New Docs, New API for
Tax Software (1040) Programs

Tax preparation (1040) software may now import 33 types of tax information document data into their program.

Via:

  • Traditional OFX API
  • New REST APIs
Supported Tax Information Documents

  1. Form 1095-A — Health Insurance Marketplace Statement
  2. Form 1095-B — Health Coverage
  3. Form 1095-C — Employer-Provided Health Insurance Offer and Coverage
  4. Form 1097-BTC — Bond Tax Credit
  5. Form 1098 — Mortgage Interest Statement
  6. Form 1098-C — Contributions of Motor Vehicles, Boats, and Airplanes
  7. Form 1098-E — Student Loan Interest Statement
  8. Form 1098-T — Tuition Statement
  9. Form 1099-A — Acquisition or Abandonment of Secured Property
  10. Form 1099-B — Proceeds From Broker and Barter Exchange Transactions
  11. Form 1099-C — Cancellation of Debt
  12. Form 1099-CAP — Changes in Corporate Control and Capital Structure
  13. Form 1099-DIV — Dividends and Distributions
  14. Form 1099-G — Certain Government Payments
  15. Form 1099-H — Health Coverage Tax Credit (HCTC) Advance Payments
  16. Form 1099-INT — Interest Income
  17. Form 1099-K — Merchant Card and Third-Party Network Payments
  18. Form 1099-LTC — Long-Term Care and Accelerated Death Benefits
  19. Form 1099-MISC — Miscellaneous Income
  20. Form 1099-OID — Original Issue Discount
  21. Form 1099-PATR — Taxable Distributions Received From Cooperatives
  22. Form 1099-Q — Payments From Qualified Education Programs
  23. Form 1099-R — Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  24. Form 1099-S — Proceeds From Real Estate Transactions
  25. Form 1099-SA — Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  26. Form 5498 IRA — Contribution Information
  27. Form 5498-ESA — Coverdell ESA Contribution Information
  28. Form 5498-SA — HSA, Archer MSA, or Medicare Advantage MSA Information
  29. Form W-2G — Certain Gambling Winnings
  30. Form W-2 — Wage and Tax Statement
  31. Form 1065-K-1 — Partner's Share of Income, Deductions, Credits, etc.
  32. Form 1120S-K-1 — Shareholder's Share of Income, Deductions, Credits, etc.
  33. Form 1041-K-1 — Beneficiary's Share of Income, Deductions, Credits, etc.