Tax1099SA_V100
OFX / Types / Tax1099SA_V100
# | Tag | Type |
---|---|---|
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 | GROSSDIST | AmountType |
11 | EARNINGS | AmountType |
12 | DISTCODE | GenericNameType |
13 | FMVON | AmountType |
14 | HSA | BooleanType |
15 | ARCHER | BooleanType |
16 | MSA | BooleanType |
Usages:
- Tax1099Response TAX1099SA_V100
XSD
<xsd:complexType name="Tax1099SA_V100"> <xsd:annotation> <xsd:documentation>Form 1099-SA - Distributions From an HSA, Archer MSA, or Medicare Advantage MSA</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="GROSSDIST" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 1. Gross distribution</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="EARNINGS" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 2. Earnings on excess cont.</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="DISTCODE" type="ofx:GenericNameType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 3. Distribution code</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="FMVON" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 4. FMV on date of death</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:choice> <xsd:element name="HSA" type="ofx:BooleanType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 5a. HSA</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="ARCHER" type="ofx:BooleanType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 5b. Archer MSA</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="MSA" type="ofx:BooleanType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 5c. MA MSA</xsd:documentation> </xsd:annotation> </xsd:element> </xsd:choice> </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> <TAX1099SA_V100> <TAXYEAR>2020</TAXYEAR> <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> <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>111-23456</ACCTNUM> <GROSSDIST>1000.00</GROSSDIST> <EARNINGS>200.00</EARNINGS> <DISTCODE>A</DISTCODE> <FMVON>400.00</FMVON> <HSA>Y</HSA> </TAX1099SA_V100> </TAX1099RS> </TAX1099TRNRS> </TAX1099MSGSRSV1> </OFX>
FDX JSON
{ "tax1099Sa" : { "taxYear" : 2022, "taxFormDate" : "2021-03-30", "taxFormType" : "Tax1099Sa", "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" }, "accountNumber" : "111-23456", "grossDistribution" : 1000.0, "earnings" : 200.0, "distributionCode" : "A", "fairMarketValue" : 400.0, "hsa" : true } }