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.
FDX Tax Version History
Version number | Release date | Related tax year | Forms or statements added |
---|---|---|---|
V2.0 | Fall 2018 | 2018 |
1098 1099-B 1098-T 1099-DIV 1099-INT 1099-MISC 1099-OID 1099-R W-2 |
V3.0 | Fall 2019 | 2019 |
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 |
V4.2 | Fall 2020 | 2020 |
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) |
V5.0 | Fall 2021 | 2021 | Cryptocurrency tax statement (for Form 8949) |