Retrieve Tax Form

object

taxYear

Year for which taxes are being paid

integer

taxStatementId

string

Long-term persistent id for the tax statement. Depending upon the data provider, this may be the same id as the id on the enclosed tax form(s), or this may be a different id

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmittted on TaxStatement, 'JSON' data type responses if it is the same on all included tax forms

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmittted on TaxStatement, 'JSON' data type responses if it is the same on all included tax forms

taxDataType

Whether this `application/json` tax form response contains data in `forms` property (as 'JSON' format) or `pdf` property (as 'BASE64_PDF' format)

forms

array of objects

The list of data contents for all included tax forms, response should include one of `forms` or `pdf`

object

businessIncomeStatement

Business Income Statement for IRS Form 1040 Schedule C

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

businessName

string

Box C, Business name

sales

number

Box 1, Gross receipts or sales

returns

number

Box 2, Returns and allowances

otherIncome

array

advertising

number

Box 8, Advertising

carAndTruck

number

Box 9, Car and truck expenses

commissions

number

Box 10, Commissions and fees

contractLabor

number

Box 11, Contract labor

depletion

number

Box 12, Depletion

depreciation

number

Box 13, Depreciation

employeeBenefits

number

Box 14, Employee benefit programs

insurance

number

Box 15, Insurance

mortgageInterest

number

Box 16a, Mortgage interest

otherInterest

number

Box 16b, Other interest

legal

number

Box 17, Legal and professional services

office

number

Box 18, Office expense

pension

number

Box 19, Pension and profit-sharing plans

equipmentRent

number

Box 20a, Equipment rent

otherRent

number

Box 20b, Other rent

repairs

number

Box 21, Repairs and maintenance

supplies

number

Box 22, Supplies

taxes

number

Box 23, Taxes and licenses

travel

number

Box 24a, Travel

meals

number

Box 24b, Deductible meals

utilities

number

Box 25, Utilities

wages

number

Box 26, Wages

otherExpenses

Box 27, Other expenses

beginningInventory

number

Box 35, Inventory at beginning of year

purchases

number

Box 36, Purchases

costOfLabor

number

Box 37, Cost of labor

materials

number

Box 38, Materials and supplies

otherCosts

array of objects

Box 39, Other costs

object

description

string

Description

amount

number

Amount

endingInventory

number

Box 41, Inventory at end of year

capitalExpenditures

array

cryptocurrencyTaxStatement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

gainsAndLosses

array of objects

The list of cryptocurrency gains and losses

object

cryptocurrencyName

string

Cryptocurrency name (e.g. Bitcoin)

symbol

string

Cryptocurrency abbreviation or symbol (e.g. BTC)

quantity

number

Quantity (e.g. 0.0125662)

saleDescription

string

Description of property (1099-B box 1a)

dateAcquired

Date acquired (1099-B box 1b)

string

variousDatesAcquired

boolean

Acquired on various dates (1099-B box 1b)

dateOfSale

Date sold or disposed (1099-B box 1c)

string

salesPrice

number

Proceeds (not price per share, 1099-B box 1d)

costBasis

number

Cost or other basis (1099-B box 1e)

longOrShort

farmIncomeStatement

Farm Income Statement for IRS Form 1040 Schedule F

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

cropOrActivity

string

Box A, Principal crop or activity

sales

number

Box 1a, Sales of livestock and other resale items

costOfItemsSold

number

Box 1b, Cost or other basis of livestock or other items

salesOfRaised

number

Box 2, Sales of livestock, produce, grains, and other products you raised

coopDistributions

number

Box 3a, Cooperative distributions

agProgramPayments

number

Box 4a, Agricultural program payments

cccLoans

number

Box 5a, Commodity Credit Corporation (CCC) loans reported under election

cropInsuranceProceeds

number

Box 6a, Crop insurance proceeds and federal crop disaster payments

customHireIncome

number

Box 7, Custom hire (machine work) income

otherIncome

Box 8, Other income

carAndTruck

number

Box 10, Car and truck expenses

chemicals

number

Box 11, Chemicals

conservation

number

Box 12, Conservation expenses

customHireExpenses

number

Box 13, Custom hire (machine work)

depreciation

number

Box 14, Depreciation

employeeBenefitPrograms

number

Box 15, Employee benefit programs

feed

number

Box 16, Feed

fertilizers

number

Box 17, Fertilizers and lime

freight

number

Box 18, Freight and trucking

fuel

number

Box 19, Gasoline, fuel, and oil

insurance

number

Box 20, Insurance (other than health)

mortgageInterest

number

Box 21a, Mortgage Interest

otherInterest

number

Box 21b, Other interest

laborHired

number

Box 22, Labor hired

pension

number

Box 23, Pension and profit-sharing plans

equipmentRent

number

Box 24a, Rent or lease: Vehicles, machinery, equipment

otherRent

number

Box 24b, Rent or lease: Other

repairs

number

Box 25, Repairs and maintenance

seeds

number

Box 26, Seeds and plants

storage

number

Box 27, Storage and warehousing

supplies

number

Box 28, Supplies

taxes

number

Box 29, Taxes

utilities

number

Box 30, Utilities

veterinary

number

Box 31, Veterinary, breeding, and medicine

otherExpenses

array

capitalExpenditures

array

farmRentalIncomeStatement

Farm Rental Income Statement for IRS Form 4835

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

incomeFromProduction

number

Box 1, Income from production of livestock, produce, grains, and other crops

coopDistributions

number

Box 2a, Cooperative distributions

agProgramPayments

number

Box 3a, Agricultural program payments

cccLoans

number

Box 4a, Commodity Credit Corporation (CCC) loans reported under election

cropInsuranceProceeds

number

Box 5a, Crop insurance proceeds and federal crop disaster payments

otherIncome

Box 6, Other income

carAndTruck

number

Box 8, Car and truck expenses

chemicals

number

Box 9, Chemicals

conservation

number

Box 10, Conservation expenses

customHireExpenses

number

Box 11, Custom hire (machine work)

depreciation

number

Box 12, Depreciation

employeeBenefitPrograms

number

Box 13, Employee benefit programs

feed

number

Box 14, Feed

fertilizers

number

Box 15, Fertilizers and lime

freight

number

Box 16, Freight and trucking

fuel

number

Box 17, Gasoline, fuel, and oil

insurance

number

Box 18, Insurance (other than health)

mortgageInterest

number

Box 19a, Mortgage Interest

otherInterest

number

Box 19b, Other interest

laborHired

number

Box 20, Labor hired

pension

number

Box 21, Pension and profit-sharing plans

equipmentRent

number

Box 22a, Rent or lease: Vehicles, machinery, equipment

otherRent

number

Box 22b, Rent or lease: Other

repairs

number

Box 23, Repairs and maintenance

seeds

number

Box 24, Seeds and plants

storage

number

Box 25, Storage and warehousing

supplies

number

Box 26, Supplies

taxes

number

Box 27, Taxes

utilities

number

Box 28, Utilities

veterinary

number

Box 29, Veterinary, breeding, and medicine

otherExpenses

Box 30, Other expenses

capitalExpenditures

array

rentalIncomeStatement

Rental Income Statement for IRS Form 1040 Schedule E

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

propertyAddress

line1

string

Address line 1

line2

string

Address line 2

line3

string

Address line 3

city

string

City

region

string

State, Province, Territory, Canton or Prefecture. From [Universal Postal Union](https://www.upu.int/en/Postal-Solutions/Programmes-Services/Addressing-Solutions#addressing-s42-standard) as of 2-26-2020, [S42 International Address Standards](https://www.upu.int/UPU/media/upu/documents/PostCode/S42_International-Addressing-Standards.pdf). For U.S. addresses can be 2-character code from '#/components/schemas/StateCode'

postalCode

string

Postal code

country

Country code

string

rents

number

Box 3, Rents received

advertising

number

Box 5, Advertising

auto

number

Box 6, Auto and travel

cleaning

number

Box 7, Cleaning and maintenance

commissions

number

Box 8, Commissions

insurance

number

Box 9, Insurance

legal

number

Box 10, Legal and other professional fees

managementFees

number

Box 11, Management fees

mortgageInterest

number

Box 12, Mortgage interest paid to banks, etc.

otherInterest

number

Box 13, Other interest

repairs

number

Box 14, Repairs

supplies

number

Box 15, Supplies

taxes

number

Box 16, Taxes

utilities

number

Box 17, Utilities

depreciationExpense

number

Box 18, Depreciation

otherExpenses

Box 19, Other expenses

capitalExpenditures

array

royaltyIncomeStatement

Royalty Income Statement for IRS Form 1040 Schedule E

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

propertyAddress

line1

string

Address line 1

line2

string

Address line 2

line3

string

Address line 3

city

string

City

region

string

State, Province, Territory, Canton or Prefecture. From [Universal Postal Union](https://www.upu.int/en/Postal-Solutions/Programmes-Services/Addressing-Solutions#addressing-s42-standard) as of 2-26-2020, [S42 International Address Standards](https://www.upu.int/UPU/media/upu/documents/PostCode/S42_International-Addressing-Standards.pdf). For U.S. addresses can be 2-character code from '#/components/schemas/StateCode'

postalCode

string

Postal code

country

Country code

string

royalties

number

Box 3, Royalties received

advertising

number

Box 5, Advertising

auto

number

Box 6, Auto and travel

cleaning

number

Box 7, Cleaning and maintenance

commissions

number

Box 8, Commissions

insurance

number

Box 9, Insurance

legal

number

Box 10, Legal and other professional fees

managementFees

number

Box 11, Management fees

mortgageInterest

number

Box 12, Mortgage interest paid to banks, etc.

otherInterest

number

Box 13, Other interest

repairs

number

Box 14, Repairs

supplies

number

Box 15, Supplies

taxes

number

Box 16, Taxes

utilities

number

Box 17, Utilities

depletionExpense

number

Box 18, Depletion

otherExpenses

Box 19, Other expenses

capitalExpenditures

array

tax1041K1

Beneficiary's Share of Income, Deductions, Credits, etc.

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

finalK1

boolean

Final K-1

amendedK1

boolean

Amended K-1

fiscalYearBegin

Fiscal year begin date

string

fiscalYearEnd

Fiscal year end date

string

form1041T

boolean

Box D, Check if Form 1041-T was filed

date1041T

Box D, and enter the date it was filed

string

final1041

boolean

Box E, Check if this is the final Form 1041 for the estate or trust

domestic

boolean

Box H, Domestic beneficiary

foreign

boolean

Box H, Foreign beneficiary

interestIncome

number

Box 1, Interest income

ordinaryDividends

number

Box 2a, Ordinary dividends

qualifiedDividends

number

Box 2b, Qualified dividends

netShortTermGain

number

Box 3, Net short-term capital gain

netLongTermGain

number

Box 4a, Net long-term capital gain

gain28Rate

number

Box 4b, 28% rate gain

unrecaptured1250Gain

number

Box 4c, Unrecaptured section 1250 gain

otherPortfolioIncome

number

Box 5, Other portfolio and nonbusiness income

ordinaryBusinessIncome

number

Box 6, Ordinary business income

netRentalRealEstateIncome

number

Box 7, Net rental real estate income

otherRentalIncome

number

Box 8, Other rental income

directlyApportionedDeductions

array of objects

Box 9, Directly apportioned deductions

object

code

string

Code

amount

number

Amount

estateTaxDeduction

number

Box 10, Estate tax deduction

finalYearDeductions

array of objects

Box 11, Final year deductions

object

code

string

Code

amount

number

Amount

fiduciary

Box C, Fiduciary's name and address

amtAdjustments

array of objects

Box 12, Alternative minimum tax adjustment

object

code

string

Code

amount

number

Amount

credits

Box 13, Credits and credit recapture

otherInfo

array

tax1042S

Foreign Person's U.S. Source Income Subject to Withholding

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

formId

string

Unique form identifier

amended

boolean

Amended

amendmentNumber

integer

Amendment number

incomeTypeCode

string

Box 1, Income code

grossIncome

number

Box 2, Gross income

chapterIndicator

string

Box 3, Chapter indicator

ch3ExemptionCode

string

Box 3a, Exemption code

ch3TaxRate

number

Box 3b, Tax rate

ch4ExemptionCode

string

Box 4a, Exemption code

ch4TaxRate

number

Box 4b, Tax rate

withholdingAllowance

number

Box 5, Withholding allowance

netIncome

number

Box 6, Net income

federalTaxWithheld

number

Box 7a, Federal tax withheld

escrowProceduresApplied

boolean

Box 7b, Check if federal tax withheld was not deposited with the IRS because escrow procedures were applied

subsequentYear

boolean

Box 7c, Check if withholding occurred in subsequent year with respect to a partnership interest

otherAgentsTaxWithheld

number

Box 8, Tax withheld by other agents

recipientRepaidAmount

number

Box 9, Overwithheld tax repaid to recipient pursuant to adjustment procedures

totalTaxWithholdingCredit

number

Box 10, Total withholding credit

withholdingAgentTaxPaid

number

Box 11, Tax paid by withholding agent (amounts not withheld)

withholdingAgent

Boxes 12a-i, Withholding agent

form1042Recipient

object

lobCode

string

Box 13j, Recipient's LOB code, if any

dateOfBirth

Box 13l, Recipient's date of birth

string

accountNumber

string

Box 13k, Recipient account number

primary

Boxes 14a-b, Primary Withholding Agent

prorataBasisReporting

boolean

Box 15, Check if pro-rata basis reporting

intermediary

Boxes 15a-i, Intermediary or flow thru entity

payer

Boxes 16a-e, Payer

stateAndLocal

Box 17, State and Local tax withholding

tax1065K1

Partner's Share of Income, Deductions, Credits, etc.

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

fiscalYearBegin

Fiscal year begin date

string

fiscalYearEnd

Fiscal year end data

string

finalK1

boolean

Final K-1

amendedK1

boolean

Amended K-1

irsCenter

string

Box C, IRS Center where partnership filed return

publiclyTraded

boolean

Box D, Check if this is a publicly traded partnership (PTP)

generalPartner

boolean

Box G, General partner or LLC member-manager

limitedPartner

boolean

Box G, Limited partner or other LLC member

domestic

boolean

Box H1, Domestic partner

foreign

boolean

Box H1, Foreign partner

disregardedEntity

boolean

Box H2, Check if the partner is a disregarded entity (DE), and enter the partner's TIN and Name

disregardedEntityTin

string

Box H2, Disregarded entity partner's TIN

disregardedEntityName

string

Box H2, Disregarded entity partner's Name

entityType

string

Box I1, What type of entity is this partner?

retirementPlan

boolean

Box I2, If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here

profitShareBegin

number

Box J, Partner's share of profit - beginning

profitShareEnd

number

Box J, Partner's share of profit - ending

lossShareBegin

number

Box J, Partner's share of loss - beginning

lossShareEnd

number

Box J, Partner's share of loss - ending

capitalShareBegin

number

Box J, Partner's share of capital - beginning

capitalShareEnd

number

Box J, Partner's share of capital - ending

decreaseDueToSaleOrExchange

boolean

Box J, Check if decrease is due to sale or exchange of partnership interest. Deprecated and no longer used beginning tax year 2023. Use `decreaseDueToSale` and `decreaseDueToExchange` instead

decreaseDueToSale

boolean

Box J, Check if decrease is due to sale of partnership interest

decreaseDueToExchange

boolean

Box J, Check if decrease is due to exchange of partnership interest

nonrecourseLiabilityShareBegin

number

Box K1, Partner's share of liabilities - beginning - nonrecourse

nonrecourseLiabilityShareEnd

number

Box K1, Partner's share of liabilities - ending - nonrecourse

qualifiedLiabilityShareBegin

number

Box K1, Partner's share of liabilities - beginning - qualified nonrecourse financing

qualifiedLiabilityShareEnd

number

Box K1, Partner's share of liabilities - ending - qualified nonrecourse financing

recourseLiabilityShareBegin

number

Box K1, Partner's share of liabilities - beginning - recourse

recourseLiabilityShareEnd

number

Box K1, Partner's share of liabilities - ending - recourse

includesLowerTierLiability

boolean

Box K2, Check this box if item K1 includes liability amounts from lower tier partnerships

liabilitySubjectToGuarantees

boolean

Box K3, Check if any of the above liability is subject to guarantees or other payment obligations by the partner

capitalAccountBegin

number

Box L, Partner's capital account analysis - Beginning capital account

capitalAccountContributions

number

Box L, Partner's capital account analysis - Capital contributed during the year

capitalAccountIncrease

number

Box L, Partner's capital account analysis - Current year net income (loss)

capitalAccountOther

number

Box L, Partner's capital account analysis - Other increase (decrease)

capitalAccountWithdrawals

number

Box L, Partner's capital account analysis - Withdrawals & distributions

capitalAccountEnd

number

Box L, Partner's capital account analysis - Ending capital account

builtInGain

boolean

Box M, Did the partner contribute property with a built-in gain or loss? - Yes

unrecognizedSection704Begin

number

Box N, Partner's Share of Net Unrecognized Section 704(c) Gain or (Loss) - beginning

unrecognizedSection704End

number

Box N, Partner's Share of Net Unrecognized Section 704(c) Gain or (Loss) - ending

ordinaryIncome

number

Box 1, Ordinary business income (loss)

netRentalRealEstateIncome

number

Box 2, Net rental real estate income (loss)

otherRentalIncome

number

Box 3, Other net rental income (loss)

guaranteedPaymentServices

number

Box 4a, Guaranteed payments for services

guaranteedPaymentCapital

number

Box 4b, Guaranteed payments for capital

guaranteedPayment

number

Box 4c, Total guaranteed payments

interestIncome

number

Box 5, Interest income

ordinaryDividends

number

Box 6a, Ordinary dividends

qualifiedDividends

number

Box 6b, Qualified dividends

dividendEquivalents

number

Box 6c, Dividend equivalents

royalties

number

Box 7, Royalties

netShortTermGain

number

Box 8, Net short-term capital gain (loss)

netLongTermGain

number

Box 9a, Net long-term capital gain (loss)

collectiblesGain

number

Box 9b, Collectibles (28%) gain (loss)

unrecaptured1250Gain

number

Box 9c, Unrecaptured section 1250 gain

net1231Gain

number

Box 10, Net section 1231 gain (loss)

otherIncome

array of objects

Box 11, Other income

object

code

string

Code

amount

number

Amount

section179Deduction

number

Box 12, Section 179 deduction

otherDeductions

Box 13, Other deductions

selfEmployment

array of objects

Box 14, Self-employment earnings (loss)

object

code

string

Code

amount

number

Amount

credits

array

scheduleK3

boolean

Box 16, Schedule K-3 is attached

amtItems

Box 17, Alternative minimum tax (AMT) items

taxExemptIncome

array of objects

Box 18, Tax-exempt income and nondeductible expenses

object

code

string

Code

amount

number

Amount

distributions

array of objects

Box 19, Distributions

object

code

string

Code

amount

number

Amount

otherInfo

Box 20, Other information

foreignTaxPaid

number

Box 21, Foreign taxes paid or accrued

multipleAtRiskActivities

boolean

Box 22, More than one activity for at-risk purposes

multiplePassiveActivities

boolean

Box 23, More than one activity for passive activity purposes

tax1095A

Health Insurance Marketplace Statement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

marketplaceId

string

Box 1, Marketplace identifier

marketplacePolicyNumber

string

Box 2, Marketplace-assigned policy number

policyIssuerName

string

Box 3, Policy issuer's name

recipientDateOfBirth

Box 6, Recipient's date of birth

string

spouseName

string

Box 7, Recipient's spouse's name

spouseTin

string

Box 8, Recipient's spouse's SSN

spouseDateOfBirth

Box 9, Recipient's spouse's date of birth

string

policyStartDate

Box 10, Policy start date

string

policyTerminationDate

Box 11, Policy termination date

string

coveredIndividuals

array

coverages

array of objects

Boxes 21-33, Coverage Information

object

enrollmentPremium

number

Monthly enrollment premiums

slcspPremium

number

Monthly second lowest cost silver plan (SLCSP) premium

advancePremiumTaxCreditPayment

number

Monthly advance payment of premium tax credit

month

Month of coverage

string

tax1095B

Health Coverage

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

responsibleDateOfBirth

Box 3, Date of birth (if SSN or other TIN is not available)

string

originOfHealthCoverageCode

string

Box 8, Enter letter identifying Origin of the Health Coverage

employer

Boxes 10-15, Employer EIN, name and address

coveredIndividuals

array of objects

Boxes 23+, Covered Individuals

object

name

Name of responsible individual

object

first

string

First name

middle

string

Middle initial

last

string

Last name

suffix

string

Generational or academic suffix

tin

string

Social security number or other TIN

dateOfBirth

Date of birth

string

coveredAll12Months

boolean

Covered all 12 months

coveredMonths

array of objects

Months covered

string

tax1095C

Employer-Provided Health Insurance Offer and Coverage

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

selfInsuredCoverage

boolean

Self Insured Coverage

offersOfCoverage

array of objects

Boxes 14-16, Employee Offer of Coverage

object

coverageCode

string

Offer of Coverage (enter required code)

requiredContribution

number

Employee required contribution

section4980HCode

string

Section 4980H Safe Harbor and Other Relief (enter code)

postalCode

string

Box 17, ZIP Code

month

Month

employeeAge

integer

Employee's Age on January 1

planStartMonth

integer

Plan Start Month

coveredIndividuals

Boxes 17+, Covered Individuals

tax1097Btc

Bond Tax Credit

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

filingForCredit

boolean

Form 1097-BTC issuer is: Issuer of bond or its agent filing current year Form 1097-BTC for credit being reported

asNominee

boolean

Form 1097-BTC issuer is: An entity or a person that received or should have received a current year Form 1097-BTC and is distributing part or all of that credit to others

total

number

Box 1, Total

bondCode

string

Box 2a, Code

uniqueId

string

Box 2b, Unique Identifier

bondType

string

Box 3, Bond type

amounts

array of objects

Box 5, Amounts by month

object

month

Month

string

amount

number

Amount

comments

string

Box 6, Comments

tax1098

Mortgage Interest Statement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

mortgagedProperties

integer

Box 9, Number of properties securing the mortgage

otherInformation

string

Box 10, Other (property tax)

accountNumber

string

Account number

mortgageInterest

number

Box 1, Mortgage interest received from borrower

outstandingPrincipal

number

Box 2, Outstanding mortgage principal

originationDate

Box 3, Mortgage origination date

string

overpaidRefund

number

Box 4, Refund of overpaid interest

mortgageInsurance

number

Box 5, Mortgage insurance premiums

pointsPaid

number

Box 6, Points paid on purchase of principal residence

isPropertyAddressSameAsBorrowerAddress

boolean

Box 7, Is address of property securing mortgage same as PAYER'S/BORROWER'S address

acquisitionDate

Box 11, Mortgage acquisition date

string

propertyAddress

Box 8, Address of property securing mortgage

propertyTax

number

Box 10, Property tax

propertyDescription

string

Box 8, Description of property securing mortgage, if property securing mortgage has no address

tax1098C

Contributions of Motor Vehicles, Boats, and Airplanes

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

dateOfContribution

Box 1, Date of contribution

string

odometerMileage

integer

Box 2a, Odometer mileage

carYear

integer

Box 2b, Year

make

string

Box 2c, Make

model

string

Box 2d, Model

vin

string

Box 3, Vehicle or other identification number

armsLengthTransaction

boolean

Box 4a, Donee certifies that vehicle was sold in arm's length transaction to unrelated party

dateOfSale

Box 4b, Date of sale

string

grossProceeds

number

Box 4c, Gross proceeds from sale (see instructions)

notTransferredBefore

boolean

Box 5a, Donee certifies that vehicle will not be transferred for money, other property, or services before completion of material improvements or significant intervening use

needyIndividual

boolean

Box 5b, Donee certifies that vehicle is to be transferred to a needy individual for significantly below fair market value in furtherance of donee's charitable purpose

descriptionOfImprovements

string

Box 5c, Donee certifies the following detailed description of material improvements or significant intervening use and duration of use

goodsInExchange

boolean

Box 6a, Did you provide goods or services in exchange for the vehicle? Yes

valueOfExchange

number

Box 6b, Value of goods and services provided in exchange for the vehicle

intangibleReligious

boolean

Box 6c, If this box is checked, donee certifies that the goods and services consisted solely of intangible religious benefits

descriptionOfGoods

string

Box 6c, Describe the goods and services, if any, that were provided

maxDeductionApplies

boolean

Box 7, Under the law, the donor may not claim a deduction of more than $500 for this vehicle if this box is checked

tax1098E

Student Loan Interest Statement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

studentLoanInterest

number

Box 1, Student loan interest received by lender

box1ExcludesFees

boolean

Box 2, If checked, box 1 does not include loan origination fee made before September 1, 2004

tax1098Ma

Mortgage Assistance Payments

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

totalMortgagePayments

number

Box 1, Total State HFA (Housing Finance Agency) and homeowner mortgage payments

mortgageAssistancePayments

number

Box 2, State HFA (Housing Finance Agency) mortgage assistance payments

homeownerMortgagePayments

number

Box 3, Homeowner mortgage payments

tax1098Q

Qualifying Longevity Annuity Contract Information

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

planNumber

string

Plan number

planName

string

Plan name

planSponsorId

string

Plan sponsor's EIN

annuityAmount

number

Box 1a, Annuity amount on start date

startDate

Box 1b, Annuity start date

string

canBeAccelerated

boolean

Box 2, Start date may be accelerated

totalPremiums

number

Box 3, Total premiums

fairMarketValue

number

Box 4, Fair market value of qualifying longevity annuity contract (FMV of QLAC)

premiums

array of objects

Box 5, Total monthly premiums paid for the contract and date of the last payment in the month

object

date

Date of amount. When used in 1098-Q, date of last payment in month

string

description

string

Description of amount. When used in 1098-Q, may use MonthAbbreviation

amount

number

Amount of payment or receipt. When used in 1098-Q, monthly total

tax1098T

Tuition Statement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

studentTinCertification

boolean

By checking the box in STUDENT'S TIN, filer is making a true and accurate certification under penalty of perjury that they have complied with standards promulgated by the Secretary for obtaining such individual's TIN

accountNumber

string

Account number

halfTime

boolean

Box 8, Check if at least half-time student

qualifiedTuitionFees

number

Box 1, Payments received for qualified tuition and related expenses

adjustmentPriorYear

number

Box 4, Adjustments made for a prior year

scholarship

number

Box 5, Scholarships or grants

adjustScholarship

number

Box 6, Adjustments to scholarships or grants for a prior year

includeJanMar

boolean

Box 7, Check if the amount in box 1 or box 2 includes amounts for an academic period beginning January - March of next year

graduate

boolean

Box 9, Check if graduate student

insuranceRefund

number

Box 10, Insurance contract reimbursement / refund

tax1099A

Acquisition or Abandonment of Secured Property

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

dateOfAcquisition

Box 1, Date of lender's acquisition or knowledge of abandonment

string

principalBalance

number

Box 2, Balance of principal outstanding

fairMarketValue

number

Box 4, Fair market value property

personallyLiable

boolean

Box 5, If checked, the borrower was personally liable for repayment of the debt

propertyDescription

string

Box 6, Description of property

tax1099B

Proceeds From Broker and Barter Exchange Transactions

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

stateAndLocal

Boxes 14-16, State and Local tax withholding

federalTaxWithheld

number

Box 4, Federal income tax withheld

profitOnClosedContracts

number

Box 8, Profit or (loss) realized in current year on closed contracts

unrealizedProfitOpenContractsBegin

number

Box 9, Unrealized profit or loss on open contracts at end of last year

unrealizedProfitOpenContractsEnd

number

Box 10, Unrealized profit or loss on open contracts at end of current year

aggregateProfitOnContracts

number

Box 11, Aggregate profit or (loss) on contracts

bartering

number

Box 13, Bartering

securityDetails

array of objects

Boxes 1-3, 5-7, 12, Security details

object

checkboxOnForm8949

string

Applicable checkbox on Form 8949

securityName

string

Security name

numberOfShares

number

Number of shares

saleDescription

string

Box 1a, Description of property

dateAcquired

Box 1b, Date acquired

string

variousDatesAcquired

boolean

Box 1b, Date acquired Various

dateOfSale

Box 1c, Date sold or disposed

string

salesPrice

number

Box 1d, Proceeds (not price per share)

accruedMarketDiscount

number

Box 1f, Accrued market discount

adjustmentCodes

array of objects

Other adjustments (code and amount)

object

code

string

Code

amount

number

Amount

costBasis

number

Box 1e, Cost or other basis

correctedCostBasis

number

Corrected cost basis. May be supplied in lieu of adjustmentCode code B. If both adjustmentCodes and correctedCostBasis are supplied, costBasis plus adjustmentCode B should equal correctedCostBasis

washSaleLossDisallowed

number

Box 1g, Wash sale loss disallowed

longOrShort

ordinary

boolean

Box 2, Ordinary

collectible

boolean

Box 3, Collectibles

qof

boolean

Box 3, Qualified Opportunity Fund (QOF)

federalTaxWithheld

number

Box 4, Federal income tax withheld

noncoveredSecurity

boolean

Box 5, Noncovered security

grossOrNet

Box 6, Reported to IRS: GROSS or NET

lossNotAllowed

boolean

Box 7, Loss not allowed based on proceeds

basisReported

boolean

Box 12, Basis reported to IRS

stateAndLocal

array

cusip

string

CUSIP number

foreignAccountTaxCompliance

boolean

Foreign account tax compliance

expiredOption

To indicate gain or loss resulted from option expiration. If salesPrice (1d, proceeds) is zero, use PURCHASED. If costBasis (1e) is zero, use GRANTED

string

investmentSaleType

Type of investment sale

string

secondTinNotice

boolean

Second TIN Notice

tax1099C

Cancellation of Debt

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

dateOfEvent

Box 1, Date of identifiable event

string

amountDischarged

number

Box 2, Amount of debt discharged

interestIncluded

number

Box 3, Interest if included in box 2

debtDescription

string

Box 4, Debt description

personallyLiable

boolean

Box 5, If checked, the debtor was personally liable for repayment of the debt

debtCode

string

Box 6, Identifiable debt code

fairMarketValue

number

Box 7, Fair market value of property

tax1099Cap

Changes in Corporate Control and Capital Structure

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

dateOfSale

Box 1, Date of sale or exchange

string

aggregateAmount

number

Box 2, Aggregate amount received

numberOfShares

number

Box 3, Number of shares exchanged

stockClasses

string

Box 4, Classes of stock exchanged

tax1099ConsolidatedStatement

Consolidated Statement for combined IRS Form 1099s

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

marginInterestPaid

number

Interest paid on margin account

paymentInLieuPaid

number

Payment in lieu of dividends paid

advisorFeesPaid

number

Advisor fees paid

otherFeesPaid

number

Other fees paid

corporateBondInterestPaid

number

Accrued Interest Paid offset to form 1099-INT box 1, Corporate bond interest income

usBondInterestPaid

number

Accrued Interest Paid offset to form 1099-INT box 3, accrued U.S. Treasury Notes and Bonds interest income

taxExemptInterestPaid

number

Accrued Interest Paid offset to form 1099-INT box 8, tax exempt interest income from municipal bonds

specifiedPabInterestPaid

number

Accrued Interest Paid offset to form 1099-INT box 9, tax exempt interest income from Private Activity Bonds

tax1099Div

Dividends and Distributions

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

ordinaryDividends

number

Box 1a, Total ordinary dividends

qualifiedDividends

number

Box 1b, Qualified dividends

totalCapitalGain

number

Box 2a, Total capital gain distributions

unrecaptured1250Gain

number

Box 2b, Unrecaptured Section 1250 gain

section1202Gain

number

Box 2c, Section 1202 gain

collectiblesGain

number

Box 2d, Collectibles (28%) gain

section897Dividends

number

Box 2e, Section 897 ordinary dividends

section897CapitalGain

number

Box 2f, Section 897 capital gain

nonTaxableDistribution

number

Box 3, Nondividend distributions

federalTaxWithheld

number

Box 4, Federal income tax withheld

section199ADividends

number

Box 5, Section 199A dividends

investmentExpenses

number

Box 6, Investment expenses

foreignTaxPaid

number

Box 7, Foreign tax paid

foreignCountry

string

Box 8, Foreign country or U.S. possession

cashLiquidation

number

Box 9, Cash liquidation distributions

nonCashLiquidation

number

Box 10, Noncash liquidation distributions

foreignAccountTaxCompliance

boolean

Box 11, FATCA filing requirement

taxExemptInterestDividend

number

Box 12, Exempt-interest dividends

specifiedPabInterestDividend

number

Box 13, Specified private activity bond interest dividends

stateAndLocal

Boxes 14-16, State and Local tax withholding

foreignIncomes

Foreign income information

stateTaxExemptIncomes

array of objects

Tax exempt income state information

object

description

string

Description

amount

number

Amount

secondTinNotice

boolean

Second TIN Notice

tax1099G

Certain Government Payments

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

unemploymentCompensation

number

Box 1, Unemployment compensation

taxRefund

number

Box 2, State or local income tax refunds, credits, or offsets

refundYear

integer

Box 3, Box 2 amount is for tax year

federalTaxWithheld

number

Box 4, Federal income tax withheld

rtaaPayments

number

Box 5, RTAA payments

grants

number

Box 6, Taxable grants

agriculturePayments

number

Box 7, Agriculture payments

businessIncome

boolean

Box 8, If checked, box 2 is trade or business income

marketGain

number

Box 9, Market gain

stateAndLocal

Boxes 10-11, State and Local tax withholding

secondTinNotice

boolean

Second TIN Notice

tax1099H

Health Coverage Tax Credit (HCTC) Advance Payments

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

advancePayments

number

Box 1, Amount of HCTC advance payments

numberOfMonths

integer

Box 2, Number of months HCTC advance payments and reimbursement credits paid to you

payments

array of objects

Boxes 3-14, Payments by month

object

month

Month

string

amount

number

Amount

tax1099Int

Interest Income

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

foreignAccountTaxCompliance

boolean

FATCA filing requirement

accountNumber

string

Account number

payerRtn

string

Payer's RTN

interestIncome

number

Box 1, Interest income

earlyWithdrawalPenalty

number

Box 2, Early withdrawal penalty

usBondInterest

number

Box 3, Interest on U.S. Savings Bonds and Treasury obligations

federalTaxWithheld

number

Box 4, Federal income tax withheld

investmentExpenses

number

Box 5, Investment expenses

foreignTaxPaid

number

Box 6, Foreign tax paid

foreignCountry

string

Box 7, Foreign country or U.S. possession

taxExemptInterest

number

Box 8, Tax-exempt interest

specifiedPabInterest

number

Box 9, Specified private activity bond interest

marketDiscount

number

Box 10, Market discount

bondPremium

number

Box 11, Bond premium

usBondPremium

number

Box 12, Bond premium on Treasury obligations

taxExemptBondPremium

number

Box 13, Bond premium on tax-exempt bond

cusipNumber

string

Box 14, Tax-exempt bond CUSIP no.

stateAndLocal

Boxes 15-17, State and Local tax withholding

foreignIncomes

array

stateTaxExemptIncome

array of objects

Supplemental tax-exempt income by state (description is state)

object

description

string

Description

amount

number

Amount

secondTinNotice

boolean

Second TIN Notice

tax1099K

Merchant Card and Third-Party Network Payments

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

paymentSettlementEntity

boolean

Check to indicate if FILER is a Payment Settlement Entity (PSE)

electronicPaymentFacilitator

boolean

Check to indicate if FILER is an Electronic Payment Facilitator (EPF) / Other third party

paymentCard

boolean

Check to indicate transactions reported are: Payment card

thirdPartyNetwork

boolean

Check to indicate transactions reported are: Third party network

pseName

string

PSE's name

psePhone

PSE's phone number

accountNumber

string

Account number

grossAmount

number

Box 1a, Gross amount of payment card/third party network transactions

cardNotPresent

number

Box 1b, Card Not Present Transactions

merchantCategoryCode

string

Box 2, Merchant category code

numberOfTransactions

number

Box 3, Number of purchase transactions

federalTaxWithheld

number

Box 4, Federal income tax withheld

monthAmounts

array of objects

Box 5, Monthly amounts

object

month

Month

string

amount

number

Amount

stateAndLocal

Boxes 6-8, State and Local tax withholding

secondTinNotice

boolean

Second TIN Notice

tax1099Ls

Reportable Life Insurance Sale

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

policyNumber

string

Policy number

payment

number

Box 1, Amount paid to payment recipient

saleDate

Box 2, Date of sale

string

issuerName

string

Issuer's name

contactNameAddress

Acquirer's information contact name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. (If different from ACQUIRER)

tax1099Ltc

Long-Term Care and Accelerated Death Benefits

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

ltcBenefits

number

Box 1, Gross long-term care benefits paid

deathBenefits

number

Box 2, Accelerated death benefits paid

perDiem

boolean

Box 3, Per diem

reimbursedAmount

boolean

Box 3, Reimbursed amount

insuredId

string

INSURED'S taxpayer identification no.

insuredNameAddress

Insured name and address

qualifiedContract

boolean

Box 4, Qualified contract

chronicallyIll

boolean

Box 5, Chronically ill

terminallyIll

boolean

Box 5, Terminally ill

dateCertified

Date certified

string

tax1099Misc

Miscellaneous Income

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

rents

number

Box 1, Rents

royalties

number

Box 2, Royalties

otherIncome

number

Box 3, Other income

federalTaxWithheld

number

Box 4, Federal income tax withheld

fishingBoatProceeds

number

Box 5, Fishing boat proceeds

medicalHealthPayment

number

Box 6, Medical and health care payments

payerDirectSales

boolean

Box 7, Payer made direct sales of $5,000 or more of consumer products to a buyer (recipient) for resale

substitutePayments

number

Box 8, Substitute payments in lieu of dividends or interest

cropInsurance

number

Box 9, Crop insurance proceeds

secondTinNotice

boolean

Second TIN Notice

grossAttorney

number

Box 10, Gross proceeds paid to an attorney

fishPurchased

number

Box 11, Fish purchased for resale

section409ADeferrals

number

Box 12, Section 409A deferrals

foreignAccountTaxCompliance

boolean

Box 13, FATCA filing requirement

excessGolden

number

Box 14, Excess golden parachute payments

nonQualifiedDeferredCompensation

number

Box 15, Nonqualified Deferred Compensation

stateAndLocal

Boxes 16-18, State and Local tax withholding

tax1099Nec

Non-Employee Compensation

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

secondTinNotice

boolean

Second TIN Notice

nonEmployeeCompensation

number

Box 1, Nonemployee compensation

payerDirectSales

boolean

Box 2, Payer made direct sales of $5,000 or more of consumer products to a buyer (recipient) for resale

federalTaxWithheld

number

Box 4, Federal income tax withheld

stateAndLocal

Boxes 5-7, State and Local tax withholding

tax1099Oid

Original Issue Discount

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

foreignAccountTaxCompliance

boolean

FATCA filing requirement

accountNumber

string

Account number

originalIssueDiscount

number

Box 1, Original issue discount

otherPeriodicInterest

number

Box 2, Other periodic interest

earlyWithdrawalPenalty

number

Box 3, Early withdrawal penalty

federalTaxWithheld

number

Box 4, Federal income tax withheld

marketDiscount

number

Box 5, Market discount

acquisitionPremium

number

Box 6, Acquisition premium

oidDescription

string

Box 7, Description

discountOnTreasuryObligations

number

Box 8, Original issue discount on U.S. Treasury obligations

investmentExpenses

number

Box 9, Investment expenses

bondPremium

number

Box 10, Bond premium

taxExemptOid

number

Box 11, Tax-exempt OID

stateAndLocal

Boxes 12-14, State and Local tax withheld

stateExemptOid

array of objects

Supplemental: State name and tax-exempt OID by state

object

description

string

Description

amount

number

Amount

secondTinNotice

boolean

Second TIN Notice

tax1099Patr

Taxable Distributions Received From Cooperatives

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

patronageDividends

number

Box 1, Patronage dividends

nonpatronageDistributions

number

Box 2, Nonpatronage distributions

perUnitRetainAllocations

number

Box 3, Per-unit retain allocations

federalTaxWithheld

number

Box 4, Federal income tax withheld

redemption

number

Box 5, Redemption of nonqualified notices and retain allocations

section199Deduction

number

Box 6, Section 199A(g) deduction

qualifiedPayments

number

Box 7, Qualified payments

section199QualifiedItems

number

Box 8, Section 199A(a) qualified items

section199SstbItems

number

Box 9, Section 199A(a) SSTB (Specified Service Trade or Business) items

investmentCredit

number

Box 10, Investment credit

workOpportunityCredit

number

Box 11, Work opportunity credit

otherCreditsAndDeductions

number

Box 12, Other credits and deductions

specifiedCoop

boolean

Box 13, Specified Cooperative

stateAndLocal

State and Local tax withholding, from IRS's IRIS schema

secondTinNotice

boolean

Second TIN Notice

tax1099Q

Payments From Qualified Education Programs

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

grossDistribution

number

Box 1, Gross distribution

earnings

number

Box 2, Earnings

basis

number

Box 3, Basis

trusteeToTrustee

boolean

Box 4, Trustee-to-trustee transfer

tuitionPlanPrivate

boolean

Box 5a, Qualified tuition plan - Private

tuitionPlanPublic

boolean

Box 5b, Qualified tuition plan - Public

coverdellEsa

boolean

Box 5c, Coverdell ESA

recipientIsNotBeneficiary

boolean

Box 6, If this box is checked, the recipient is not the designated beneficiary

fairMarketValue

number

If fair market value (FMV) is included, see Pub. 970, Tax Benefits for Education, for how to figure earnings

tax1099Qa

Distributions From ABLE Accounts

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

grossDistribution

number

Box 1, Gross distribution

earnings

number

Box 2, Earnings

basis

number

Box 3, Basis

programTransfer

boolean

Box 4, Program-to-program transfer

terminated

boolean

Box 5, Check if ABLE account terminated in current year

notBeneficiary

boolean

Box 6, Check if the recipient is not the designated beneficiary

tax1099R

Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

allocableToIRR

number

Box 10, Amount allocable to IRR within 5 years

firstYearOfRoth

integer

Box 11, First year of designated Roth contributions. A four-digit year. (Like `TaxYear` definition, but lower minimum since first year of Roth IRAs was 1997)

recipientAccountNumber

string

Account number

grossDistribution

number

Box 1, Gross distribution

taxableAmount

number

Box 2a, Taxable amount

taxableAmountNotDetermined

boolean

Box 2b, Taxable amount not determined

totalDistribution

boolean

Box 2c, Total distribution

capitalGain

number

Box 3, Capital gain

federalTaxWithheld

number

Box 4, Federal income tax withheld

employeeContributions

number

Box 5, Employee contributions

netUnrealizedAppreciation

number

Box 6, Net unrealized appreciation

distributionCodes

array of strings

Box 7, Distribution codes

string

iraSepSimple

boolean

Box 7b, IRA/SEP/SIMPLE

otherAmount

number

Box 8, Other

otherPercent

number

Box 8, Other percent

yourPercentOfTotal

number

Box 9a, Your percent of total distribution

totalEmployeeContributions

number

Box 9b, Total employee contributions

foreignAccountTaxCompliance

boolean

Box 12, FATCA filing requirement

dateOfPayment

Box 13, Date of payment

string

stateAndLocal

Boxes 14-19, State and Local tax withholding

tax1099S

Proceeds From Real Estate Transactions

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account or escrow number

dateOfClosing

Box 1, Date of closing

string

grossProceeds

number

Box 2, Gross proceeds

addressOrLegalDescription

string

Box 3, Address or legal description

receivedOtherConsideration

boolean

Box 4, Transferor received or will receive property or services as part of the consideration (if checked)

foreignPerson

boolean

Box 5, If checked, transferor is a foreign person (nonresident alien, foreign partnership, foreign estate, or foreign trust)

realEstateTax

number

Box 6, Buyer's part of real estate tax

tax1099Sa

Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

grossDistribution

number

Box 1, Gross distribution

earnings

number

Box 2, Earnings on excess contributions

distributionCode

string

Box 3, Distribution code

fairMarketValue

number

Box 4, FMV on date of death

hsa

boolean

Box 5a, HSA

archerAccount

boolean

Box 5b, Archer MSA

medicalSavingsAccount

boolean

Box 5c, Medicare Advantage (MA) MSA

tax1099Sb

Seller's Investment in Life Insurance Contract

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

policyNumber

string

Policy number

contractInvestment

number

Box 1, Investment in contract

surrenderAmount

number

Box 2, Surrender amount

contactNameAddress

Issuer's information contact name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. (if different from ISSUER)

tax1120SK1

Shareholder's Share of Income, Deductions, Credits, etc.

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

finalK1

boolean

Final K-1

amendedK1

boolean

Amended K-1

fiscalYearBegin

Fiscal year begin date

string

fiscalYearEnd

Fiscal year end date

string

irsCenter

string

Box C, IRS Center where corporation filed return

corporationBeginningShares

number

Box D, Corporation's total number of shares, Beginning of tax year

corporationEndingShares

number

Box D, Corporation's total number of shares, End of tax year

percentOwnership

number

Box G, Current year allocation percentage

beginningShares

number

Box H, Shareholder's number of shares, Beginning of tax year

endingShares

number

Box H, Shareholder's number of shares, End of tax year

beginningLoans

number

Box I, Loans from shareholder, Beginning of tax year

endingLoans

number

Box I, Loans from shareholder, Ending of tax year

ordinaryIncome

number

Box 1, Ordinary business income (loss)

netRentalRealEstateIncome

number

Box 2, Net rental real estate income (loss)

otherRentalIncome

number

Box 3, Other net rental income (loss)

interestIncome

number

Box 4, Interest income

ordinaryDividends

number

Box 5a, Ordinary dividends

qualifiedDividends

number

Box 5b, Qualified dividends

royalties

number

Box 6, Royalties

netShortTermGain

number

Box 7, Net short-term capital gain (loss)

netLongTermGain

number

Box 8a, Net long-term capital gain (loss)

collectiblesGain

number

Box 8b, Collectibles (28%) gain (loss)

unrecaptured1250Gain

number

Box 8c, Unrecaptured section 1250 gain

net1231Gain

number

Box 9, Net section 1231 gain (loss)

otherIncome

Box 10, Other income (loss)

section179Deduction

number

Box 11, Section 179 deduction

otherDeductions

array

credits

Box 13, Credits

scheduleK3

boolean

Box 14, Schedule K-3 is attached

amtItems

array

basisItems

array of objects

Box 16, Items affecting shareholder basis

object

code

string

Code

amount

number

Amount

otherInfo

Box 17, Other information

multipleAtRiskActivities

boolean

Box 18, More than one activity for at-risk purposes

multiplePassiveActivities

boolean

Box 19, More than one activity for passive activity purposes

tax2439

Notice to Shareholder of Undistributed Long-Term Capital Gains

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

fiscalYearBegin

Fiscal year begin date

string

fiscalYearEnd

Fiscal year end date

string

undistributedLongTermCapitalGains

number

Box 1a, Total undistributed long-term capital gains

unrecaptured1250Gain

number

Box 1b, Unrecaptured section 1250 gain

section1202Gain

number

Box 1c, Section 1202 gain

collectiblesGain

number

Box 1d, Collectibles (28%) gain

taxPaid

number

Box 2, Tax paid by the RIC or REIT on the box 1a gains

tax3921

Exercise of an Incentive Stock Option Under Section 422(b)

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

optionGrantDate

Box 1, Date option granted

string

optionExerciseDate

Box 2, Date option exercised

string

exercisePrice

number

Box 3, Exercise price per share

exerciseMarketValue

number

Box 4, Fair market value per share on exercise date

numberOfShares

number

Box 5, Number of shares transferred

corporation

Box 6, If other than TRANSFEROR, name, address and tin of corporation whose stock is being transferred

tax3922

Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

optionGrantDate

Box 1, Date option granted

string

optionExerciseDate

Box 2, Date option exercised

string

grantMarketValue

number

Box 3, Fair market value per share on grant date

exerciseMarketValue

number

Box 4, Fair market value per share on exercise date

exercisePrice

number

Box 5, Exercise price paid per share

numberOfShares

number

Box 6, Number of shares transferred

titleTransferDate

Box 7, Date legal title transferred

string

grantDateExercisePrice

number

Box 8, Exercise price per share determined as if the option was exercised on the option granted date

tax5227K1

Split-Interest Trust Beneficiary's schedule K-1

object

tax5498

IRA Contribution Information

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

iraContributions

number

Box 1, IRA contributions

rolloverContributions

number

Box 2, Rollover contributions

rothIraConversion

number

Box 3, Roth IRA conversion amount

recharacterizedContributions

number

Box 4, Recharacterized contributions

fairMarketValue

number

Box 5, Fair market value of account

lifeInsuranceCost

number

Box 6, Life insurance cost included in box 1

ira

boolean

Box 7a, IRA

sep

boolean

Box 7b, SEP

simple

boolean

Box 7c, SIMPLE

rothIra

boolean

Box 7d, Roth IRA

sepContributions

number

Box 8, SEP contributions

simpleContributions

number

Box 9, SIMPLE contributions

rothIraContributions

number

Box 10, Roth IRA contributions

rmdNextYear

boolean

Box 11, If checked, required minimum distribution for next year

rmdDate

Box 12a, RMD date

string

rmdAmount

number

Box 12b, RMD amount

postponedContribution

number

Box 13a, Postponed contribution

postponedYear

integer

Box 13b, Year

postponedCode

string

Box 13c, Code

repayments

number

Box 14a, Repayments

repayCode

string

Box 14b, Code

fmvSpecifiedAssets

number

Box 15a, FMV of certain specified assets

specifiedCodes

string

Box 15b, Code(s)

tax5498Esa

Coverdell ESA Contribution Information

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

coverdellEsaContributions

number

Box 1, Coverdell ESA contributions

rolloverContributions

number

Box 2, Rollover contributions

tax5498Qa

ABLE Account Contribution Information

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

ableContributions

number

Box 1, ABLE contributions

rollovers

number

Box 2, ABLE to ABLE Rollovers

cumulativeContributions

number

Box 3, Cumulative contributions

fairMarketValue

number

Box 4, Fair market value

openedInTaxYear

boolean

Box 5, Check if account opened in current tax year

basisOfDisabilityCode

string

Box 6, Basis of eligibility

typeOfDisabilityCode

string

Box 7, Code

tax5498Sa

HSA, Archer MSA, or Medicare Advantage (MA) MSA Information

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

accountNumber

string

Account number

msaContributions

number

Box 1, Employee or self-employed person's Archer MSA contributions made in current and following years for current year

totalContributions

number

Box 2, Total contributions made in current year

totalPostYearEnd

number

Box 3, Total HSA or Archer MSA contributions made in following year for current year

rolloverContributions

number

Box 4, Rollover contributions

fairMarketValue

number

Box 5, Fair market value of HSA, Archer MSA, or Medicare Advantage (MA) MSA

hsa

boolean

Box 6a, HSA

archer

boolean

Box 6b, Archer MSA

maMsa

boolean

Box 6c, Medicare Advantage (MA) MSA

taxW2

Wage and Tax Statement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

controlNumber

string

Control number

wages

number

Box 1, Wages, tips, other compensation

federalTaxWithheld

number

Box 2, Federal income tax withheld

socialSecurityWages

number

Box 3, Social security wages

socialSecurityTaxWithheld

number

Box 4, Social security tax withheld

medicareWages

number

Box 5, Medicare wages and tips

medicareTaxWithheld

number

Box 6, Medicare tax withheld

socialSecurityTips

number

Box 7, Social security tips

allocatedTips

number

Box 8, Allocated tips

dependentCareBenefit

number

Box 10, Dependent care benefits

nonQualifiedPlan

number

Box 11, Nonqualified plans

codes

array of objects

Box 12, Codes and amounts

object

code

string

Code

amount

number

Amount

statutory

boolean

Box 13, Statutory employee

retirementPlan

boolean

Box 13, Retirement plan

thirdPartySickPay

boolean

Box 13, Third-party sick pay

esppQualified

number

Employee Stock Purchase Plan Qualified Disposition amount

esppNonQualified

number

Employee Stock Purchase Plan Nonqualified Disposition amount

other

array of objects

Box 14, Other descriptions and amounts

object

description

string

Description

amount

number

Amount

stateAndLocal

Boxes 15-20, State and Local tax withholding

taxW2C

IRS form W-2c, Corrected Wage and Tax Statement

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

correctedTinOrName

boolean

Box e, Corrected SSN and/or name

previousEmployeeTin

string

Box f, Employee's previously reported SSN

previousEmployeeName

Box g, Employee's previously reported name

originalW2

Boxes 1-20 of Previously reported Wage and Tax Statement

correctedW2

Boxes 1-20 of Correct information Wage and Tax Statement

taxW2G

Certain Gambling Winnings

object

taxYear

Year for which taxes are being paid

integer

corrected

boolean

True to indicate this is a corrected tax form

accountId

string

Long-term persistent identity of the source account. Not the account number

taxFormId

string

Long-term persistent id for this tax form. Depending upon the data provider, this may be the same id as the enclosing tax statement id, or this may be a different id, or this id may be omitted.

taxFormDate

Date of production or delivery of the tax form

string

additionalInformation

string

Additional explanation text or content about this tax form

taxFormType

Enumerated name of the tax form entity e.g. "TaxW2"

issuer

Issuer's name, address, phone, and TIN. Issuer data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

recipient

Recipient's name, address, phone, and TIN. Recipient data need only be transmitted on enclosing TaxStatement, if it is the same on all its included tax forms.

attributes

array of objects

Additional attributes for this tax form when defined fields are not available. Some specific additional attributes already defined by providers: Fields required by [IRS FIRE](https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire): Name Control, Type of Identification Number (EIN, SSN, ITIN, ATIN). (ATIN is tax ID number for pending adoptions.) Tax form provider field for taxpayer notification: Recipient Email Address.

object

name

string

Name of attribute

value

string

Value of attribute

boxNumber

string

Box number on a tax form, if any

code

string

Tax form code for the given box number, if any

error

Present if an error was encountered while retrieving this form

links

Links to retrieve this form as data or image, or to invoke other APIs

array

winnings

number

Box 1, Reportable winnings

dateWon

Box 2, Date won

string

typeOfWager

string

Box 3, Type of wager

federalTaxWithheld

number

Box 4, Federal income tax withheld

transaction

string

Box 5, Transaction

race

string

Box 6, Race

identicalWinnings

number

Box 7, Winnings from identical wagers

cashier

string

Box 8, Cashier

window

string

Box 10, Window

firstId

string

Box 11, First I.D.

secondId

string

Box 12, Second I.D.

stateAndLocal

Boxes 13-18, State and Local tax withholding, use income fields for state (box 14) and local (box 16) winnings amounts

taxRefundDirectDeposit

Tax refund direct deposit information

pdf

string

PDF version of the tax statement containing all form pages, binary encoded as Base64, response should include one of `pdf` or `forms`

attributes

Additional tax statement attributes that the provider wishes to include