Tax2439_V100
OFX / Types / Tax2439_V100
# | Tag | Type |
---|---|---|
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:
- Tax2439Response TAX2439_V100
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 } }