# M1_1099_RECORD --- title: M1_1099_RECORD description: The M1_1099_RECORD Schema represents the details of a 1099 tax form, which reports income such as nonemployee compensation, rents, royalties, and other types of income. It includes information about the payer and recipient (e.g., names, addresses, and tax identification numbers), income amounts, and any federal or state tax withholdings. This schema is used for tax reporting purposes. --- The M1_1099_RECORD Schema represents the details of a 1099 tax form, which reports income such as nonemployee compensation, rents, royalties, and other types of income. It includes information about the payer and recipient (e.g., names, addresses, and tax identification numbers), income amounts, and any federal or state tax withholdings. This schema is used for tax reporting purposes. {% json-schema schema={ "title": "M1_1099_RECORD schema", "type": "object", "description": "Representation of the 1099 Tax records\n", "properties": { "record_year": { "type": "number", "description": "Year on which the record was generated", "format": "YYYY", "examples": [ 2024 ] }, "record_date": { "type": "string", "description": "Date on which the record was generated", "format": "MM/DD/YYYY" }, "document_id": { "type": "string", "examples": [ "string" ] }, "account_number": { "type": "string", "description": "Account Number as presented on the datasource" }, "fatca_filing_requirement": { "type": "boolean", "description": "Used to show FATCA filing requirement value" }, "void": { "type": "boolean", "description": "Marks the form as void" }, "corrected": { "type": "boolean", "description": "Marks the form as corrected" }, "recipient": { "type": "object", "description": "Details of the recipient", "properties": { "tin": { "type": "string", "description": "Tax identification number of the recipient" }, "address": { "type": "object", "properties": { "zipcode": { "type": "string", "examples": [ "string" ] }, "country": { "type": "object", "properties": { "a2_code": { "type": "string", "examples": [ "string" ] }, "name": { "type": "string", "examples": [ "string" ] } } }, "addr2": { "type": "string", "examples": [ "string" ] }, "addr1": { "type": "string", "examples": [ "string" ] }, "city": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } }, "gender": { "type": "string", "examples": [ "string" ] }, "prefix": { "type": "string", "examples": [ "string" ] }, "date_of_birth": { "type": "string", "examples": [ "string" ] }, "last_name": { "type": "string", "examples": [ "string" ] }, "middle_name": { "type": "string", "examples": [ "string" ] }, "suffix": { "type": "string", "examples": [ "string" ] }, "ssn": { "type": "string", "examples": [ "string" ] }, "marital_status": { "type": "string", "examples": [ "string" ] }, "full_name": { "type": "string", "examples": [ "string" ] }, "nationality": { "type": "string", "examples": [ "string" ] }, "phone_number": { "type": "string", "examples": [ "string" ] }, "first_name": { "type": "string", "examples": [ "string" ] }, "email": { "type": "string", "examples": [ "string" ] } } }, "payer": { "type": "object", "description": "Details of the payer", "properties": { "tin": { "type": "string", "description": "Tax identification number of the payer" }, "address": { "type": "object", "properties": { "zipcode": { "type": "string", "examples": [ "string" ] }, "country": { "type": "object", "properties": { "a2_code": { "type": "null" }, "name": { "type": "null" } } }, "addr2": { "type": "string", "examples": [ "string" ] }, "addr1": { "type": "string", "examples": [ "string" ] }, "city": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } }, "name": { "type": "string", "examples": [ "string" ] }, "phone_number": { "type": "string", "examples": [ "string" ] } } }, "form_1099_div": { "type": "object", "properties": { "transactions": { "type": "array", "items": { "title": "M1_FORM_1099_DIV Schema", "type": "object", "description": "Representation of the 1099 DIV \n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "total_ordinary_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "asset_details": { "type": "object", "description": "Details of the asset", "properties": { "description": { "type": "string", "description": "Description of property" }, "cusip": { "type": "string", "description": "CUSIP number" }, "pay_date": { "type": "string", "description": "Pay date of the transaction" } } }, "qualified_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "total_capital_gain_distribution": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "unrecap_sec_1250_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "sec_1202_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "collection_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "sec_897_ordinary_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "sec_897_capital_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "non_dividend_distributions": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "section_199A_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "investment_expenses": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_tax_paid": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_country_or_us_possession": { "type": "string", "examples": [ "string" ] }, "cash_liquidation_distributions": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "noncash_liquidation_distributions": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "exempt_interest_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "specified_private_activity_bond_interest_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } } }, "totals": { "title": "M1_FORM_1099_DIV Schema", "type": "object", "description": "Representation of the 1099 DIV \n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "total_ordinary_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "asset_details": { "type": "object", "description": "Details of the asset", "properties": { "description": { "type": "string", "description": "Description of property" }, "cusip": { "type": "string", "description": "CUSIP number" }, "pay_date": { "type": "string", "description": "Pay date of the transaction" } } }, "qualified_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "total_capital_gain_distribution": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "unrecap_sec_1250_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "sec_1202_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "collection_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "sec_897_ordinary_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "sec_897_capital_gain": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "non_dividend_distributions": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "section_199A_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "investment_expenses": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_tax_paid": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_country_or_us_possession": { "type": "string", "examples": [ "string" ] }, "cash_liquidation_distributions": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "noncash_liquidation_distributions": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "exempt_interest_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "specified_private_activity_bond_interest_dividends": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } } } }, "form_1099_int": { "type": "object", "properties": { "transactions": { "type": "array", "items": { "title": "M1_FORM_1099_INT Schema", "type": "object", "description": "Representation of the 1099 INT \n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "interest_income": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "asset_details": { "type": "object", "description": "Details of the asset", "properties": { "description": { "type": "string", "description": "Description of property" }, "cusip": { "type": "string", "description": "CUSIP number" }, "pay_date": { "type": "string", "description": "Pay date of the transaction" } } }, "early_withdrawal_penalty": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "interest_on_us_savings_bonds_and_treasury_obligations": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "investment_expenses": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_tax_paid": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_country_or_us_territory": { "type": "string", "examples": [ "string" ] }, "tax_exempt_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "specified_private_activity_bond_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "market_discount": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium_on_treasury_obligations": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium_on_tax_exempt_bond": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "tax_exempt_and_tax_credit_bond_cusip_no": { "type": "number", "examples": [ 0 ] }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } } }, "totals": { "title": "M1_FORM_1099_INT Schema", "type": "object", "description": "Representation of the 1099 INT \n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "interest_income": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "asset_details": { "type": "object", "description": "Details of the asset", "properties": { "description": { "type": "string", "description": "Description of property" }, "cusip": { "type": "string", "description": "CUSIP number" }, "pay_date": { "type": "string", "description": "Pay date of the transaction" } } }, "early_withdrawal_penalty": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "interest_on_us_savings_bonds_and_treasury_obligations": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "investment_expenses": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_tax_paid": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "foreign_country_or_us_territory": { "type": "string", "examples": [ "string" ] }, "tax_exempt_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "specified_private_activity_bond_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "market_discount": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium_on_treasury_obligations": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium_on_tax_exempt_bond": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "tax_exempt_and_tax_credit_bond_cusip_no": { "type": "number", "examples": [ 0 ] }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } } } }, "form_1099_misc": { "type": "object", "properties": { "transactions": { "type": "array", "items": { "title": "M1_FORM_1099_MISC Schema", "type": "object", "description": "Representation of the 1099 MISC \n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "rents": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "royalties": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "other_income": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "fishing_boat_proceeds": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "medical_and_health_care_payments": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "payer_made_direct_sales": { "type": "boolean", "examples": [ false ] }, "substitute_payments_in_lieu_of_dividends_or_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "crop_insurance_proceeds": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "gross_proceeds_paid_to_an_attorney": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "fish_purchased_for_resale": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "section_409a_deferrals": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "excess_golden_parachute_payments": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "nonqualified_deferred_compensation": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state_income": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } } } } }, "totals": { "title": "M1_FORM_1099_MISC Schema", "type": "object", "description": "Representation of the 1099 MISC \n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "rents": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "royalties": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "other_income": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "fishing_boat_proceeds": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "medical_and_health_care_payments": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "payer_made_direct_sales": { "type": "boolean", "examples": [ false ] }, "substitute_payments_in_lieu_of_dividends_or_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "crop_insurance_proceeds": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "gross_proceeds_paid_to_an_attorney": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "fish_purchased_for_resale": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "section_409a_deferrals": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "excess_golden_parachute_payments": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "nonqualified_deferred_compensation": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state_income": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } } } } } }, "form_1099_oid": { "type": "object", "properties": { "transactions": { "type": "array", "items": { "title": "M1_FORM_1099_OID Schema", "type": "object", "description": "Representation of the 1099 OID\n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "original_issue_discount_for_the_year": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "other_periodic_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "early_withdrawal_penalty": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "market_discount": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "acquisition_premium": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "description": { "type": "string", "examples": [ "string" ] }, "original_issue_discount_on_us_treasury_obligations": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "investment_expenses": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "tax-exempt_oid": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } } }, "totals": { "title": "M1_FORM_1099_OID Schema", "type": "object", "description": "Representation of the 1099 OID\n", "properties": { "second_tin_not": { "type": "boolean", "examples": [ false ] }, "original_issue_discount_for_the_year": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "other_periodic_interest": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "early_withdrawal_penalty": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "federal_income_tax_withheld": { "description": "Federal income tax withheld", "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "market_discount": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "acquisition_premium": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "description": { "type": "string", "examples": [ "string" ] }, "original_issue_discount_on_us_treasury_obligations": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "investment_expenses": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "bond_premium": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "tax-exempt_oid": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_tax_withheld": { "type": "object", "properties": { "currency": { "type": "string", "enum": [ "USD" ], "description": "Currency" }, "value": { "type": "number", "description": "Amount" } } }, "state_no": { "type": "string", "examples": [ "string" ] }, "state": { "type": "string", "examples": [ "string" ] } } } } }, "form_1099_B": { "title": "M1_FORM_1099_B Schema", "type": "object", "description": "Representation of the 1099 B \n", "properties": { "transactions": { "type": "array", "description": "List of transactions", "items": { "properties": { "cusip": { "type": "string", "description": "CUSIP number" }, "second_tin_not": { "type": "boolean", "examples": [ false ] }, "gain_type": { "type": "string", "enum": [ "SHORT_TERM", "LONG_TERM" ], "description": "Type of the gain" }, "quantity_sold": { "type": "number", "description": "Quantity sold" }, "asset_details": { "type": "object", "description": "Details of the asset", "properties": { "type": { "type": "string", "enum": [ "SECURITY", "CRYPTO", "REAL_ESTATE", "OTHER" ], "description": "Type of asset" }, "description": { "type": "string", "description": "Description of property" }, "cusip": { "type": "string", "description": "CUSIP number" }, "ticker": { "type": "string", "description": "Ticker" } } }, "acquired_date": { "type": "number", "description": "Date acquired" }, "sell_date": { "type": "number", "description": "Date sold or disposed" }, "proceeds": { "type": "object", "description": "Proceeds", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency of the proceed" }, "value": { "type": "number", "description": "value of the proceed" } } }, "cost": { "type": "object", "description": "Cost or other Basis", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency of the cost" }, "value": { "type": "number", "description": "Value of cost or basis" } } }, "accrued_market_discount": { "type": "object", "description": "Accrued Market Discount", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency of accrued market discount" }, "value": { "type": "number", "description": "Value" } } }, "wash_sale_disallowed": { "type": "object", "description": "Wash Sale disallowed amount", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Wash Sale Loss Disallowed Value" } } }, "gain": { "type": "object", "description": "gain Amount", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "gain Amount" } } }, "additional_information": { "type": "string", "description": "Additional Information" }, "proceed_type": { "type": "string", "enum": [ "GROSS", "NET" ] }, "basis_reported_to_irs": { "type": "boolean", "description": "Basis Reported to the IRS" }, "non_covered_security": { "type": "boolean", "description": "Covered/Non-covered Security (Box 5)" } } } }, "totals": { "type": "object", "description": "Realized gain totals", "properties": { "short_term_gains": { "type": "object", "description": "Total short term realized gains", "properties": { "proceeds": { "type": "object", "description": "Proceeds", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Proceeds Value" } } }, "cost": { "type": "object", "description": "Cost basis", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Cost basis value" } } }, "accrued_market_discount": { "type": "object", "description": "Accrued Market Discount", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Accrued Market Discount Value" } } }, "wash_sale_disallowed": { "type": "object", "description": "Wash Sale Loss Disallowed", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Wash Sale Loss Disallowed Value" } } }, "gain": { "type": "object", "description": "Realized gain", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Realized gain value. The number will be negative incase if loss" } } } } }, "long_term_gains": { "type": "object", "description": "Total long term realized gains", "properties": { "proceeds": { "type": "object", "description": "Proceeds", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Proceeds Value" } } }, "cost": { "type": "object", "description": "Cost basis", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Cost basis value" } } }, "accrued_market_discount": { "type": "object", "description": "Accrued Market Discount", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Accrued Market Discount Value" } } }, "wash_sale_disallowed": { "type": "object", "description": "Wash Sale Loss Disallowed", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Wash Sale Loss Disallowed Value" } } }, "gain": { "type": "object", "description": "Realized gain", "properties": { "currency": { "type": "string", "enum": [ "USD", "INR" ], "description": "Currency" }, "value": { "type": "number", "description": "Realized gain value. The number will be negative incase if loss" } } } } } } } } } } } /%}