Tax Documents

 

Tax1099R

 

FDX Data Structure as JSON
{
  "tax1099R" : {
    "taxYear" : 0,
    "corrected" : true,
    "accountId" : "",
    "taxFormId" : "",
    "taxFormDate" : "2020-07-01",
    "description" : "string",
    "additionalInformation" : "string",
    "taxFormType" : "BusinessIncomeStatement",
    "attributes" : [ {
      "name" : "string",
      "value" : "string",
      "boxNumber" : "string",
      "code" : "string"
    } ],
    "error" : {
      "code" : "string",
      "message" : "string"
    },
    "payerNameAddress" : {
      "line1" : "String64",
      "line2" : "String64",
      "line3" : "String64",
      "city" : "String64",
      "state" : "String64",
      "postalCode" : "string",
      "country" : "AD",
      "name1" : "String64",
      "name2" : "String64",
      "phone" : {
        "type" : "HOME",
        "country" : "string",
        "number" : "string",
        "extension" : "string"
      }
    },
    "payerTin" : "string",
    "recipientTin" : "string",
    "recipientNameAddress" : {
      "line1" : "String64",
      "line2" : "String64",
      "line3" : "String64",
      "city" : "String64",
      "state" : "String64",
      "postalCode" : "string",
      "country" : "AD",
      "name1" : "String64",
      "name2" : "String64"
    },
    "allocableToIRR" : 0.0,
    "firstYearOfRoth" : 0,
    "foreignAccountTaxCompliance" : true,
    "recipientAccountNumber" : "string",
    "dateOfPayment" : "2020-07-01",
    "grossDistribution" : 0.0,
    "taxableAmount" : 0.0,
    "taxableAmountNotDetermined" : true,
    "totalDistribution" : true,
    "capitalGain" : 0.0,
    "federalTaxWithheld" : 0.0,
    "employeeContributions" : 0.0,
    "netUnrealizedAppreciation" : 0.0,
    "distributionCodes" : [ "A" ],
    "iraSepSimple" : true,
    "otherAmount" : 0.0,
    "otherPercent" : 0.0,
    "yourPercentOfTotal" : 0.0,
    "totalEmployeeContributions" : 0.0,
    "stateTaxWithholding" : [ {
      "stateTaxWithheld" : 0.0,
      "state" : "string",
      "stateTaxId" : "string",
      "stateIncome" : 0.0
    } ],
    "localTaxWithholding" : [ {
      "localTaxWithheld" : 0.0,
      "localityName" : "string",
      "state" : "string",
      "localIncome" : 0.0
    } ]
  }
}
FDX / Data Structures / Tax1099R
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Extends and inherits all fields from Tax  
Tax1099R Properties
#IdTypeDescription
1payerNameAddressNameAddressPhonePayer's name, address, and phone
2payerTinstringPAYER'S TIN
3recipientTinstringRECIPIENT'S TIN
4recipientNameAddressNameAddressRecipient's name and address
5allocableToIRRnumber (double)Box 10, Amount allocable to IRR within 5 years
6firstYearOfRothintegerBox 11, First year of designated Roth
7foreignAccountTaxCompliancebooleanFATCA filing requirement
8recipientAccountNumberstringAccount number
9dateOfPaymentDateStringDate of payment
10grossDistributionnumber (double)Box 1, Gross distribution
11taxableAmountnumber (double)Box 2a, Taxable amount
12taxableAmountNotDeterminedbooleanBox 2b, Taxable amount not determined
13totalDistributionbooleanBox 2c, Total distribution
14capitalGainnumber (double)Box 3, Capital gain
15federalTaxWithheldnumber (double)Box 4, Federal income tax withheld
16employeeContributionsnumber (double)Box 5, Employee contributions
17netUnrealizedAppreciationnumber (double)Box 6, Net unrealized appreciation
18distributionCodesArray of stringBox 7, Distribution codes
19iraSepSimplebooleanBox 7b, IRA/SEP/SIMPLE
20otherAmountnumber (double)Box 8, Other
21otherPercentnumber (double)Box 8, Other percent
22yourPercentOfTotalnumber (double)Box 9a, Your percent of total distribution
23totalEmployeeContributionsnumber (double)Box 9b, Total employee contributions
24stateTaxWithholdingArray of StateTaxWithholdingBoxes 12-14, State tax withholding
25localTaxWithholdingArray of LocalTaxWithholdingBoxes 15-17, Local tax withholding
Tax1099R Usage:
Example Form JSON
{
  "tax1099R" : {
    "taxYear" : 2020,
    "payerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "country" : "US",
      "name1" : "Financial Data Exchange",
      "phone" : {
        "number" : "8885551212"
      }
    },
    "payerTin" : "12-3456789",
    "recipientTin" : "xxx-xx-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "country" : "US",
      "name1" : "Kris Q Public"
    },
    "allocableToIRR" : 1000.0,
    "firstYearOfRoth" : 2012,
    "recipientAccountNumber" : "111-23456",
    "dateOfPayment" : "2020-04-01",
    "grossDistribution" : 100000.0,
    "taxableAmount" : 21000.0,
    "totalDistribution" : true,
    "capitalGain" : 3000.0,
    "federalTaxWithheld" : 4000.0,
    "employeeContributions" : 5000.0,
    "netUnrealizedAppreciation" : 6000.0,
    "distributionCodes" : [ "A" ],
    "iraSepSimple" : true,
    "totalEmployeeContributions" : 9200.0,
    "stateTaxWithholding" : [ {
      "stateTaxWithheld" : 1400.0,
      "state" : "NY",
      "stateTaxId" : "State Id",
      "stateIncome" : 16000.0
    } ]
  }
}
Example Form JSON as QR Code

 

 

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