Open Financial Exchange (OFX) Tax Version 2026.0

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

The complete OFX specification is available for download at https://financialdataexchange.org/about-fdx/ofx-work-group/.

The OFX 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 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 1098-VLI Vehicle Loan Interest Statement
12 1099-A Acquisition or Abandonment of Secured Property
13 1099-B Proceeds From Broker and Barter Exchange Transactions
14 1099-C Cancellation of Debt
15 1099-CAP Changes in Corporate Control and Capital Structure
16 1099-DA Digital Asset Proceeds From Broker Transactions
17 1099-DIV Dividends and Distributions
18 1099-G Certain Government Payments
19 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
20 1099-INT Interest Income
21 1099-K Merchant Card and Third-Party Network Payments
22 1099-LTC Long-Term Care and Accelerated Death Benefits
23 1099-MISC Miscellaneous Income
24 1099-NEC Nonemployee Compensation
25 1099-OID Original Issue Discount
26 1099-PATR Taxable Distributions Received From Cooperatives
27 1099-Q Payments From Qualified Education Programs
28 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
29 1099-S Proceeds From Real Estate Transactions
30 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
31 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
32 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
33 5498 IRA Contribution Information
34 5498-ESA Coverdell ESA Contribution Information
35 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
36 5498-TA Trump Account
37 W-2 Wage and Tax Statement
38 W-2c Corrected Wage and Tax Statement
39 W-2G Certain Gambling Winnings

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