Tax Guide (Beta)

x-akoya-interaction-type header

Optional

Required

x-akoya-last-access header

Not Supported

Required

x-akoya-intent-type header

Not Supported

Required

{version}

Major API version (e.g. v3)

{providerId}

ID for the financial institution providing the data

{accountId}

The consumer’s unique account identifier (not the account number)

taxYear

String

Yes

Tax year to search for (e.g. 2024)

taxForms

Array

No

Specific tax form (e.g. Tax1099Int)

taxDataType

String

No

Format for tax form data (JSON or Base64_PDF)

resultType

String

No

Specifies response type

Authorization

String

Yes

The ID Token for the permissioned user

x-akoya-interaction-type

String (Enum)

v2: No

v3: Yes

Indicates whether a consumer action prompted the request (USER) or the request is part of a batch process (BATCH).

x-akoya-last-access

String (Date-Time)

v2: N/A

v3: Yes

The date and time stamp for the last active use by the user.

x-akoya-intent-type

String (Enum)

v2: N/A

v3: Yes

Indicates whether a transaction involves a payment. Acceptable values are payments or nonpayments.

Accept

String

No

Use the Accept HTTP request header to indicate one or more content types to request for the search result response. Use `application/json` to request data or `application/pdf to request images in comma-separated array format. Use in combination with TaxDataTypeQuery parameter to request `application/json` responses in ''JSON'' or ''BASE64_PDF'' format for tax form data'

{version}

API major version (e.g. v2)

{providerId}

ID for the financial institution providing the data

{taxFormId}

taxFormId (e.g. 9876987698769876)

taxDataType

String

No

Format for tax form data (JSON or BASE64_PDF)

Authorization

String

Yes

The ID Token for the permissioned user

x-akoya-interaction-type

String (Enum)

v2: No

v3: Yes

Indicates whether a consumer action prompted the request (USER) or the request is part of a batch process (BATCH).

x-akoya-last-access

String (Date-Time)

v2: N/A

v3: Yes

The date and time stamp for the last active use by the user.

x-akoya-intent-type

String (Enum)

v2: N/A

v3: Yes

Indicates whether a transaction involves a payment. Acceptable values are payments or nonpayments.

Accept

String

No

Use the Accept HTTP request header to indicate one or more content types to request for the search result response. Use `application/json` to request data or `application/pdf to request images in comma-separated array format. Use in combination with TaxDataTypeQuery parameter to request `application/json` responses in ''JSON'' or ''BASE64_PDF'' format for tax form data'

Tax1099Div

ordinaryDividends, qualifiedDividends, totalCapitalGain, unrecaptured1250Gain, section1202Gain, collectiblesGain, nonTaxableDistribution, section199ADividends, investmentExpenses, foreignTaxPaid, foreignCountry, federalTaxWithheld, cashLiquidation, nonCashLiquidation, taxExemptInterestDividend, specifiedPabInterestDividend, stateAndLocalTaxWithholding, foreignAccountTaxCompliance, taxWithheld, income, stateCode, state, local

Tax1099Int

interestIncome, usBondInterest, earlyWithdrawalPenalty, federalTaxWithheld, investmentExpenses, foreignTaxPaid, foreignCountry, taxExemptInterest, specifiedPabInterest, marketDiscount, bondPremium, usBondPremium, taxExemptBondPremium, cusipNumber, stateAndLocalTaxWithholding, foreignAccountTaxCompliance, taxWithheld, income, stateCode, state, local

Tax1099B

securityName, numberOfShares, saleDescription, dateAcquired, dateOfSale, salesPrice, costBasis, accruedMarketDiscount, adjustmentCodes, correctedCostBasis, washSaleLossDisallowed, longOrShort, ordinary, collectible, qof, federalTaxWithheld, noncoveredSecurity, grossOrNet, basisReported, stateAndLocalTaxWithholding, cusip, foreignAccountTaxCompliance, taxWithheld, income, stateCode, state, local

Tax1099R

grossDistribution, taxableAmount, federalTaxWithheld, stateTaxWithheld, stateAndLocalTaxWithholding, distributionCode, iraSepSimple, totalDistribution, pensionAnnuityTaxableAmount, employeeContributions, loanOffsetAmount, taxableAmountNotDetermined, taxWithheld, income, stateCode, state, local

Tax1099G

unemploymentCompensation, taxableGrants, federalTaxWithheld, stateTaxWithheld, stateAndLocalTaxWithholding, stateOrLocalIncomeTaxRefunds, agriculturalPayments, economicImpactPayment, taxableInterest, taxWithheld, income, stateCode, state, local

Tax1098

mortgageInterestReceived, pointsPaid, propertyTaxes, privateMortgageInsurance, loanOriginationDate, outstandingMortgagePrincipal, federalTaxWithheld, stateAndLocalTaxWithholding, mortgageAcquisitionDate, taxWithheld, income, stateCode, state, local

TaxW2

wagesTipsCompensation, socialSecurityWages, medicareWages, federalTaxWithheld, stateTaxWithheld, localTaxWithheld, socialSecurityTaxWithheld, medicareTaxWithheld, retirementPlan, thirdPartySickPay, dependentCareBenefits, nonqualifiedPlans, tipsAllocated, otherCompensation, stateEmployerId, localEmployerId, localityName

Tax1042S

grossIncome, federalTaxWithheld, foreignTaxPaid, recipientTIN, incomeCode, exemptionCode, countryCode, withholdingAgentTIN, primaryWithholdingAgentTIN, intermediaryTIN, payerTIN, chapter3StatusCode, chapter4StatusCode, withholdingRate, chapterIndicator, recipientType, foreignAccountTaxCompliance

Tax8949

securityName, dateAcquired, dateOfSale, salesPrice, costBasis, adjustmentAmount, gainLoss, longOrShort, washSaleLossDisallowed, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

Tax5498

iraContributions, rolloverContributions, rothConversionAmount, rothContributions, requiredMinimumDistribution, fairMarketValue, designatedRothContribution, hsaContributions, medicareAdvantageMsaContributions, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

Tax1041K1

beneficiaryTIN, beneficiaryName, ordinaryIncome, qualifiedDividends, capitalGains, foreignTaxPaid, deductions, taxExemptInterest, alternativeMinimumTax, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

TaxW2G

grossWinnings, federalTaxWithheld, stateTaxWithheld, localTaxWithheld, typeOfWager, transactionDate, ticketNumber, winnerTIN, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

Tax1040ScheduleC

businessIncome, businessExpenses, netProfitOrLoss, costOfGoodsSold, depreciation, businessUseOfHome, mealsAndEntertainment, utilities, supplies, insurance, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

CryptocurrencyTaxStatement

totalCryptoSales, totalCryptoPurchases, cryptoCapitalGains, cryptoCapitalLosses, cryptoMiningIncome, cryptoForkIncome, cryptoAirdropIncome, cryptoTransactionFees, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

FarmIncomeStatement

totalFarmIncome, totalFarmExpenses, netFarmProfitOrLoss, livestockSales, cropSales, equipmentDepreciation, feedExpenses, fertilizerExpenses, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

FarmRentalIncomeStatement

totalFarmRentalIncome, farmRentalExpenses, netFarmRentalProfitOrLoss, landRentalFees, irrigationExpenses, equipmentMaintenance, insurance, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local

RentalIncomeStatement

totalRentalIncome, rentalExpenses, netRentalProfitOrLoss, propertyManagementFees, mortgageInterest, propertyTaxes, maintenanceRepairs, depreciation, insurance, stateAndLocalTaxWithholding, taxWithheld, income, stateCode, state, local