Open Financial Exchange (OFX) Tax Version 2025.0

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

Download the 2025 OFX Tax Specification document. Download the 2025 OFX Tax Schema (.xsd) Files.

The complete OFX specification is available for download at https://financialdataexchange.org.

The OFX Tax specification defines standards-based electronic delivery of the 37 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-DA Digital Asset Proceeds From Broker Transactions
16 1099-DIV Dividends and Distributions
17 1099-G Certain Government Payments
18 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
19 1099-INT Interest Income
20 1099-K Merchant Card and Third-Party Network Payments
21 1099-LTC Long-Term Care and Accelerated Death Benefits
22 1099-MISC Miscellaneous Income
23 1099-NEC Nonemployee Compensation
24 1099-OID Original Issue Discount
25 1099-PATR Taxable Distributions Received From Cooperatives
26 1099-Q Payments From Qualified Education Programs
27 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
28 1099-S Proceeds From Real Estate Transactions
29 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
30 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
31 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
32 5498 IRA Contribution Information
33 5498-ESA Coverdell ESA Contribution Information
34 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
35 W-2 Wage and Tax Statement
36 W-2c Corrected Wage and Tax Statement
37 W-2G Certain Gambling Winnings

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