Tax5498_V100

OFX / Types / Tax5498_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 TRUSTEEADDR TrusteeAddressType
6 PARTICIPANTADDR ParticipantAddressType
7 TRUSTEEID GenericNameType
8 PARTICIPANTID IdType
9 ACCTNUM GenericNameType
10 IRACONTRIB AmountType
11 ROLLOVER AmountType
12 CONVERS AmountType
13 RECHAR AmountType
14 FMVACCT AmountType
15 LIFEINS AmountType
16 SEPCONT AmountType
17 SIMCONT AmountType
18 ROTHCONT AmountType
19 RMDNEXTYEAR BooleanType
20 RMDDATE DateTimeType
21 RMDAMOUNT AmountType
22 POSTPONE AmountType
23 POSWTPONEYEAR YearType
24 POSTPONECODE GenericNameType
25 REPAY AmountType
26 REPAYCODE GenericNameType
27 FMVSPECIFIED AmountType
28 SPECIFIEDCODE GenericNameType
29 IRA BooleanType
30 SEP BooleanType
31 SIMPLE BooleanType
32 ROTHIRA BooleanType
Usages:

FDX JSON

{
  "tax5498" : {
    "taxYear" : 2020,
    "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"
  }
}

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>
    <TAX5498MSGSRSV1>
        <TAX5498TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX5498RS>
                <TAX5498_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <CORRECTED>Y</CORRECTED>
                    <TRUSTEEADDR>
                        <ADDR1>4515 Eagle Rock Blvd</ADDR1>
                        <CITY>Los Angeles</CITY>
                        <STATE>CA</STATE>
                        <POSTALCODE>90027</POSTALCODE>
                        <PHONE>213-258-8227 x. 127</PHONE>
                        <TRUSTEENAME1>Issuer Name</TRUSTEENAME1>
                    </TRUSTEEADDR>
                    <PARTICIPANTADDR>
                        <ADDR1>200 N Grand</ADDR1>
                        <CITY>West Covina</CITY>
                        <STATE>CA</STATE>
                        <POSTALCODE>91791</POSTALCODE>
                        <PARTICIPANTNAME1>Participant Name</PARTICIPANTNAME1>
                    </PARTICIPANTADDR>
                    <TRUSTEEID>95-1234567</TRUSTEEID>
                    <PARTICIPANTID>444-44-4444</PARTICIPANTID>
                    <ACCTNUM>Account Number</ACCTNUM>
                    <IRACONTRIB>1000.00</IRACONTRIB>
                    <ROLLOVER>2000.00</ROLLOVER>
                    <CONVERS>3000.00</CONVERS>
                    <RECHAR>4000.00</RECHAR>
                    <FMVACCT>5000.00</FMVACCT>
                    <LIFEINS>6000.00</LIFEINS>
                    <SEPCONT>8000.00</SEPCONT>
                    <SIMCONT>9000.00</SIMCONT>
                    <ROTHCONT>10000.00</ROTHCONT>
                    <RMDNEXTYEAR>Y</RMDNEXTYEAR>
                    <RMDDATE>20190401</RMDDATE>
                    <RMDAMOUNT>1220.00</RMDAMOUNT>
                    <POSTPONE>1310.00</POSTPONE>
                    <POSWTPONEYEAR>2016</POSWTPONEYEAR>
                    <POSTPONECODE>P</POSTPONECODE>
                    <REPAY>1410.00</REPAY>
                    <REPAYCODE>A</REPAYCODE>
                    <FMVSPECIFIED>1510.00</FMVSPECIFIED>
                    <SPECIFIEDCODE>B</SPECIFIEDCODE>
                    <IRA>Y</IRA>
                    <SEP>Y</SEP>
                    <SIMPLE>Y</SIMPLE>
                    <ROTHIRA>Y</ROTHIRA>
                </TAX5498_V100>
            </TAX5498RS>
        </TAX5498TRNRS>
    </TAX5498MSGSRSV1>
</OFX>

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