Financial Data Exchange (FDX) Tax Version 6.6.0 (2026)

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

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