Tax Documents
Tax1099B
FDX / Data Structures / Tax1099B
Form 1099-B, Proceeds From Broker and Barter Exchange Transactions
Extends and inherits all fields from Tax
Tax1099B Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | payerNameAddress | NameAddressPhone | Payer's name, address, and phone |
| 2 | payerTin | string | Payer's federal identification number |
| 3 | recipientTin | string | Recipient's identification number |
| 4 | recipientNameAddress | NameAddress | Recipient's name and address |
| 5 | accountNumber | string | Account number |
| 6 | stateTaxWithholding | Array of StateTaxWithholding | Boxes 14-16, State tax withholding |
| 7 | federalTaxWithheld | number (double) | Box 4, Federal income tax withheld |
| 8 | profitOnClosedContracts | number (double) | Box 8, Profit or (loss) realized in current year on closed contracts |
| 9 | unrealizedProfitOpenContractsBegin | number (double) | Box 9, Unrealized profit or loss on open contracts at end of last year |
| 10 | unrealizedProfitOpenContractsEnd | number (double) | Box 10, Unrealized profit or loss on open contracts at end of current year |
| 11 | aggregateProfitOnContracts | number (double) | Box 11, Aggregate profit or (loss) on contracts |
| 12 | bartering | number (double) | Box 13, Bartering |
| 13 | securityDetails | Array of SecurityDetail | Boxes 1-3, 5-7, 12, Security details |
| 14 | secondTinNotice | boolean | Second TIN Notice |
Tax1099B Usage:
- TaxData tax1099B
FDX Data Structure as JSON
{
"tax1099B" : {
"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"
},
"payerNameAddress" : {
"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"
}
},
"payerTin" : "string",
"recipientTin" : "string",
"recipientNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"accountNumber" : "string",
"stateTaxWithholding" : [ {
"stateTaxWithheld" : 0.0,
"state" : "string",
"stateTaxId" : "string",
"stateIncome" : 0.0
} ],
"federalTaxWithheld" : 0.0,
"profitOnClosedContracts" : 0.0,
"unrealizedProfitOpenContractsBegin" : 0.0,
"unrealizedProfitOpenContractsEnd" : 0.0,
"aggregateProfitOnContracts" : 0.0,
"bartering" : 0.0,
"securityDetails" : [ {
"checkboxOnForm8949" : "string",
"securityName" : "string",
"numberOfShares" : 0.0,
"saleDescription" : "string",
"dateAcquired" : "2020-07-01",
"variousDatesAcquired" : true,
"dateOfSale" : "2020-07-01",
"salesPrice" : 0.0,
"accruedMarketDiscount" : 0.0,
"adjustmentCodes" : [ {
"code" : "string",
"amount" : 0.0
} ],
"costBasis" : 0.0,
"washSaleLossDisallowed" : 0.0,
"longOrShort" : "LONG",
"ordinary" : true,
"collectible" : true,
"qof" : true,
"federalTaxWithheld" : 0.0,
"noncoveredSecurity" : true,
"grossOrNet" : "GROSS",
"lossNotAllowed" : true,
"basisReported" : true,
"stateTaxWithholding" : [ {
"stateTaxWithheld" : 0.0,
"state" : "string",
"stateTaxId" : "string",
"stateIncome" : 0.0
} ],
"cusip" : "string",
"foreignAccountTaxCompliance" : true
} ],
"secondTinNotice" : true
}
}
Example Form PDF
Example Form JSON
{
"tax1099B" : {
"taxYear" : 2021,
"taxFormDate" : "2022-02-01",
"additionalInformation" : "FDX v5.0",
"taxFormType" : "Tax1099B",
"payerNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"name1" : "Tax Form Issuer, Inc"
},
"payerTin" : "12-3456789",
"recipientTin" : "XXX-XX-1234",
"recipientNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"accountNumber" : "123-1234567",
"securityDetails" : [ {
"checkboxOnForm8949" : "A",
"securityName" : "AAPL-Apple",
"numberOfShares" : 100.0,
"saleDescription" : "TODO: Create example details for different transactions and adjustmentCodes",
"dateAcquired" : "2019-07-01",
"variousDatesAcquired" : true,
"dateOfSale" : "2020-12-01",
"salesPrice" : 1400.0,
"accruedMarketDiscount" : 0.0,
"adjustmentCodes" : [ {
"code" : "B",
"amount" : 10.0
} ],
"costBasis" : 1500.0,
"correctedCostBasis" : 1500.0,
"washSaleLossDisallowed" : 140.0,
"longOrShort" : "LONG",
"ordinary" : true,
"collectible" : false,
"qof" : false,
"federalTaxWithheld" : 0.0,
"noncoveredSecurity" : false,
"grossOrNet" : "NET",
"lossNotAllowed" : true,
"basisReported" : true,
"stateTaxWithholding" : [ {
"stateTaxWithheld" : 0.0,
"state" : "NY",
"stateTaxId" : "012345678",
"stateIncome" : 0.0
} ],
"cusip" : "037833100",
"foreignAccountTaxCompliance" : true,
"expiredOption" : "PURCHASED",
"investmentSaleType" : "OTHER"
} ]
}
}
Example Form JSON for QR Code Purposes
Example Form PDF with QR Code
Issuer Instructions
