Tax5498_V100

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>

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>Prescott</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>

FDX JSON

{
  "tax5498" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax5498",
    "issuerNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "line2" : "Suite 230",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Tax Form Issuer, Inc",
      "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"
  }
}