1098-Q : Qualifying Longevity Annuity Contract Information
FDX
FDX / Data Structures / Tax1098Q
Form 1098-Q, Qualifying Longevity Annuity Contract Information
Extends and inherits all fields from Tax
Tax1098Q Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | issuerNameAddress | NameAddressPhone | ISSUER's name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number |
| 2 | issuerTin | string | ISSUER's TIN |
| 3 | participantTin | string | PARTICIPANT'S TIN |
| 4 | participantNameAddress | NameAddress | PARTICIPANT'S name, street address (including apt. no.), city or town, state or province, country and ZIP or foreign postal code |
| 5 | accountNumber | string | Account number |
| 6 | planNumber | string | Plan number |
| 7 | planName | string | Plan name |
| 8 | planSponsorId | string | Plan sponsor's EIN |
| 9 | annuityAmount | number (double) | Box 1a, Annuity amount on start date |
| 10 | startDate | DateString | Box 1b, Annuity start date |
| 11 | canBeAccelerated | boolean | Box 2, Start date may be accelerated |
| 12 | totalPremiums | number (double) | Box 3, Total premiums |
| 13 | fairMarketValue | number (double) | Box 4, Fair market value of qualifying longevity annuity contract (FMV of QLAC) |
| 14 | premiums | Array of DateAmount | Box 5, Total monthly premiums paid for the contract and date of the last payment in the month |
Tax1098Q Usage:
- TaxData tax1098Q
OFX
The OFX standard does not support this form.
FIRE
Under Development
TXF
The TXF standard does not support this form.