Tax1099INT_V100

OFX / Types / Tax1099INT_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 PAYERRTN GenericNameType
6 INTINCOME AmountType
7 ERLWITHPEN AmountType
8 INTUSBNDTRS AmountType
9 FEDTAXWH AmountType
10 INVESTEXP AmountType
11 FORTAXPD AmountType
12 FORINCOMEAMT AmountType
13 FORCNT GenericNameType
14 FORINCOME ForeignIncomeAggregate
15 TAXEXEMPTINT AmountType
16 ORIGSTATE OriginatingStateAggregate
17 SPECIFIEDPABINT AmountType
18 MARKETDISCOUNT AmountType
19 BONDPREMIUM AmountType
20 BONDPREMUSOBLIGATIONS AmountType
21 TEBONDPREMIUM AmountType
22 CUSIPNUM CusipType
23 STATECODE StateCodeType
24 STATEIDNUM IdType
25 STATETAXWHELD AmountType
26 ADDLSTATETAXWHAGG AddlStateTaxWheldAggregate
27 PAYERADDR PayerAddress
28 PAYERID GenericNameType
29 RECADDR RecipientAddress
30 RECID IdType
31 RECACCT GenericNameType
32 TINNOT BooleanType
33 FATCA BooleanType
Usages:

FDX JSON

{
  "tax1099Int" : {
    "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"
    },
    "foreignAccountTaxCompliance" : false,
    "accountNumber" : "111-5555555",
    "payerRtn" : "007007007",
    "interestIncome" : 1008.0,
    "earlyWithdrawalPenalty" : 2009.0,
    "usBondInterest" : 3010.0,
    "federalTaxWithheld" : 4011.0,
    "investmentExpenses" : 5012.0,
    "foreignTaxPaid" : 6013.0,
    "foreignCountry" : "Canada",
    "taxExemptInterest" : 8015.0,
    "specifiedPabInterest" : 9016.0,
    "marketDiscount" : 10017.0,
    "bondPremium" : 11018.0,
    "usBondPremium" : 12019.0,
    "taxExemptBondPremium" : 13020.0,
    "cusipNumber" : "CUSIP",
    "stateTaxWithholding" : [ {
      "stateTaxWithheld" : 17022.0,
      "state" : "NY",
      "stateTaxId" : "15-000022"
    } ]
  }
}

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>
                <TAX1099INT_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <PAYERRTN>007007007</PAYERRTN>
                    <INTINCOME>1008.00</INTINCOME>
                    <ERLWITHPEN>2009.00</ERLWITHPEN>
                    <INTUSBNDTRS>3010.00</INTUSBNDTRS>
                    <FEDTAXWH>4011.00</FEDTAXWH>
                    <INVESTEXP>5012.00</INVESTEXP>
                    <FORTAXPD>6013.00</FORTAXPD>
                    <FORCNT>Canada</FORCNT>
                    <TAXEXEMPTINT>8015.00</TAXEXEMPTINT>
                    <SPECIFIEDPABINT>9016.00</SPECIFIEDPABINT>
                    <MARKETDISCOUNT>10017.00</MARKETDISCOUNT>
                    <BONDPREMIUM>11018.00</BONDPREMIUM>
                    <BONDPREMUSOBLIGATIONS>12019.00</BONDPREMUSOBLIGATIONS>
                    <TEBONDPREMIUM>13020.00</TEBONDPREMIUM>
                    <CUSIPNUM>CUSIP</CUSIPNUM>
                    <ADDLSTATETAXWHAGG>
                        <STATECODE>NY</STATECODE>
                        <STATEIDNUM>15-000022</STATEIDNUM>
                        <STATETAXWHELD>17022.00</STATETAXWHELD>
                    </ADDLSTATETAXWHAGG>
                    <PAYERADDR>
                        <PAYERNAME1>Financial Data Exchange</PAYERNAME1>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Reston</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                        <PHONE>888-555-1212</PHONE>
                    </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>111-5555555</RECACCT>
                    <FATCA>N</FATCA>
                </TAX1099INT_V100>
            </TAX1099RS>
        </TAX1099TRNRS>
    </TAX1099MSGSRSV1>
</OFX>

OFX Tax Specification Page 28

OFX Tax Specification Page 29

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