ProceedDescription_V100
OFX / Types / ProceedDescription_V100
The OFX element "PROCDET_V100" is of type "ProceedDescription_V100"
| # | Tag | Description | Type |
|---|---|---|---|
| 1 | FORM8949CODE | CharType | |
| 2 | DTAQD | DateTimeType | |
| 3 | DTVAR | BooleanType | |
| 4 | DTSALE | DateTimeType | |
| 5 | SECNAME | SecurityNameType | |
| 6 | CUSIPNUM | Added here for TY2025 for both 1099-B and 1099-DA | CusipType |
| 7 | SALEDESCRIPTION | anonymous simple type | |
| 8 | NUMSHRS | AmountType | |
| 9 | COSTBASIS | AmountType | |
| 10 | SALESPR | AmountType | |
| 11 | ACCRUEDMKTDISCOUNT | Code D, a Form 1099-B showing accrued market discount in box 1f. Note: The amount of the adjustment might not be the same as the amount of the discount. New TY16 | AmountType |
| 12 | LONGSHORT | LongShortEnum | |
| 13 | EXPIREDOPTION | Description: Types of expired stock option. New TY21 | ExpiredOptionEnum |
| 14 | INVESTMENTSALETYPE | Description: Types of Investment Transactions. New TY21 | InvestmentSaleTypeEnum |
| 15 | ORDINARY | New TY16 | BooleanType |
| 16 | SALECODE | REMOVED FROM TY16 form - OBSOLETE | anonymous simple type |
| 17 | WASHSALE | BooleanType | |
| 18 | FEDTAXWH | AmountType | |
| 19 | WASHSALELOSSDISALLOWED | Code W, a nondeductible loss from a wash sale | AmountType |
| 20 | ADJUSTMENTAMT | REMOVED FROM FORM TY16 | AmountType |
| 21 | NONCOVEREDSECURITY | BooleanType | |
| 22 | LOSSNOTALLOWED | BooleanType | |
| 23 | BASISNOTSHOWN | Use when supplying cost basis for a non-covered security and NOT reporting on the 1099B | BooleanType |
| 24 | FORM1099BNOTRECEIVED | BooleanType | |
| 25 | COLLECTIBLE | Code C flag, disposed of collectibles (see the Schedule D instructions). New TY16 | BooleanType |
| 26 | MULTIPLETRAN | Code M flag, report multiple transactions on a single row as described in Exception 2 or Special provision for certain corporations, partnerships, securities dealers, and other qualified entities under Exceptions to reporting each transaction on a separate row. Note: When ProceedSummary_V100 used, this code is implied. Added TY19 | BooleanType |
| 27 | INCORRECTGAINTYPE | Code T flag, received a Form 1099-B (or substitute statement) and the type of gain or (loss) shown in box 2 is incorrect. Added TY19 | BooleanType |
| 28 | INCORRECTCOSTBASIS | Code B flag, received a Form 1099-B (or substitute statement) and the basis shown in box 1e is incorrect. Added TY19 | BooleanType |
| 29 | COSTBASISADJ | Adjustment amount for code B. Added TY19 | AmountType |
| 30 | CORRECTEDCOSTBASIS | Corrected cost basis. May be supplied in lieu of COSTBASISADJ. If both COSTBASISADJ and CORRECTEDCOSTBASIS are supplied, COSTBASIS plus COSTBASISADJ should equal CORRECTEDCOSTBASIS. Added TY20 | AmountType |
| 31 | EXPENSEADJ | Code E, received a Form 1099-B or 1099-S (or substitute statement) for a transaction and there are selling expenses or option premiums that aren't reflected on the form or statement by an adjustment to either the proceeds or basis shown. Added TY19 | AmountType |
| 32 | HOMESALEADJ | Code H, sold or exchanged main home at a gain, must report the sale or exchange on Part II of Form 8949 (as explained in Sale of Your Home in the Instructions for Schedule D (Form 1040)), and can exclude some or all of the gain. Added TY19 | AmountType |
| 33 | OTHERNDLOSSADJ | Code L, a nondeductible loss other than a loss indicated by code W. Added TY19 | AmountType |
| 34 | NOMINEEADJ | Code N, received a Form 1099-B or 1099-S (or substitute statement) as a nominee for the actual owner of the property. Added TY19 | AmountType |
| 35 | OTHERADJ | Code O, Adjustment not explained by any other adjustment type. Comment updated TY21 | AmountType |
| 36 | QUALSMBSTOCKADJ | Code Q, sold or exchanged qualified small business stock and can exclude part of the gain. Added TY19 | AmountType |
| 37 | ROLLOVERADJ | Code R, electing to postpone all or part of your gain under the rules explained in the Schedule D instructions for any rollover of gain (for example, rollover of gain from QSB stock). Added TY19 | AmountType |
| 38 | S1244MAXADJ | Code S, had a loss from the sale, exchange, or worthlessness of small business (section 1244) stock and the total loss is more than the maximum amount that can be treated as an ordinary loss. Added TY19 | AmountType |
| 39 | DCQCAADJ | Code X, can exclude all or part of your gain under the rules explained in the Schedule D instructions for DC Zone assets or qualified community assets. Added TY19 | AmountType |
| 40 | QOFADJ | Code Z, electing to postpone all or part of your gain under the rules explained in the Schedule D instructions for investments in QO Fund(s). Added TY19 | AmountType |
| 41 | TOTALADJ | Total of adjustments to be reported on Form 8949, column (g), Amount of adjustment. Recommended for use when ADJCODES contains codes that indicate amounts (i.e. other than codes M and T). Added TY20 | AmountType |
| 42 | ADJCODES | String of code(s) to be reported on Form 8949, column (f), code(s) from instructions. When containing codes that indicate amounts (i.e. other than codes M and T), enter the total in TOTALADJ. Possible codes include B T N H D Q X R W L E S C M O and Z. See https://www.irs.gov/instructions/i8949 for list of codes. Added TY20 | ProceedsSummaryAdjustmentCodeType |
| 43 | QOF | Qualified Opportunity Fund flag. New TY19. | BooleanType |
| 44 | STATECODE | 2 DIGIT STATE CODE | StateCodeType |
| 45 | STATEIDNUM | PAYER STATE ID NUMBER | IdType |
| 46 | STATETAXWHELD | AmountType | |
| 47 | STATECODE2 | STATE CODE (2) | StateCodeType |
| 48 | STATEIDNUM2 | PAYER STATE ID NUMBER(2) | IdType |
| 49 | STATETAXWHELD2 | STATE TX WHELD (2) | AmountType |
| 50 | ADDLSTATETAXWHAGG | For additional states beyond 1 and 2. Cleanup TY19. | AddlStateTaxWheldAggregate |
| 51 | FATCA | New TY16 | BooleanType |
| 52 | SBGROS | Cleanup TY19. | BooleanType |
| 53 | SBGROSLESS | Cleanup TY19. | BooleanType |
Usages:
- DigitalAssetDetail_V100 PROCDET_V100
- ExtendedBInfo_V100 PROCDET_V100