Tax1099B_V100

OFX / Types / Tax1099B_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 DTSALE DateTimeType
6 CUSIPNUM CusipType
7 STKBND StocksBonds
8 BARTERING AmountType
9 FEDTAXWH AmountType
10 DSCR ShortMessageType
11 PROFIT AmountType
12 UNRELPROFITPREV AmountType
13 UNRELPROFIT AmountType
14 AGGPROFIT AmountType
15 EXTDBINFO_V100 ExtendedBInfo_V100
16 PAYERADDR PayerAddress
17 PAYERID GenericNameType
18 RECADDR RecipientAddress
19 RECID IdType
20 RECACCT GenericNameType
21 TINNOT BooleanType
Usages:

FDX JSON

{
  "tax1099B" : {
    "taxYear" : 2020,
    "payerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "name1" : "Financial Data Exchange"
    },
    "payerTin" : "12-3456789",
    "recipientTin" : "XXX-XX-1234",
    "recipientNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Kris Q. Public"
    },
    "accountNumber" : "123-1234567",
    "securityDetails" : [ {
      "checkboxOnForm8949" : "A",
      "securityName" : "Xerox",
      "numberOfShares" : 100.0,
      "dateAcquired" : "2019-07-01",
      "dateOfSale" : "2020-12-01",
      "salesPrice" : 1400.0,
      "costBasis" : 1500.0,
      "washSaleLossDisallowed" : 140.0,
      "longOrShort" : "LONG",
      "grossOrNet" : "NET",
      "basisReported" : true
    } ]
  }
}

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>
    <TAX1099MSGSRSV1>
        <TAX1099TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1099RS>
                <TAX1099B_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <BARTERING></BARTERING>
                    <FEDTAXWH></FEDTAXWH>
                    <PROFIT></PROFIT>
                    <UNRELPROFITPREV></UNRELPROFITPREV>
                    <UNRELPROFIT></UNRELPROFIT>
                    <AGGPROFIT></AGGPROFIT>
                    <EXTDBINFO_V100>
                        <PROCDET_V100>
                            <FORM8949CODE>A</FORM8949CODE>
                            <DTAQD>20190701</DTAQD>
                            <DTSALE>20201201</DTSALE>
                            <SECNAME>Xerox</SECNAME>
                            <NUMSHRS>100.00</NUMSHRS>
                            <COSTBASIS>1500.00</COSTBASIS>
                            <SALESPR>1400.00</SALESPR>
                            <ACCRUEDMKTDISCOUNT>nu</ACCRUEDMKTDISCOUNT>
                            <FEDTAXWH>nu</FEDTAXWH>
                            <WASHSALELOSSDISALLOWED>140.00</WASHSALELOSSDISALLOWED>
                        </PROCDET_V100>
                    </EXTDBINFO_V100>
                    <PAYERADDR>
                        <PAYERNAME1>Financial Data Exchange</PAYERNAME1>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <CITY>Reston</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                    </PAYERADDR>
                    <PAYERID>12-3456789</PAYERID>
                    <RECADDR>
                        <RECNAME1>Kris Q. Public</RECNAME1>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                    </RECADDR>
                    <RECID>XXX-XX-1234</RECID>
                    <RECACCT>123-1234567</RECACCT>
                </TAX1099B_V100>
            </TAX1099RS>
        </TAX1099TRNRS>
    </TAX1099MSGSRSV1>
</OFX>

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