Financial Data Exchange (FDX) Tax

The Financial Data Exchange (FDX) organization (see financialdataexchange.org) establishes standards for electronic exchange of both banking and tax information.

This website does not contain the official specification document itself. It provides information derived from the specification in HTML format. The official FDX specification document is available at financialdataexchange.org. Final specifications may be accessed and used royalty-free. FDX members may participate in the creation and review of draft specifications.

The FDX Tax specification defines standards-based electronic delivery of the 51 annual tax documents listed below. Detailed information for each document is linked in the description column.

FDX REST API Paths

/tax-forms GET
/tax-forms POST
/tax-forms/{taxFormId} GET
/tax-forms/{taxFormId} PUT

FDX Tax Document Data Structures

# Name Description
1 Business Income Statement Business Income Statement for IRS Form 1040 Schedule C
2 Farm Income Statement Farm Income Statement for IRS Form 1040 Schedule F
3 Farm Rental Income Statement Farm Rental Income Statement for IRS Form 4835
4 Rental Income Statement Rental Income Statement for IRS Form 1040 Schedule E
5 Royalty Income Statement Royalty Income Statement for IRS Form 1040 Schedule E
6 1041 K-1 Beneficiary's Share of Income, Deductions, Credits, etc.
7 1042-S Foreign Person's U.S. Source Income Subject to Withholding
8 1065 K-1 Partner's Share of Income, Deductions, Credits, etc.
9 1095-A Health Insurance Marketplace Statement
10 1095-B Health Coverage
11 1095-C Employer-Provided Health Insurance Offer and Coverage
12 1097-BTC Bond Tax Credit
13 1098 Mortgage Interest Statement
14 1098-C Contributions of Motor Vehicles, Boats, and Airplanes
15 1098-E Student Loan Interest Statement
16 1098-MA Mortgage Assistance Payments
17 1098-Q Qualifying Longevity Annuity Contract Information
18 1098-T Tuition Statement
19 1099-A Acquisition or Abandonment of Secured Property
20 1099-B Proceeds From Broker and Barter Exchange Transactions
21 1099-C Cancellation of Debt
22 1099-CAP Changes in Corporate Control and Capital Structure
23 1099-DIV Dividends and Distributions
24 1099-G Certain Government Payments
25 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
26 1099-INT Interest Income
27 1099-K Merchant Card and Third-Party Network Payments
28 1099-LS Reportable Life Insurance Sale
29 1099-LTC Long-Term Care and Accelerated Death Benefits
30 1099-MISC Miscellaneous Income
31 1099-NEC Nonemployee Compensation
32 1099-OID Original Issue Discount
33 1099-PATR Taxable Distributions Received From Cooperatives
34 1099-Q Payments From Qualified Education Programs
35 1099-QA Distributions From ABLE Accounts
36 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
37 1099-S Proceeds From Real Estate Transactions
38 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
39 1099-SB Seller's Investment in Life Insurance Contract
40 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
41 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
42 3921 Exercise of an Incentive Stock Option Under Section 422(b)
43 3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
44 5227 K-1 Split-Interest Trust Beneficiary's schedule K-1
45 5498 IRA Contribution Information
46 5498-ESA Coverdell ESA Contribution Information
47 5498-QA ABLE Account Contribution Information
48 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
49 W-2 Wage and Tax Statement
50 W-2c Corrected Wage and Tax Statement
51 W-2G Certain Gambling Winnings

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