Tax5498_V100

OFX / Types / Tax5498_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 TRUSTEEADDR TrusteeAddressType
6 PARTICIPANTADDR ParticipantAddressType
7 TRUSTEEID GenericNameType
8 PARTICIPANTID IdType
9 ACCTNUM GenericNameType
10 IRACONTRIB AmountType
11 ROLLOVER AmountType
12 CONVERS AmountType
13 RECHAR AmountType
14 FMVACCT AmountType
15 LIFEINS AmountType
16 SEPCONT AmountType
17 SIMCONT AmountType
18 ROTHCONT AmountType
19 RMDNEXTYEAR BooleanType
20 RMDDATE DateTimeType
21 RMDAMOUNT AmountType
22 POSTPONE AmountType
23 POSWTPONEYEAR YearType
24 POSTPONECODE GenericNameType
25 REPAY AmountType
26 REPAYCODE GenericNameType
27 FMVSPECIFIED AmountType
28 SPECIFIEDCODE GenericNameType
29 IRA BooleanType
30 SEP BooleanType
31 SIMPLE BooleanType
32 ROTHIRA BooleanType
Usages:
XSD
    <xsd:complexType name="Tax5498_V100">
        <xsd:annotation>
            <xsd:documentation>Form 5498 - IRA Contribution Information</xsd:documentation>
        </xsd:annotation>

        <xsd:complexContent>
            <xsd:extension base="ofx:AbstractTaxForm5498Type">

        <xsd:sequence>

            <xsd:element name="TRUSTEEADDR" type="ofx:TrusteeAddressType" minOccurs="0"/>
            <xsd:element name="PARTICIPANTADDR" type="ofx:ParticipantAddressType" minOccurs="0"/>


            <xsd:element name="TRUSTEEID" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>TRUSTEE's or ISSUER’S federal identification number</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="PARTICIPANTID" type="ofx:IdType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>PARTICIPANT's social security 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="IRACONTRIB" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 1. IRA contributions</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="ROLLOVER" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 2. Rollover contributions</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="CONVERS" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 3. Roth IRA conversion amount</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="RECHAR" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 4. Recharacterized contributions</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="FMVACCT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 5. Fair market value of account</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="LIFEINS" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 6. Life insurance cost included in box 1</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="SEPCONT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 8. SEP contributions</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="SIMCONT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 9. SIMPLE contributions</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="ROTHCONT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 10. Roth IRA contributions</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="RMDNEXTYEAR" type="ofx:BooleanType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 11. If checked, required minimum distribution for 2018</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="RMDDATE" type="ofx:DateTimeType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 12a. RMD date</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="RMDAMOUNT" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 12b. RMD amount</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="POSTPONE" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 13a. Postponed contribution</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="POSWTPONEYEAR" type="ofx:YearType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 13b. Year</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="POSTPONECODE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 13c. Code</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="REPAY" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 14a. Repayments</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="REPAYCODE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 14b. Code</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="FMVSPECIFIED" type="ofx:AmountType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 15a. FMV of certain specified assets</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:element name="SPECIFIEDCODE" type="ofx:GenericNameType" minOccurs="0">
                <xsd:annotation>
                    <xsd:documentation>Box 15b. Code(s)</xsd:documentation>
                </xsd:annotation>
            </xsd:element>

            <xsd:choice>
                <xsd:element name="IRA" type="ofx:BooleanType" minOccurs="0">
                    <xsd:annotation>
                        <xsd:documentation>Box 7a. IRA</xsd:documentation>
                    </xsd:annotation>
                </xsd:element>
                <xsd:element name="SEP" type="ofx:BooleanType" minOccurs="0">
                    <xsd:annotation>
                        <xsd:documentation>Box 7b. SEP</xsd:documentation>
                    </xsd:annotation>
                </xsd:element>
                <xsd:element name="SIMPLE" type="ofx:BooleanType" minOccurs="0">
                    <xsd:annotation>
                        <xsd:documentation>Box 7c. SIMPLE</xsd:documentation>
                    </xsd:annotation>
                </xsd:element>
                <xsd:element name="ROTHIRA" type="ofx:BooleanType" minOccurs="0">
                    <xsd:annotation>
                        <xsd:documentation>Box 7d. ROTHIRA</xsd:documentation>
                    </xsd:annotation>
                </xsd:element>
            </xsd:choice>

        </xsd:sequence>

           </xsd:extension>        
        </xsd:complexContent>

    </xsd:complexType>

FDX JSON

{
  "tax5498" : {
    "taxYear" : 2020,
    "taxFormDate" : "2021-03-30",
    "additionalInformation" : "FDX v4.6",
    "taxFormType" : "Tax5498",
    "issuerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "issuerTin" : "12-3456789",
    "participantTin" : "xxx-xx-1234",
    "participantNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "accountNumber" : "12-3456789",
    "iraContributions" : 1000.0,
    "rolloverContributions" : 200.0,
    "rothIraConversion" : 300.0,
    "recharacterizedContributions" : 400.0,
    "fairMarketValue" : 5000.0,
    "lifeInsuranceCost" : 600.0,
    "ira" : true,
    "sepContributions" : 800.0,
    "simpleContributions" : 900.0,
    "rothIraContributions" : 1000.0,
    "rmdNextYear" : true,
    "rmdDate" : "2020-04-01",
    "rmdAmount" : 1220.0,
    "postponedContribution" : 1310.0,
    "postponedYear" : 2017,
    "postponedCode" : "P",
    "repayments" : 141.0,
    "repayCode" : "A",
    "fmvSpecifiedAssets" : 151.0,
    "specifiedCodes" : "B"
  }
}

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>
    <TAX5498MSGSRSV1>
        <TAX5498TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX5498RS>
                <TAX5498_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <TRUSTEEADDR>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Reston</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                        <TRUSTEENAME1>Financial Data Exchange</TRUSTEENAME1>
                    </TRUSTEEADDR>
                    <PARTICIPANTADDR>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                        <PARTICIPANTNAME1>Kris Q Public</PARTICIPANTNAME1>
                    </PARTICIPANTADDR>
                    <TRUSTEEID>12-3456789</TRUSTEEID>
                    <PARTICIPANTID>xxx-xx-1234</PARTICIPANTID>
                    <ACCTNUM>12-3456789</ACCTNUM>
                    <IRACONTRIB>1000.00</IRACONTRIB>
                    <ROLLOVER>200.00</ROLLOVER>
                    <CONVERS>300.00</CONVERS>
                    <RECHAR>400.00</RECHAR>
                    <FMVACCT>5000.00</FMVACCT>
                    <LIFEINS>600.00</LIFEINS>
                    <SEPCONT>800.00</SEPCONT>
                    <SIMCONT>900.00</SIMCONT>
                    <ROTHCONT>1000.00</ROTHCONT>
                    <RMDNEXTYEAR>Y</RMDNEXTYEAR>
                    <RMDDATE>20200401</RMDDATE>
                    <RMDAMOUNT>1220.00</RMDAMOUNT>
                    <POSTPONE>1310.00</POSTPONE>
                    <POSWTPONEYEAR>2017</POSWTPONEYEAR>
                    <POSTPONECODE>P</POSTPONECODE>
                    <REPAY>141.00</REPAY>
                    <REPAYCODE>A</REPAYCODE>
                    <FMVSPECIFIED>151.00</FMVSPECIFIED>
                    <SPECIFIEDCODE>B</SPECIFIEDCODE>
                    <IRA>Y</IRA>
                </TAX5498_V100>
            </TAX5498RS>
        </TAX5498TRNRS>
    </TAX5498MSGSRSV1>
</OFX>

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