Tax1098T_V100

OFX / Types / Tax1098T_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 FILERID GenericNameType
4 STUDENTSOCSECNO GenericNameType
5 ACCOUNTNUMBER GenericDescriptionType
6 FILERADDR FilerAddress
7 STUDENTADDR StudentAddress
8 QUALIFIEDTUITION AmountType
9 BILLEDEXPENSE AmountType
10 CHANGEMETHOD BooleanType
11 ADJPRIORYEAR AmountType
12 SCHOLARSHIPS AmountType
13 ADJSCHOLARSHIP AmountType
14 INCLUDEJANMARCH BooleanType
15 HALFTIME BooleanType
16 GRADUATE BooleanType
17 INSURREIMB AmountType
Usages:
XSD
	<xsd:complexType name="Tax1098T_V100">
		<xsd:annotation>
			<xsd:documentation>The  OFX element "TAX1098T_V100" is of type "Tax1098T_V100"</xsd:documentation>
		</xsd:annotation>
		<xsd:sequence>
			<xsd:element name="SRVRTID" type="ofx:ServerIdType" minOccurs="0"/>
			<xsd:element name="TAXYEAR" type="ofx:YearType" minOccurs="0"/>
			<xsd:element name="FILERID" type="ofx:GenericNameType" minOccurs="0"/>
			<xsd:element name="STUDENTSOCSECNO" type="ofx:GenericNameType"/>
			<xsd:element name="ACCOUNTNUMBER" type="ofx:GenericDescriptionType" minOccurs="0"/>
			<xsd:element name="FILERADDR" type="ofx:FilerAddress" minOccurs="0"/>
			<xsd:element name="STUDENTADDR" type="ofx:StudentAddress" minOccurs="0"/>
			<xsd:element name="QUALIFIEDTUITION" type="ofx:AmountType" minOccurs="0"/>
			<xsd:element name="BILLEDEXPENSE" type="ofx:AmountType" minOccurs="0"/>
			<xsd:element name="CHANGEMETHOD" type="ofx:BooleanType" minOccurs="0">
				<xsd:annotation>
					<xsd:documentation>Obsolete, removed by IRS for TY19.</xsd:documentation>
				</xsd:annotation>
			</xsd:element>
			<xsd:element name="ADJPRIORYEAR" type="ofx:AmountType" minOccurs="0"/>
			<xsd:element name="SCHOLARSHIPS" type="ofx:AmountType" minOccurs="0"/>
			<xsd:element name="ADJSCHOLARSHIP" type="ofx:AmountType" minOccurs="0"/>
			<xsd:element name="INCLUDEJANMARCH" type="ofx:BooleanType" minOccurs="0"/>
			<xsd:element name="HALFTIME" type="ofx:BooleanType" minOccurs="0"/>
			<xsd:element name="GRADUATE" type="ofx:BooleanType" minOccurs="0"/>
			<xsd:element name="INSURREIMB" type="ofx:AmountType" minOccurs="0"/>
		</xsd:sequence>
	</xsd:complexType>

OFX XML

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>

<OFX>
    <SIGNONMSGSRSV1>
        <SONRS>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>Successful Login</MESSAGE>
            </STATUS>
            <DTSERVER>39210131000000</DTSERVER>
            <LANGUAGE>ENG</LANGUAGE>
            <FI>
                <ORG>fiName</ORG>
                <FID>fiId</FID>
            </FI>
        </SONRS>
    </SIGNONMSGSRSV1>
    <TAX1098MSGSRSV1>
        <TAX1098TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAX1098RS>
                <TAX1098T_V100>
                    <TAXYEAR>2020</TAXYEAR>
                    <FILERID>12-3456789</FILERID>
                    <STUDENTSOCSECNO>XXX-XX-1234</STUDENTSOCSECNO>
                    <ACCOUNTNUMBER>123-1234567</ACCOUNTNUMBER>
                    <FILERADDR>
                        <FILERNAME>Financial Data Exchange</FILERNAME>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <CITY>Prescott</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                    </FILERADDR>
                    <STUDENTADDR>
                        <STUDENTNAME>Kris Q. Public</STUDENTNAME>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                    </STUDENTADDR>
                    <QUALIFIEDTUITION>14000.00</QUALIFIEDTUITION>
                    <ADJPRIORYEAR>2000.00</ADJPRIORYEAR>
                    <SCHOLARSHIPS>3000.00</SCHOLARSHIPS>
                    <ADJSCHOLARSHIP>400.00</ADJSCHOLARSHIP>
                    <INCLUDEJANMARCH>Y</INCLUDEJANMARCH>
                    <HALFTIME>Y</HALFTIME>
                    <GRADUATE>Y</GRADUATE>
                    <INSURREIMB>50.00</INSURREIMB>
                </TAX1098T_V100>
            </TAX1098RS>
        </TAX1098TRNRS>
    </TAX1098MSGSRSV1>
</OFX>

FDX JSON

{
  "tax1098T" : {
    "taxYear" : 2022,
    "taxFormDate" : "2021-03-30",
    "taxFormType" : "Tax1098T",
    "filerNameAddress" : {
      "line1" : "12021 Sunset Valley Dr",
      "city" : "Preston",
      "state" : "VA",
      "postalCode" : "20191",
      "name1" : "Tax Form Issuer, Inc"
    },
    "filerTin" : "12-3456789",
    "studentTin" : "XXX-XX-1234",
    "studentNameAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121",
      "name1" : "Kris Q. Public"
    },
    "accountNumber" : "123-1234567",
    "halfTime" : true,
    "qualifiedTuitionFees" : 14000.0,
    "adjustmentPriorYear" : 2000.0,
    "scholarship" : 3000.0,
    "adjustScholarship" : 400.0,
    "includeJanMar" : true,
    "graduate" : true,
    "insuranceRefund" : 50.0
  }
}

OFX Tax Specification Page 60

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