5498 with QR Code

Example Form Data as JSON (Encoded to QR)
{
  "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"
  }
}

 

© Copyright 2021. All Rights Reserved.