1099-DA Data Structure — FDX

Financial Data Exchange (FDX) Structure

The Financial Data Exchange standard-setting organization defines structures for over 50 tax documents including Form 1099-DA.

Tax1099Da Object Structure

+- root: Tax1099Da
|  +- taxYear: Integer
|  +- corrected: Boolean
|  +- accountId: String
|  +- taxFormId: String
|  +- taxFormDate: LocalDate
|  +- additionalInformation: String
|  +- taxFormType: TaxFormType
|  +- accountNumber: String
|  +- secondTinNotice: Boolean
|  +- federalTaxWithheld: BigDecimal
|  +- issuer: TaxParty
|  |  +- tin: String
|  |  +- partyType: TaxPartyType
|  |  +- email: String
|  |  +- individualName: IndividualName
|  |  |  +- first: String
|  |  |  +- middle: String
|  |  |  +- last: String
|  |  |  +- suffix: String
|  |  +- businessName: BusinessName
|  |  |  +- name1: String
|  |  |  +- name2: String
|  |  +- address: Address
|  |  |  +- line1: String
|  |  |  +- line2: String
|  |  |  +- line3: String
|  |  |  +- city: String
|  |  |  +- region: String
|  |  |  +- postalCode: String
|  |  |  +- country: Iso3166CountryCode
|  |  +- phone: TelephoneNumberPlusExtension
|  |  |  +- type: TelephoneNumberPurpose
|  |  |  +- country: String
|  |  |  +- number: String
|  |  |  +- network: TelephoneNetwork
|  |  |  +- primary: Boolean
|  |  |  +- extension: String
|  +- recipient: TaxParty
|  |  +- tin: String
|  |  +- partyType: TaxPartyType
|  |  +- email: String
|  |  +- individualName: IndividualName
|  |  |  +- first: String
|  |  |  +- middle: String
|  |  |  +- last: String
|  |  |  +- suffix: String
|  |  +- businessName: BusinessName
|  |  |  +- name1: String
|  |  |  +- name2: String
|  |  +- address: Address
|  |  |  +- line1: String
|  |  |  +- line2: String
|  |  |  +- line3: String
|  |  |  +- city: String
|  |  |  +- region: String
|  |  |  +- postalCode: String
|  |  |  +- country: Iso3166CountryCode
|  |  +- phone: TelephoneNumberPlusExtension
|  |  |  +- type: TelephoneNumberPurpose
|  |  |  +- country: String
|  |  |  +- number: String
|  |  |  +- network: TelephoneNetwork
|  |  |  +- primary: Boolean
|  |  |  +- extension: String
|  +- error: Error
|  |  +- code: String
|  |  +- message: String
|  |  +- debugMessage: String
|  +- attributes: TaxFormAttribute[]
|  |  +- name: String
|  |  +- value: String
|  |  +- boxNumber: String
|  |  +- code: String
|  +- links: HateoasLink[]
|  |  +- href: String
|  |  +- action: HttpAction
|  |  +- rel: String
|  |  +- types: ContentTypes[]
|  |  |  +- value: String
|  +- digitalAssetDetails: DigitalAssetDetail[]
|  |  +- cusip: String
|  |  +- checkboxOnForm8949: String
|  |  +- digitalAssetCode: String
|  |  +- digitalAssetName: String
|  |  +- units: String
|  |  +- dateAcquired: LocalDate
|  |  +- variousDatesAcquired: Boolean
|  |  +- dateOfSale: LocalDate
|  |  +- proceeds: BigDecimal
|  |  +- costBasis: BigDecimal
|  |  +- accruedMarketDiscount: BigDecimal
|  |  +- washSaleLossDisallowed: BigDecimal
|  |  +- basisReported: Boolean
|  |  +- grossOrNet: SaleProceedsType
|  |  +- qof: Boolean
|  |  +- federalTaxWithheld: BigDecimal
|  |  +- lossNotAllowed: Boolean
|  |  +- longOrShort: SaleTermType
|  |  +- ordinary: Boolean
|  |  +- cash: Boolean
|  |  +- customerInformation: Boolean
|  |  +- noncoveredSecurity: Boolean
|  |  +- stablecoinProceeds: Boolean
|  |  +- nftProceeds: Boolean
|  |  +- numberOfTransactions: BigDecimal
|  |  +- firstSaleProceeds: BigDecimal
|  |  +- unitsTransferredIn: String
|  |  +- transferInDate: LocalDate
|  |  +- stateAndLocal: StateAndLocalTaxWithholding[]
|  |  |  +- stateCode: StateCode
|  |  |  +- state: StateTaxWithholding
|  |  |  |  +- taxWithheld: BigDecimal
|  |  |  |  +- taxId: String
|  |  |  |  +- income: BigDecimal
|  |  |  +- local: LocalTaxWithholding
|  |  |  |  +- taxWithheld: BigDecimal
|  |  |  |  +- localityName: String
|  |  |  |  +- income: BigDecimal
|  +- stateAndLocal: StateAndLocalTaxWithholding[]
|  |  +- stateCode: StateCode
|  |  +- state: StateTaxWithholding
|  |  |  +- taxWithheld: BigDecimal
|  |  |  +- taxId: String
|  |  |  +- income: BigDecimal
|  |  +- local: LocalTaxWithholding
|  |  |  +- taxWithheld: BigDecimal
|  |  |  +- localityName: String
|  |  |  +- income: BigDecimal

Example TaxStatement JSON

{
  "forms" : [ {
    "tax1099Da" : {
      "taxYear" : 2025,
      "corrected" : false,
      "accountId" : "16-424-5001",
      "taxFormId" : "7405039",
      "taxFormDate" : "2025-12-31",
      "issuer" : {
        "tin" : "00-0678066",
        "partyType" : "BUSINESS",
        "businessName" : {
          "name1" : "Miller, Barton and Kris"
        },
        "address" : {
          "line1" : "652 Stephine Parkway",
          "city" : "Haiport",
          "region" : "KS",
          "postalCode" : "41341"
        },
        "phone" : {
          "number" : "555-867-5309",
          "primary" : false
        },
        "email" : "adela.gutmann@yahoo.com"
      },
      "recipient" : {
        "tin" : "000-52-2361",
        "partyType" : "INDIVIDUAL",
        "individualName" : {
          "first" : "Georgette",
          "last" : "Schulist"
        },
        "address" : {
          "line1" : "29919 Kirlin Trace",
          "city" : "Cherton",
          "region" : "OK",
          "postalCode" : "42443"
        },
        "phone" : {
          "primary" : false
        },
        "email" : "merlene.gerhold@gmail.com"
      },
      "attributes" : [ ],
      "links" : [ ],
      "accountNumber" : "961-28912-1",
      "digitalAssetDetails" : [ {
        "checkboxOnForm8949" : "H",
        "digitalAssetCode" : "999999999",
        "digitalAssetName" : "ETH",
        "units" : "555.75663657",
        "dateAcquired" : "2024-04-14",
        "dateOfSale" : "2025-01-01",
        "proceeds" : 1799186.82,
        "costBasis" : 788425.73,
        "basisReported" : false,
        "longOrShort" : "SHORT",
        "stateAndLocal" : [ ]
      }, {
        "checkboxOnForm8949" : "H",
        "digitalAssetCode" : "999999999",
        "digitalAssetName" : "BNB",
        "units" : "78.5369349",
        "dateAcquired" : "2024-07-11",
        "dateOfSale" : "2025-01-07",
        "proceeds" : 46047.67,
        "costBasis" : 471.14,
        "basisReported" : false,
        "longOrShort" : "SHORT",
        "stateAndLocal" : [ ]
      }, {
        "checkboxOnForm8949" : "H",
        "digitalAssetCode" : "999999999",
        "digitalAssetName" : "LINK",
        "units" : "264.0",
        "dateAcquired" : "2024-07-20",
        "dateOfSale" : "2025-01-15",
        "proceeds" : 5293.38,
        "costBasis" : 0.11,
        "basisReported" : false,
        "longOrShort" : "SHORT",
        "stateAndLocal" : [ ]
      }, {
        "checkboxOnForm8949" : "H",
        "digitalAssetCode" : "999999999",
        "digitalAssetName" : "ETH-WXG",
        "units" : "4.35694565",
        "dateAcquired" : "2024-04-15",
        "dateOfSale" : "2025-02-05",
        "proceeds" : 3287.81,
        "costBasis" : 3102.87,
        "basisReported" : false,
        "longOrShort" : "SHORT",
        "stateAndLocal" : [ ]
      } ],
      "secondTinNotice" : true,
      "federalTaxWithheld" : 200,
      "stateAndLocal" : [ {
        "stateCode" : "AA",
        "state" : {
          "taxWithheld" : 1400,
          "taxId" : "04-073709",
          "income" : 1500
        },
        "local" : {
          "taxWithheld" : 1600,
          "localityName" : "New Liachester",
          "income" : 1700
        }
      } ]
    }
  } ],
  "attributes" : [ ]
}

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