Financial Data Exchange (FDX) Tax History
In recent years, the FDX tax specification has expanded to include over 50 tax forms and statements.
FDX Tax Version History
| Version number | Release date | Related tax year | Forms or statements added |
|---|---|---|---|
| V2.0 | Fall 2018 | 2018 |
1098 1099-B 1098-T 1099-DIV 1099-INT 1099-MISC 1099-OID 1099-R W-2 |
| V3.0 | Fall 2019 | 2019 |
1041 K-1 1065 K-1 1095-A 1095-B 1095-C 1097-BTC 1098-C 1098-E 1099-A 1099-C 1099-CAP 1099-G 1099-H 1099-K 1099-LTC 1099-PATR 1099-Q 1099-S 1099-SA 1120S K-1 2439 5498 5498-ESA 5498-SA W-2G |
| V4.2 | Fall 2020 | 2020 |
1042S 1098-Q 1098-MA 1099-NEC 1099-LS 1099-SB 1099-QA 3921 3922 5227 K-1 W2C Business income statement (for Schedule C) Farm income statement (for Schedule F) Rental income statement (for Schedule E) Royalty income statement (for Schedule E) Farm rental income statement (for Form 4835) |
| V5.0 | Fall 2021 | 2021 | Cryptocurrency tax statement (for Form 8949) |