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 https://financialdataexchange.org.

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