5498 : IRA Contribution Information
FDX
FDX / Data Structures / Tax5498
Form 5498, IRA Contribution Information
Extends and inherits all fields from Tax
Tax5498 Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | issuerNameAddress | NameAddressPhone | Issuer's name, address, and phone |
| 2 | issuerTin | string | TRUSTEE'S or ISSUER'S TIN |
| 3 | participantTin | string | PARTICIPANT'S TIN |
| 4 | participantNameAddress | NameAddress | Participant's name and address |
| 5 | accountNumber | string | Account number |
| 6 | iraContributions | number (double) | Box 1, IRA contributions |
| 7 | rolloverContributions | number (double) | Box 2, Rollover contributions |
| 8 | rothIraConversion | number (double) | Box 3, Roth IRA conversion amount |
| 9 | recharacterizedContributions | number (double) | Box 4, Recharacterized contributions |
| 10 | fairMarketValue | number (double) | Box 5, Fair market value of account |
| 11 | lifeInsuranceCost | number (double) | Box 6, Life insurance cost included in box 1 |
| 12 | ira | boolean | Box 7a, IRA |
| 13 | sep | boolean | Box 7b, SEP |
| 14 | simple | boolean | Box 7c, SIMPLE |
| 15 | rothIra | boolean | Box 7d, ROTHIRA |
| 16 | sepContributions | number (double) | Box 8, SEP contributions |
| 17 | simpleContributions | number (double) | Box 9, SIMPLE contributions |
| 18 | rothIraContributions | number (double) | Box 10, Roth IRA contributions |
| 19 | rmdNextYear | boolean | Box 11, If checked, required minimum distribution for next year |
| 20 | rmdDate | DateString | Box 12a, RMD date |
| 21 | rmdAmount | number (double) | Box 12b, RMD amount |
| 22 | postponedContribution | number (double) | Box 13a, Postponed contribution |
| 23 | postponedYear | integer | Box 13b, Year |
| 24 | postponedCode | string | Box 13c, Code |
| 25 | repayments | number (double) | Box 14a, Repayments |
| 26 | repayCode | string | Box 14b, Code |
| 27 | fmvSpecifiedAssets | number (double) | Box 15a, FMV of certain specified assets |
| 28 | specifiedCodes | string | Box 15b, Code(s) |
Tax5498 Usage:
- TaxData tax5498
OFX
OFX / Types / Tax5498_V100
| # | Tag | Type |
|---|---|---|
| 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:
- Tax5498Response TAX5498_V100
FIRE
Under Development
TXF
The TXF standard does not support this form.