Tax1099R_V100

OFX / Types / Tax1099R_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 GROSSDIST AmountType
6 TAXAMT AmountType
7 TAXAMTND BooleanType
8 TOTALDIST BooleanType
9 CAPGAIN AmountType
10 FEDTAXWH AmountType
11 EMPCONTINS AmountType
12 NETUNAPEMP AmountType
13 DISTCODE CharType
14 IRASEPSIMP BooleanType
15 ANNCTRCTDIST AmountType
16 ANNCTRCTPER RateType
17 PERTOTDIST RateType
18 TOTEMPCONT AmountType
19 AMTALLOCABLEIRR AmountType
20 FIRSTYEARDESIGROTH YearType
21 STTAXWHAGG StateTaxWithheldAggregate
22 LCLTAXWHAGG LocalTaxWithheldAggregate
23 PAYERADDR PayerAddress
24 PAYERID GenericNameType
25 RECADDR RecipientAddress
26 RECID IdType
27 RECACCT GenericNameType
28 FATCA BooleanType
29 DTBENEFITPMT DateTimeType
Usages:

FDX 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
    } ]
  }
}

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>
                <TAX1099R_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <CORRECTED>Y</CORRECTED>
                    <GROSSDIST>100000.00</GROSSDIST>
                    <TAXAMT>21000.00</TAXAMT>
                    <TAXAMTND>Y</TAXAMTND>
                    <TOTALDIST>Y</TOTALDIST>
                    <CAPGAIN>3000.00</CAPGAIN>
                    <FEDTAXWH>4000.00</FEDTAXWH>
                    <EMPCONTINS>5000.00</EMPCONTINS>
                    <NETUNAPEMP>6000.00</NETUNAPEMP>
                    <DISTCODE>A</DISTCODE>
                    <IRASEPSIMP>Y</IRASEPSIMP>
                    <ANNCTRCTDIST>810.00</ANNCTRCTDIST>
                    <ANNCTRCTPER>82.00</ANNCTRCTPER>
                    <PERTOTDIST>91.00</PERTOTDIST>
                    <TOTEMPCONT>9200.00</TOTEMPCONT>
                    <AMTALLOCABLEIRR>1000.00</AMTALLOCABLEIRR>
                    <FIRSTYEARDESIGROTH>2000</FIRSTYEARDESIGROTH>
                    <STTAXWHAGG>
                        <AMOUNT>1400.00</AMOUNT>
                        <PAYERSTATE>UT</PAYERSTATE>
                        <PAYERSTID>State Id</PAYERSTID>
                        <STDIST>1600.00</STDIST>
                    </STTAXWHAGG>
                    <LCLTAXWHAGG>
                        <AMOUNT>170.00</AMOUNT>
                        <NAMELCL>Local</NAMELCL>
                        <LCLDIST>190.00</LCLDIST>
                    </LCLTAXWHAGG>
                    <PAYERADDR>
                        <PAYERNAME1>Payer Name</PAYERNAME1>
                        <ADDR1>8123 West River Rd</ADDR1>
                        <CITY>Riverton</CITY>
                        <STATE>UT</STATE>
                        <POSTALCODE>84065</POSTALCODE>
                        <PHONE>801-555-1212 x. 1234</PHONE>
                    </PAYERADDR>
                    <PAYERID>55-1234567</PAYERID>
                    <RECADDR>
                        <RECNAME1>Recipient Name</RECNAME1>
                        <ADDR1>1660 West 3640 South</ADDR1>
                        <CITY>Saint George</CITY>
                        <STATE>UT</STATE>
                        <POSTALCODE>84790</POSTALCODE>
                    </RECADDR>
                    <RECID>444-44-4444</RECID>
                    <RECACCT>Account Number</RECACCT>
                    <FATCA>Y</FATCA>
                    <DTBENEFITPMT>20200401</DTBENEFITPMT>
                </TAX1099R_V100>
            </TAX1099RS>
        </TAX1099TRNRS>
    </TAX1099MSGSRSV1>
</OFX>

OFX Tax Specification Page 18

OFX Tax Specification Page 19

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