Tax2439_V100

OFX / Types / Tax2439_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 FISCALYEARBEGIN DateTimeType
6 FISCALYEAREND DateTimeType
7 RICREITADDR Corporation2439AddressType
8 SHAREHOLDERADDR Shareholder2439AddressType
9 RICREITID GenericNameType
10 SHAREHOLDERID IdType
11 UNDISTLTCG AmountType
12 UNRECAP1250 AmountType
13 SEC1202GAIN AmountType
14 COLLECTIBLESGAIN AmountType
15 TAXPAID AmountType
Usages:
XSD
	<xsd:complexType name="Tax2439_V100">
		<xsd:annotation>
			<xsd:documentation>Form 2439 - Notice to Shareholder of Undistributed Long-Term Capital Gains</xsd:documentation>
		</xsd:annotation>
		<xsd:complexContent>
			<xsd:extension base="ofx:AbstractTaxForm2439Type">
				<xsd:sequence>
					<xsd:element name="FISCALYEARBEGIN" type="ofx:DateTimeType" minOccurs="0"/>
					<xsd:element name="FISCALYEAREND" type="ofx:DateTimeType" minOccurs="0"/>
					<xsd:element name="RICREITADDR" type="ofx:Corporation2439AddressType" minOccurs="0"/>
					<xsd:element name="SHAREHOLDERADDR" type="ofx:Shareholder2439AddressType" minOccurs="0"/>
					<xsd:element name="RICREITID" type="ofx:GenericNameType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Identification number of RIC or REIT</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="SHAREHOLDERID" type="ofx:IdType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Shareholder’s identifying number</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="UNDISTLTCG" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1a. Total undistributed long-term capital gains</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="UNRECAP1250" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1b. Unrecaptured section 1250 gain</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="SEC1202GAIN" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1c. Section 1202 gain</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="COLLECTIBLESGAIN" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 1d. Collectibles (28%) gain</xsd:documentation>
						</xsd:annotation>
					</xsd:element>
					<xsd:element name="TAXPAID" type="ofx:AmountType" minOccurs="0">
						<xsd:annotation>
							<xsd:documentation>Box 2. Tax paid by the RIC or REIT on the box 1a gains</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>
    <TAX2439MSGSRSV1>
        <TAX2439TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX2439RS>
                <TAX2439_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <FISCALYEARBEGIN></FISCALYEARBEGIN>
                    <FISCALYEAREND></FISCALYEAREND>
                    <RICREITADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <CORPORATIONNAME1>Financial Data Exchange</CORPORATIONNAME1>
                    </RICREITADDR>
                    <SHAREHOLDERADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <SHAREHOLDERNAME1>Kris Q Public</SHAREHOLDERNAME1>
                    </SHAREHOLDERADDR>
                    <RICREITID>12-3456789</RICREITID>
                    <SHAREHOLDERID>xxx-xx-1234</SHAREHOLDERID>
                    <UNDISTLTCG>1100.00</UNDISTLTCG>
                    <UNRECAP1250>120.00</UNRECAP1250>
                    <SEC1202GAIN>130.00</SEC1202GAIN>
                    <COLLECTIBLESGAIN>140.00</COLLECTIBLESGAIN>
                    <TAXPAID>200.00</TAXPAID>
                </TAX2439_V100>
            </TAX2439RS>
        </TAX2439TRNRS>
    </TAX2439MSGSRSV1>
</OFX>

FDX JSON

{
  "tax2439" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax2439",
    "ricOrReitNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "ricOrReitTin" : "12-3456789",
    "shareholderNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "shareholderTin" : "xxx-xx-1234",
    "undistributedLongTermCapitalGains" : 1100.0,
    "unrecaptured1250Gain" : 120.0,
    "section1202Gain" : 130.0,
    "collectiblesGain" : 140.0,
    "taxPaid" : 200.0
  }
}

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