Financial Data Exchange (FDX) Tax

FDX Tax Specification

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.

FDX Tax REST API Paths

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

FDX Tax Document Data Structures

The FDX Tax specification defines standards-based electronic delivery of the 52 annual tax documents listed below. Detailed information for each document is linked in the description column.

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

FDX Tax Version History

Version 2.0, Release Fall 2018 for Tax Year 2018

9 tax documents
1098 1099-B 1098-T 1099-DIV 1099-INT 1099-MISC 1099-OID 1099-R W-2
 

Version 3.0, Released Fall 2019 for Tax Year 2019

Added 25 tax documents for total of 34
1041 K-1 1065 K-1 1095-A 1095-B 1095-C 1097-BTC 1098-C 1098-E 1099-A 1099-C 1099-CAP 1099-G 1099-H 1099-K 1099-LTC 1099-PATR 1099-Q 1099-S 1099-SA 1120S K-1 2439 5498 5498-ESA 5498-SA W-2G
 

Version 4.2, Released Fall 2020 for Tax Year 2020

Added 16 tax documents for total of 50
1042S 1098-Q 1098-MA 1099-NEC 1099-LS 1099-SB 1099-QA 3921 3922 5227 K-1 W2C Business income statement (for Schedule C) Farm income statement (for Schedule F) Rental income statement (for Schedule E) Royalty income statement (for Schedule E) Farm rental income statement (for Form 4835)
 

Version 5.0, Released Fall 2021 for Tax Year 2021

Added 1 tax document for total of 51
Cryptocurrency tax statement (for Form 8949)

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