Tax5498TA_V100

OFX / Types / Tax5498TA_V100

Tax5498TA_V100

#TagDescriptionType
1 TRUSTEEADDR Trustee name and address TrusteeAddressType
2 BENEFICIARYTADDR Beneficiary name and address ParticipantAddressType
3 TRUSTEEID TRUSTEE's or ISSUER’S federal identification number GenericNameType
4 BENEFICIARYID BENEFICIARY's social security number IdType
5 ACCTNUM Account number GenericNameType
6 PILOTGENERALCONTRIB Box 1. Pilot program and qualified general contributions AmountType
7 QUALROLLOVER Box 2. Qualified rollover contributions AmountType
8 SEC128EMPLOYERCONT Box 3. Section 128 employer contributions AmountType
9 OTHERCONT Box 4. Other contributions AmountType
10 BASISINVESTCONTRACT Box 5. Basis or investment in the contract AmountType
11 FMVACCT Box 6. FMV of account AmountType
Usages:
  1. Tax5498Response TAX5498TA_V100
https://storage.googleapis.com/taxdochub-forms-png-trimmed/2026/Tax5498Ta.recipient.png

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