Tax5498_V100
OFX / Types / Tax5498_V100
| # | Tag | Type |
|---|---|---|
| 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:
- Tax5498Response 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"
}
}