Open Financial Exchange (OFX) Tax

The OFX specification for tax data exchange uses Extensible markup language (XML) technology.

The official OFX specification is available for download at

This website does not contain the official specification document itself. It provides information derived from the specification in HTML format.

The OFX Tax specification defines standards-based electronic delivery of the 36 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 1065 K-1 Partner's Share of Income, Deductions, Credits, etc.
3 1095-A Health Insurance Marketplace Statement
4 1095-B Health Coverage
5 1095-C Employer-Provided Health Insurance Offer and Coverage
6 1097-BTC Bond Tax Credit
7 1098 Mortgage Interest Statement
8 1098-C Contributions of Motor Vehicles, Boats, and Airplanes
9 1098-E Student Loan Interest Statement
10 1098-T Tuition Statement
11 1099-A Acquisition or Abandonment of Secured Property
12 1099-B Proceeds From Broker and Barter Exchange Transactions
13 1099-C Cancellation of Debt
14 1099-CAP Changes in Corporate Control and Capital Structure
15 1099-DIV Dividends and Distributions
16 1099-G Certain Government Payments
17 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
18 1099-INT Interest Income
19 1099-K Merchant Card and Third-Party Network Payments
20 1099-LTC Long-Term Care and Accelerated Death Benefits
21 1099-MISC Miscellaneous Income
22 1099-NEC Nonemployee Compensation
23 1099-OID Original Issue Discount
24 1099-PATR Taxable Distributions Received From Cooperatives
25 1099-Q Payments From Qualified Education Programs
26 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
27 1099-S Proceeds From Real Estate Transactions
28 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
29 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
30 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
31 5498 IRA Contribution Information
32 5498-ESA Coverdell ESA Contribution Information
33 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
34 W-2 Wage and Tax Statement
35 W-2c Corrected Wage and Tax Statement
36 W-2G Certain Gambling Winnings

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