</PAYERNAME1>
<ADDR1>12020 Sunrise Valley Dr</ADDR1>
<ADDR2>Suite 230</ADDR2>
<CITY>Prescott</CITY>
<STATE>VA</STATE>
<POSTALCODE>20191</POSTALCODE>
<PHONE>888-555-1212</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>111-23456</RECACCT>
<DTBENEFITPMT>20200401</DTBENEFITPMT>
</TAX1099R_V100>
</TAX1099RS>
</TAX1099TRNRS>
</TAX1099MSGSRSV1>
</OFX>
FDX JSON
{
"tax1099R" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1099R",
"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",
"recipientTin" : "xxx-xx-1234",
"recipientNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"country" : "US",
"name1" : "Kris Q Public"
},
"allocableToIRR" : 1000.0,
"firstYearOfRoth" : 2012,
"recipientAccountNumber" : "111-23456",
"dateOfPayment" : "2020-04-01",
"grossDistribution" : 100000.0,
"taxableAmount" : 21000.0,
"totalDistribution" : true,
"capitalGain" : 3000.0,
"federalTaxWithheld" : 4000.0,
"employeeContributions" : 5000.0,
"netUnrealizedAppreciation" : 6000.0,
"distributionCodes" : [ "A" ],
"iraSepSimple" : true,
"totalEmployeeContributions" : 9200.0,
"stateTaxWithholding" : [ {
"stateTaxWithheld" : 1400.0,
"state" : "NY",
"stateTaxId" : "State Id",
"stateIncome" : 16000.0
} ]
}
}
OFX Tax Specification Page 18
OFX Tax Specification Page 19
