Tax2439_V100
OFX / Types / Tax2439_V100
| # | Tag | Type |
|---|---|---|
| 1 | SRVRTID | ServerIdType |
| 2 | TAXYEAR | YearType |
| 3 | VOID | BooleanType |
| 4 | CORRECTED | BooleanType |
| 5 | FISCALYEARBEGIN | DateTimeType |
| 6 | FISCALYEAREND | DateTimeType |
| 7 | RICREITADDR | Corporation2439AddressType |
| 8 | SHAREHOLDERADDR | Shareholder2439AddressType |
| 9 | RICREITID | GenericNameType |
| 10 | SHAREHOLDERID | IdType |
| 11 | UNDISTLTCG | AmountType |
| 12 | UNRECAP1250 | AmountType |
| 13 | SEC1202GAIN | AmountType |
| 14 | COLLECTIBLESGAIN | AmountType |
| 15 | TAXPAID | AmountType |
Usages:
- Tax2439Response TAX2439_V100
XSD
<xsd:complexType name="Tax2439_V100"> <xsd:annotation> <xsd:documentation>Form 2439 - Notice to Shareholder of Undistributed Long-Term Capital Gains</xsd:documentation> </xsd:annotation> <xsd:complexContent> <xsd:extension base="ofx:AbstractTaxForm2439Type"> <xsd:sequence> <xsd:element name="FISCALYEARBEGIN" type="ofx:DateTimeType" minOccurs="0"/> <xsd:element name="FISCALYEAREND" type="ofx:DateTimeType" minOccurs="0"/> <xsd:element name="RICREITADDR" type="ofx:Corporation2439AddressType" minOccurs="0"/> <xsd:element name="SHAREHOLDERADDR" type="ofx:Shareholder2439AddressType" minOccurs="0"/> <xsd:element name="RICREITID" type="ofx:GenericNameType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Identification number of RIC or REIT</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="SHAREHOLDERID" type="ofx:IdType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Shareholder’s identifying number</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="UNDISTLTCG" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 1a. Total undistributed long-term capital gains</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="UNRECAP1250" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 1b. Unrecaptured section 1250 gain</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="SEC1202GAIN" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 1c. Section 1202 gain</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="COLLECTIBLESGAIN" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 1d. Collectibles (28%) gain</xsd:documentation> </xsd:annotation> </xsd:element> <xsd:element name="TAXPAID" type="ofx:AmountType" minOccurs="0"> <xsd:annotation> <xsd:documentation>Box 2. Tax paid by the RIC or REIT on the box 1a gains</xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:extension> </xsd:complexContent> </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>
<TAX2439MSGSRSV1>
<TAX2439TRNRS>
<TRNUID>_GUID_</TRNUID>
<STATUS>
<CODE>0</CODE>
<SEVERITY>INFO</SEVERITY>
<MESSAGE>SUCCESS</MESSAGE>
</STATUS>
<TAX2439RS>
<TAX2439_V100>
<TAXYEAR>2020</TAXYEAR>
<FISCALYEARBEGIN></FISCALYEARBEGIN>
<FISCALYEAREND></FISCALYEAREND>
<RICREITADDR>
<ADDR1>12020 Sunrise Valley Dr</ADDR1>
<ADDR2>Suite 230</ADDR2>
<CITY>Prescott</CITY>
<STATE>VA</STATE>
<POSTALCODE>20191</POSTALCODE>
<PHONE>888-555-1212</PHONE>
<CORPORATIONNAME1>Financial Data Exchange</CORPORATIONNAME1>
</RICREITADDR>
<SHAREHOLDERADDR>
<ADDR1>1 Main St</ADDR1>
<CITY>Melrose</CITY>
<STATE>NY</STATE>
<POSTALCODE>12121</POSTALCODE>
<SHAREHOLDERNAME1>Kris Q Public</SHAREHOLDERNAME1>
</SHAREHOLDERADDR>
<RICREITID>12-3456789</RICREITID>
<SHAREHOLDERID>xxx-xx-1234</SHAREHOLDERID>
<UNDISTLTCG>1100.00</UNDISTLTCG>
<UNRECAP1250>120.00</UNRECAP1250>
<SEC1202GAIN>130.00</SEC1202GAIN>
<COLLECTIBLESGAIN>140.00</COLLECTIBLESGAIN>
<TAXPAID>200.00</TAXPAID>
</TAX2439_V100>
</TAX2439RS>
</TAX2439TRNRS>
</TAX2439MSGSRSV1>
</OFX>
FDX JSON
{
"tax2439" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax2439",
"ricOrReitNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"line2" : "Suite 230",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"country" : "US",
"name1" : "Tax Form Issuer, Inc",
"phone" : {
"number" : "8885551212"
}
},
"ricOrReitTin" : "12-3456789",
"shareholderNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"country" : "US",
"name1" : "Kris Q Public"
},
"shareholderTin" : "xxx-xx-1234",
"undistributedLongTermCapitalGains" : 1100.0,
"unrecaptured1250Gain" : 120.0,
"section1202Gain" : 130.0,
"collectiblesGain" : 140.0,
"taxPaid" : 200.0
}
}