Tax5227K1_V100

XSD

	<xsd:complexType name="Tax5227K1_V100">
		<xsd:annotation>
			<xsd:documentation>This OFX type "Tax5227K1_V100" is defined on "Tax1041K1_V100". New TY20</xsd:documentation>
		</xsd:annotation>
		<xsd:complexContent>
			<xsd:extension base="ofx:Tax1041K1_V100"/>
		</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>
    <TAXK1MSGSRSV1>
        <TAXK1TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAXK1RS>
                <TAX5227K1_V100>
                    <SRVRTID>e5d4ee73bd1-9295-480f-a426-1041-K1</SRVRTID>
                    <TAXYEAR>2020</TAXYEAR>
                    <FINALK1>Y</FINALK1>
                    <ESTATETRUSTNAME>American People's Trust</ESTATETRUSTNAME>
                    <ESTATETRUSTEIN>12-3456789</ESTATETRUSTEIN>
                    <FIDUCIARYINFO>
                        <NAME>American People Corp.</NAME>
                        <ADDR1>1718-1/2 Oak Blvd</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Austin</CITY>
                        <STATE>TX</STATE>
                        <POSTALCODE>78735</POSTALCODE>
                    </FIDUCIARYINFO>
                    <WASFILEDFORM1041T>Y</WASFILEDFORM1041T>
                    <DATEFILEDFORM1041T>20200501</DATEFILEDFORM1041T>
                    <ISFINAL1041T>Y</ISFINAL1041T>
                    <BENEFICIARYID>xxx-xx-1234</BENEFICIARYID>
                    <BENEFICIARYINFO>
                        <NAME>Kris Q. Public</NAME>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                    </BENEFICIARYINFO>
                    <DOMESTICBENEFICIARY>Y</DOMESTICBENEFICIARY>
                    <INTERESTINCOME>1013.00</INTERESTINCOME>
                    <ORDINARYDIVIDEND>2014.00</ORDINARYDIVIDEND>
                    <QUALIFIEDDIVIDEND>2015.00</QUALIFIEDDIVIDEND>
                    <NETSTCAPITALGAIN>3016.00</NETSTCAPITALGAIN>
                    <NETLTCAPITALGAIN>4017.00</NETLTCAPITALGAIN>
                    <RATEGAIN28>4018.00</RATEGAIN28>
                    <UNRECAP1250GAIN>4019.00</UNRECAP1250GAIN>
                    <OTHERPORTFOLIOINCOME>5020.00</OTHERPORTFOLIOINCOME>
                    <ORDINARYBUSINESSINC>6021.00</ORDINARYBUSINESSINC>
                    <NETRENTALREINCOME>7022.00</NETRENTALREINCOME>
                    <OTHERRENTALINCOME>8023.00</OTHERRENTALINCOME>
                    <APPORTIONDEDUCTIONS>
                        <K1CODE>A</K1CODE>
                        <AMOUNT>9024.00</AMOUNT>
                    </APPORTIONDEDUCTIONS>
                    <ESTATETAXDEDUCTION>10025.00</ESTATETAXDEDUCTION>
                    <FINALYRDEDUCTIONS>
                        <K1CODE>B</K1CODE>
                        <AMOUNT>11026.00</AMOUNT>
                    </FINALYRDEDUCTIONS>
                    <FINALYRDEDUCTIONS>
                        <K1CODE>C</K1CODE>
                        <AMOUNT>11026.00</AMOUNT>
                    </FINALYRDEDUCTIONS>
                    <AMTITEMS>
                        <K1CODE>D</K1CODE>
                        <AMOUNT>12028.00</AMOUNT>
                    </AMTITEMS>
                    <CREDITS>
                        <K1CODE>E</K1CODE>
                        <AMOUNT>13030.00</AMOUNT>
                    </CREDITS>
                    <OTHERINFO>
                        <K1CODE>G</K1CODE>
                        <AMOUNT>14031.00</AMOUNT>
                    </OTHERINFO>
                    <OTHERINFO>
                        <K1CODE>H</K1CODE>
                        <AMOUNT>14031.00</AMOUNT>
                    </OTHERINFO>
                    <FISCALYEARBEGIN>20200101</FISCALYEARBEGIN>
                    <FISCALYEAREND>20201231</FISCALYEAREND>
                </TAX5227K1_V100>
            </TAXK1RS>
        </TAXK1TRNRS>
    </TAXK1MSGSRSV1>
</OFX>

FDX JSON

{
  "tax5227K1" : {
    "taxYear" : 2022,
    "taxFormId" : "e5d4ee73bd1-9295-480f-a426-1041-K1",
    "taxFormDate" : "2021-02-01",
    "taxFormType" : "Tax5227K1",
    "finalK1" : true,
    "fiscalYearBegin" : "2020-01-01",
    "fiscalYearEnd" : "2020-12-31",
    "trustTin" : "12-3456789",
    "trustName" : "American People's Trust",
    "form1041T" : true,
    "date1041T" : "2020-05-01",
    "final1041" : true,
    "beneficiaryTin" : "xxx-xx-1234",
    "domestic" : true,
    "interestIncome" : 1013.0,
    "ordinaryDividends" : 2014.0,
    "qualifiedDividends" : 2015.0,
    "netShortTermGain" : 3016.0,
    "netLongTermGain" : 4017.0,
    "gain28Rate" : 4018.0,
    "unrecaptured1250Gain" : 4019.0,
    "otherPortfolioIncome" : 5020.0,
    "ordinaryBusinessIncome" : 6021.0,
    "netRentalRealEstateIncome" : 7022.0,
    "otherRentalIncome" : 8023.0,
    "directlyApportionedDeductions" : [ {
      "code" : "A",
      "amount" : 9024.0
    } ],
    "estateTaxDeduction" : 10025.0,
    "finalYearDeductions" : [ {
      "code" : "B",
      "amount" : 11026.0
    }, {
      "code" : "C",
      "amount" : 11026.0
    } ],
    "fiduciaryNameAddress" : {
      "line1" : "1718-1/2 Oak Blvd",
      "line2" : "Suite 230",
      "city" : "Austin",
      "state" : "TX",
      "postalCode" : "78735",
      "name1" : "American People Corp."
    },
    "amtAdjustments" : [ {
      "code" : "D",
      "amount" : 12028.0
    } ],
    "beneficiaryNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Kris Q. Public"
    },
    "credits" : [ {
      "code" : "E",
      "amount" : 13030.0
    } ],
    "otherInfo" : [ {
      "code" : "G",
      "amount" : 14031.0
    }, {
      "code" : "H",
      "amount" : 14031.0
    } ]
  }
}