DistributionsTaxFormData

Box-level data for a 1099-SA (HSA distributions), matching the values printed on the member's form. Only the member-specific boxes are exposed: Box 5 (the HSA / Archer MSA / MA MSA checkbox) is always HSA, as indicated by the form's formType. Money boxes render as $0.00 on the PDF when null here.

type DistributionsTaxFormData {
  distributionCode: String
  earningsOnExcessContributions: Money
  fmvOnDateOfDeath: Money
  grossDistribution: Money
}

Fields

DistributionsTaxFormData.distributionCode ● String scalar

Box 3: the one-character IRS distribution code printed on the form. "1" (normal), "2" (excess contributions), "3" (disability), "4" (death), "5" (prohibited transaction), or "6" (death distribution after the year of death to a nonspouse beneficiary).

DistributionsTaxFormData.earningsOnExcessContributions ● Money object

Box 2: earnings on excess contributions that were distributed along with a return of excess contributions (these earnings are also included in Box 1). Populated only when such a distribution occurred; null otherwise.

DistributionsTaxFormData.fmvOnDateOfDeath ● Money object

Box 4: the fair market value of the account on the owner's date of death. Populated only on death-distribution forms; null otherwise.

DistributionsTaxFormData.grossDistribution ● Money object

Box 1: the total distributions taken from the HSA during the tax year, net of any returned (reimbursed) distributions and reversals.

Implemented By

TaxFormData union