5498 : IRA Contribution Information

 

FDX / Data Structures / Tax5498
Form 5498, IRA Contribution Information
Extends and inherits all fields from Tax  
Tax5498 Properties
#IdTypeDescription
1issuerNameAddressNameAddressPhoneIssuer's name, address, and phone
2issuerTinstringTRUSTEE'S or ISSUER'S TIN
3participantTinstringPARTICIPANT'S TIN
4participantNameAddressNameAddressParticipant's name and address
5accountNumberstringAccount number
6iraContributionsnumber (double)Box 1, IRA contributions
7rolloverContributionsnumber (double)Box 2, Rollover contributions
8rothIraConversionnumber (double)Box 3, Roth IRA conversion amount
9recharacterizedContributionsnumber (double)Box 4, Recharacterized contributions
10fairMarketValuenumber (double)Box 5, Fair market value of account
11lifeInsuranceCostnumber (double)Box 6, Life insurance cost included in box 1
12irabooleanBox 7a, IRA
13sepbooleanBox 7b, SEP
14simplebooleanBox 7c, SIMPLE
15rothIrabooleanBox 7d, ROTHIRA
16sepContributionsnumber (double)Box 8, SEP contributions
17simpleContributionsnumber (double)Box 9, SIMPLE contributions
18rothIraContributionsnumber (double)Box 10, Roth IRA contributions
19rmdNextYearbooleanBox 11, If checked, required minimum distribution for next year
20rmdDateDateStringBox 12a, RMD date
21rmdAmountnumber (double)Box 12b, RMD amount
22postponedContributionnumber (double)Box 13a, Postponed contribution
23postponedYearintegerBox 13b, Year
24postponedCodestringBox 13c, Code
25repaymentsnumber (double)Box 14a, Repayments
26repayCodestringBox 14b, Code
27fmvSpecifiedAssetsnumber (double)Box 15a, FMV of certain specified assets
28specifiedCodesstringBox 15b, Code(s)
Tax5498 Usage:

 

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:

 

Under Development

 

TXF

The TXF standard does not support this form.

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