Tax Documents
Tax1098Q
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
FDX Data Structure as JSON
{
"tax1098Q" : {
"taxYear" : 0,
"corrected" : true,
"accountId" : "",
"taxFormId" : "",
"taxFormDate" : "2020-07-01",
"description" : "string",
"additionalInformation" : "string",
"taxFormType" : "BusinessIncomeStatement",
"attributes" : [ {
"name" : "string",
"value" : "string",
"boxNumber" : "string",
"code" : "string"
} ],
"error" : {
"code" : "string",
"message" : "string"
},
"issuerNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64",
"phone" : {
"type" : "HOME",
"country" : "string",
"number" : "string",
"extension" : "string"
}
},
"issuerTin" : "string",
"participantTin" : "string",
"participantNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"accountNumber" : "string",
"planNumber" : "string",
"planName" : "string",
"planSponsorId" : "string",
"annuityAmount" : 0.0,
"startDate" : "2020-07-01",
"canBeAccelerated" : true,
"totalPremiums" : 0.0,
"fairMarketValue" : 0.0,
"premiums" : [ {
"date" : "2020-07-01",
"description" : "string",
"amount" : 0.0
} ]
}
}
Example Form PDF
Example Form JSON
{
"tax1098Q" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax1098Q",
"issuerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"line2" : "Suite 230",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"country" : "US",
"name1" : "Tax Form Issuer, Inc",
"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" : "111-55555555",
"planNumber" : "760-4517",
"planName" : "AAA QLAC Plans 4",
"planSponsorId" : "44-12345467",
"annuityAmount" : 8000.0,
"startDate" : "2020-07-01",
"canBeAccelerated" : true,
"totalPremiums" : 35000.0,
"fairMarketValue" : 48000.0,
"premiums" : [ {
"date" : "2020-01-10",
"amount" : 400.0
}, {
"date" : "2020-02-10",
"amount" : 400.0
}, {
"date" : "2020-03-10",
"amount" : 400.0
}, {
"date" : "2020-04-10",
"amount" : 400.0
}, {
"date" : "2020-05-10",
"amount" : 400.0
}, {
"date" : "2020-06-10",
"amount" : 400.0
}, {
"date" : "2020-07-10",
"amount" : 400.0
}, {
"date" : "2020-08-10",
"amount" : 400.0
}, {
"date" : "2020-09-10",
"amount" : 400.0
}, {
"date" : "2020-10-10",
"amount" : 400.0
}, {
"date" : "2020-11-10",
"amount" : 400.0
}, {
"date" : "2020-12-10",
"amount" : 400.0
} ]
}
}
Example Form JSON for QR Code Purposes
Example Form PDF with QR Code
Example Data As Flattened Map (Key, Value Pairs)
{
"taxYear": "2022",
"taxFormDate": "2021-03-30",
"taxFormType": "Tax1098Q",
"issuerNameAddress.line1": "12021 Sunset Valley Dr",
"issuerNameAddress.line2": "Suite 230",
"issuerNameAddress.city": "Preston",
"issuerNameAddress.state": "VA",
"issuerNameAddress.postalCode": "20191",
"issuerNameAddress.country": "US",
"issuerNameAddress.name1": "Tax Form Issuer, Inc",
"issuerNameAddress.phone.number": "8885551212",
"issuerTin": "12-3456789",
"participantTin": "xxx-xx-1234",
"participantNameAddress.line1": "1 Main St",
"participantNameAddress.city": "Melrose",
"participantNameAddress.state": "NY",
"participantNameAddress.postalCode": "12121",
"participantNameAddress.country": "US",
"participantNameAddress.name1": "Kris Q Public",
"accountNumber": "111-55555555",
"planNumber": "760-4517",
"planName": "AAA QLAC Plans 4",
"planSponsorId": "44-12345467",
"annuityAmount": "8000.0",
"startDate": "2020-07-01",
"canBeAccelerated": "true",
"totalPremiums": "35000.0",
"fairMarketValue": "48000.0",
"premiums-1.date": "2020-01-10",
"premiums-1.amount": "400.0",
"premiums-2.date": "2020-02-10",
"premiums-2.amount": "400.0",
"premiums-3.date": "2020-03-10",
"premiums-3.amount": "400.0",
"premiums-4.date": "2020-04-10",
"premiums-4.amount": "400.0",
"premiums-5.date": "2020-05-10",
"premiums-5.amount": "400.0",
"premiums-6.date": "2020-06-10",
"premiums-6.amount": "400.0",
"premiums-7.date": "2020-07-10",
"premiums-7.amount": "400.0",
"premiums-8.date": "2020-08-10",
"premiums-8.amount": "400.0",
"premiums-9.date": "2020-09-10",
"premiums-9.amount": "400.0",
"premiums-10.date": "2020-10-10",
"premiums-10.amount": "400.0",
"premiums-11.date": "2020-11-10",
"premiums-11.amount": "400.0",
"premiums-12.date": "2020-12-10",
"premiums-12.amount": "400.0"
}
Issuer Instructions
