Skip to content

Form1099R.md

Latest commit

 

History

History
146 lines (140 loc) · 15.9 KB

Form1099R.md

File metadata and controls

146 lines (140 loc) · 15.9 KB
Raw

AvalaraSdk::A1099::V2::Form1099R

Properties

Name Type Description Notes
gross_distribution Float Gross distribution [optional]
taxable_amount Float Taxable amount [optional]
taxable_amount_not_determined Boolean Taxable amount not determined [optional]
total_distribution_determined Boolean Total distribution [optional]
capital_gain Float Capital gain (included in Box 2a) [optional]
federal_income_tax_withheld Float Federal income tax withheld [optional]
employee_contributions_or_designated_roth_or_insurance_premiums Float Employee contributions/Designated Roth contributions or insurance premiums [optional]
net_unrealized_appreciation_in_employer_securities Float Net unrealized appreciation in employer's securities [optional]
distribution_code String Distribution code. Available values: - 1: Early distribution, no known exception (in most cases, under age 59½) - 2: Early distribution, exception applies (under age 59½) - 3: Disability - 4: Death - 5: Prohibited transaction - 6: Section 1035 exchange (a tax-free exchange of life insurance, annuity, qualified long-term care insurance, or endowment contracts) - 7: Normal distribution - 8: Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in payment year - 9: Cost of current life insurance protection (premiums paid by a trustee or custodian for current insurance protection) - A: May be eligible for 10-year tax option - B: Designated Roth account distribution - C: Reportable Death Benefits Under Section 6050Y(c) - D: Annuity payments from nonqualified annuity payments and distributions from life insurance contracts that may be subject to tax under section 1411 - E: Distribution under Employee Plans Compliance Resolution System (EPCRS) - F: Charitable gift annuity - G: Direct rollover and rollover contribution - H: Direct rollover of distribution from a designated Roth account to a Roth IRA - J: Early distribution from a Roth IRA (This code may be used with a Code 8 or P) - K: Distribution of IRA Assets Not Having A Readily Available FMV - L: Loans treated as deemed distributions under section 72(p) - M: Qualified Plan Loan Offsets - N: Recharacterized IRA contribution made for year following payment year - P: Excess contributions plus earnings/excess deferrals taxable for year prior to payment year - Q: Qualified distribution from a Roth IRA (Distribution from a Roth IRA when the 5-year holding period has been met, and the recipient has reached 59½, has died, or is disabled) - R: Recharacterized IRA contribution made for year prior to payment year - S: Early distribution from a SIMPLE IRA in first 2 years no known exceptions - T: Roth IRA distribution exception applies because participant has reached 59½, died or is disabled, but it is unknown if the 5-year period has been met - U: Distribution from ESOP under Section 404(k) - W: Charges or payments for purchasing qualified long-term care insurance contracts under combined arrangements - Y: Qualified charitable distribution (QCD) claimed under section 408(d)(8) (Available for 2025 on)
second_distribution_code String Second distribution code. Must be a valid combination with the first distribution code. See DistributionCode property documentation for code descriptions. Valid combinations based on first distribution code: - 1: _, 8, B, D, K, L, M, P - 2: _, 8, B, D, K, L, M, P - 3: _, D - 4: _, 8, A, B, D, G, H, K, L, M, P - 5: _ - 6: _, W - 7: _, A, B, D, K, L, M - 8: _, 1, 2, 4, B, J, K - 9: _ - A: 4, 7 - B: _, 1, 2, 4, 7, 8, G, L, M, P, U - C: _, D - D: 1, 2, 3, 4, 7, C - E: _ - F: _ - G: _, 4, B, K - H: _, 4 - J: _, 8, P - K: 1, 2, 4, 7, 8, G - L: _, 1, 2, 4, 7, B - M: _, 1, 2, 4, 7, B - N: _ - P: _, 1, 2, 4, B, J - Q: _ - R: _ - S: _ - T: _ - U: _, B - W: , 6 - Y: 4, 7, K ( indicates no second distribution code) (format: firstDistributionCode: availableSecondDistributionCodes) [optional]
ira_sep_simple Boolean IRA/SEP/SIMPLE [optional]
traditional_ira_sep_simple_or_roth_conversion_amount Float Traditional IRA/SEP/SIMPLE or Roth conversion amount [optional]
other_amount Float Other amount [optional]
other_percentage String Other percentage [optional]
total_distribution_percentage String Total distribution percentage [optional]
total_employee_contributions Float Total employee contributions [optional]
amount_allocable_to_irr_within5_years Float Amount allocable to IRR within 5 years [optional]
first_year_of_designated_roth_contribution String First year of designated Roth contribution [optional]
date_of_payment Date Date of payment [optional]
fatca_filing_requirement Boolean FATCA filing requirement. [optional]
type String Form type.
id String Form ID. Unique identifier set when the record is created. [optional][readonly]
issuer_id String Issuer ID - only required when creating forms [optional]
issuer_reference_id String Issuer Reference ID - only required when creating forms via $bulk-upsert [optional]
issuer_tin String Issuer TIN - readonly [optional]
tax_year Integer Tax Year - only required when creating forms via $bulk-upsert [optional]
reference_id String Internal reference ID. Never shown to any agency or recipient. [optional]
tin String Recipient's Federal Tax Identification Number (TIN). [optional]
recipient_name String DEPRECATED: Use `businessName` for businesses; use `firstName`, `middleName`, `lastName`, and `suffixName` for individuals. [optional]
address String Address.
address2 String Address line 2. [optional]
city String City.
state String Two-letter US state or Canadian province code (required for US/CA addresses). [optional]
zip String ZIP/postal code. [optional]
email String Recipient's Contact email address. [optional]
non_us_province String Province or region for non-US/CA addresses. [optional]
country_code String Two-letter IRS country code (e.g., 'US', 'CA'), as defined at https://www.irs.gov/e-file-providers/country-codes.
federal_efile_date Date Date when federal e-filing should be scheduled. If set between current date and beginning of blackout period, scheduled to that date. If in the past or blackout period, scheduled to next available date. For blackout period information, see https://www.track1099.com/info/IRS_info. Set to null to leave unscheduled. [optional]
postal_mail Boolean Boolean indicating that postal mailing to the recipient should be scheduled for this form [optional]
state_efile_date Date Date when state e-filing should be scheduled. Must be on or after federalEfileDate. If set between current date and beginning of blackout period, scheduled to that date. If in the past or blackout period, scheduled to next available date. For blackout period information, see https://www.track1099.com/info/IRS_info. Set to null to leave unscheduled. [optional]
recipient_edelivery_date Date Date when recipient e-delivery should be scheduled. If set between current date and beginning of blackout period, scheduled to that date. If in the past or blackout period, scheduled to next available date. For blackout period information, see https://www.track1099.com/info/IRS_info. Set to null to leave unscheduled. [optional]
tin_match Boolean Boolean indicating that TIN Matching should be scheduled for this form [optional]
address_verification Boolean Boolean indicating that address verification should be scheduled for this form [optional]
state_and_local_withholding StateAndLocalWithholding State and local withholding information [optional]
federal_efile_status Form1099StatusDetail Federal e-file status. Available values: - unscheduled: Form has not been scheduled for federal e-filing - scheduled: Form is scheduled for federal e-filing - airlock: Form is in process of being uploaded to the IRS (forms exist in this state for a very short period and cannot be updated while in this state) - sent: Form has been sent to the IRS - accepted: Form was accepted by the IRS - corrected_scheduled: Correction is scheduled to be sent - corrected_airlock: Correction is in process of being uploaded to the IRS (forms exist in this state for a very short period and cannot be updated while in this state) - corrected: A correction has been sent to the IRS - corrected_accepted: Correction was accepted by the IRS - rejected: Form was rejected by the IRS - corrected_rejected: Correction was rejected by the IRS - held: Form is held and will not be submitted to IRS (used for certain forms submitted only to states) [optional][readonly]
state_efile_status Array<StateEfileStatusDetail> State e-file status. Available values: - unscheduled: Form has not been scheduled for state e-filing - scheduled: Form is scheduled for state e-filing - airlocked: Form is in process of being uploaded to the state - sent: Form has been sent to the state - rejected: Form was rejected by the state - accepted: Form was accepted by the state - corrected_scheduled: Correction is scheduled to be sent - corrected_airlocked: Correction is in process of being uploaded to the state - corrected_sent: Correction has been sent to the state - corrected_rejected: Correction was rejected by the state - corrected_accepted: Correction was accepted by the state [optional][readonly]
postal_mail_status Form1099StatusDetail Postal mail to recipient status. Available values: - unscheduled: Postal mail has not been scheduled - pending: Postal mail is pending to be sent - sent: Postal mail has been sent - delivered: Postal mail has been delivered [optional][readonly]
tin_match_status Form1099StatusDetail TIN Match status. Available values: - none: TIN matching has not been performed - pending: TIN matching request is pending - matched: Name/TIN combination matches IRS records - unknown: TIN is missing, invalid, or request contains errors - rejected: Name/TIN combination does not match IRS records or TIN not currently issued [optional][readonly]
address_verification_status Form1099StatusDetail Address verification status. Available values: - unknown: Address verification has not been checked - pending: Address verification is in progress - failed: Address verification failed - incomplete: Address verification is incomplete - unchanged: User declined address changes - verified: Address has been verified and accepted [optional][readonly]
e_delivery_status Form1099StatusDetail EDelivery status. Available values: - unscheduled: E-delivery has not been scheduled - scheduled: E-delivery is scheduled to be sent - sent: E-delivery has been sent to recipient - bounced: E-delivery bounced back (invalid email) - refused: E-delivery was refused by recipient - bad_verify: E-delivery failed verification - accepted: E-delivery was accepted by recipient - bad_verify_limit: E-delivery failed verification limit reached - second_delivery: Second e-delivery attempt - undelivered: E-delivery is undelivered (temporary state allowing resend) [optional][readonly]
validation_errors Array<ValidationError> Validation errors [optional][readonly]
created_at Time Date time when the record was created. [optional][readonly]
updated_at Time Date time when the record was last updated. [optional][readonly]
tin_type String Recipient classification. The platform is transitioning from tax identifier classifications to recipient entity classifications. New values represent recipient entity types and should be preferred. Deprecated values represent identifier formats and remain supported for backward compatibility only. Available values: - INDIVIDUAL: Recipient is an individual - BUSINESS: Recipient is a business - UNKNOWN: Recipient classification is unknown - EIN: (Deprecated - use BUSINESS) Employer Identification Number - SSN: (Deprecated - use INDIVIDUAL) Social Security Number - ITIN: (Deprecated - use INDIVIDUAL) Individual Taxpayer Identification Number - ATIN: (Deprecated - use INDIVIDUAL) Adoption Taxpayer Identification Number [optional]
business_name String Business name. Required when the recipient of the form is a business; should only be used for businesses. [optional]
business_name2 String Business name line 2. Should only be used for businesses. [optional]
first_name String First name. Required when the recipient of the form is an individual; should only be used for individuals. [optional]
middle_name String Middle name. Should only be used for individuals. [optional]
last_name String Last name. Required when the recipient of the form is an individual; should only be used for individuals. [optional]
suffix_name String Suffix name. Should only be used for individuals. [optional]
recipient_second_name String DEPRECATED: Use `businessName2` instead. [optional]
account_number String Account number [optional]
office_code String Office code [optional]
no_tin Boolean No TIN indicator [optional]
second_tin_notice Boolean Second TIN notice [optional]

Example

require 'avalara_sdk'

instance = AvalaraSdk::A1099::V2::Form1099R.new(
  gross_distribution: null,
  taxable_amount: null,
  taxable_amount_not_determined: null,
  total_distribution_determined: null,
  capital_gain: null,
  federal_income_tax_withheld: null,
  employee_contributions_or_designated_roth_or_insurance_premiums: null,
  net_unrealized_appreciation_in_employer_securities: null,
  distribution_code: null,
  second_distribution_code: null,
  ira_sep_simple: null,
  traditional_ira_sep_simple_or_roth_conversion_amount: null,
  other_amount: null,
  other_percentage: null,
  total_distribution_percentage: null,
  total_employee_contributions: null,
  amount_allocable_to_irr_within5_years: null,
  first_year_of_designated_roth_contribution: null,
  date_of_payment: null,
  fatca_filing_requirement: null,
  type: null,
  id: null,
  issuer_id: null,
  issuer_reference_id: null,
  issuer_tin: null,
  tax_year: null,
  reference_id: null,
  tin: null,
  recipient_name: null,
  address: null,
  address2: null,
  city: null,
  state: null,
  zip: null,
  email: null,
  non_us_province: null,
  country_code: null,
  federal_efile_date: null,
  postal_mail: null,
  state_efile_date: null,
  recipient_edelivery_date: null,
  tin_match: null,
  address_verification: null,
  state_and_local_withholding: null,
  federal_efile_status: null,
  state_efile_status: null,
  postal_mail_status: null,
  tin_match_status: null,
  address_verification_status: null,
  e_delivery_status: null,
  validation_errors: null,
  created_at: null,
  updated_at: null,
  tin_type: null,
  business_name: null,
  business_name2: null,
  first_name: null,
  middle_name: null,
  last_name: null,
  suffix_name: null,
  recipient_second_name: null,
  account_number: null,
  office_code: null,
  no_tin: null,
  second_tin_notice: null
)