Financial Data Exchange (FDX) Tax Version 6.4.1

FDX Tax Specification 6.4.1

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

FDX Tax Specification Document

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 upon request. Go to onboarding.financialdataexchange.org/accountview?membershipType=FDX_OBSERVER to request a copy. 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 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 (Deprecated in favor of 1099-DA)	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-DA	Digital Asset Proceeds from Broker Transactions
25	1099-DIV	Dividends and Distributions
26	1099-G	Certain Government Payments
27	1099-H	Health Coverage Tax Credit (HCTC) Advance Payments
28	1099-INT	Interest Income
29	1099-K	Merchant Card and Third-Party Network Payments
30	1099-LS	Reportable Life Insurance Sale
31	1099-LTC	Long-Term Care and Accelerated Death Benefits
32	1099-MISC	Miscellaneous Income
33	1099-NEC	Nonemployee Compensation
34	1099-OID	Original Issue Discount
35	1099-PATR	Taxable Distributions Received From Cooperatives
36	1099-Q	Payments From Qualified Education Programs
37	1099-QA	Distributions From ABLE Accounts
38	1099-R	Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
39	1099-S	Proceeds From Real Estate Transactions
40	1099-SA	Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
41	1099-SB	Seller's Investment in Life Insurance Contract
42	1120S K-1	Shareholder's Share of Income, Deductions, Credits, etc.
43	2439	Notice to Shareholder of Undistributed Long-Term Capital Gains
44	3921	Exercise of an Incentive Stock Option Under Section 422(b)
45	3922	Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
46	5227 K-1	Split-Interest Trust Beneficiary's schedule K-1
47	5498	IRA Contribution Information
48	5498-ESA	Coverdell ESA Contribution Information
49	5498-QA	ABLE Account Contribution Information
50	5498-SA	HSA, Archer MSA, or Medicare Advantage MSA Information
51	W-2	Wage and Tax Statement
52	W-2c	Corrected Wage and Tax Statement
53	W-2G	Certain Gambling Winnings