The FDX Tax specification defines standards-based electronic delivery of the 51 annual tax documents listed below.
Detailed information for each document is linked in the description column.
#
|
Name
|
Description
|
1
|
Business Income Statement
|
Business Income Statement for IRS Form 1040 Schedule C
|
2
|
Farm Income Statement
|
Farm Income Statement for IRS Form 1040 Schedule F
|
3
|
Farm Rental Income Statement
|
Farm Rental Income Statement for IRS Form 4835
|
4
|
Rental Income Statement
|
Rental Income Statement for IRS Form 1040 Schedule E
|
5
|
Royalty Income Statement
|
Royalty Income Statement for IRS Form 1040 Schedule E
|
6
|
1041 K-1
|
Beneficiary's Share of Income, Deductions, Credits, etc.
|
7
|
1042-S
|
Foreign Person's U.S. Source Income Subject to Withholding
|
8
|
1065 K-1
|
Partner's Share of Income, Deductions, Credits, etc.
|
9
|
1095-A
|
Health Insurance Marketplace Statement
|
10
|
1095-B
|
Health Coverage
|
11
|
1095-C
|
Employer-Provided Health Insurance Offer and Coverage
|
12
|
1097-BTC
|
Bond Tax Credit
|
13
|
1098
|
Mortgage Interest Statement
|
14
|
1098-C
|
Contributions of Motor Vehicles, Boats, and Airplanes
|
15
|
1098-E
|
Student Loan Interest Statement
|
16
|
1098-MA
|
Mortgage Assistance Payments
|
17
|
1098-Q
|
Qualifying Longevity Annuity Contract Information
|
18
|
1098-T
|
Tuition Statement
|
19
|
1099-A
|
Acquisition or Abandonment of Secured Property
|
20
|
1099-B
|
Proceeds From Broker and Barter Exchange Transactions
|
21
|
1099-C
|
Cancellation of Debt
|
22
|
1099-CAP
|
Changes in Corporate Control and Capital Structure
|
23
|
1099-DIV
|
Dividends and Distributions
|
24
|
1099-G
|
Certain Government Payments
|
25
|
1099-H
|
Health Coverage Tax Credit (HCTC) Advance Payments
|
26
|
1099-INT
|
Interest Income
|
27
|
1099-K
|
Merchant Card and Third-Party Network Payments
|
28
|
1099-LS
|
Reportable Life Insurance Sale
|
29
|
1099-LTC
|
Long-Term Care and Accelerated Death Benefits
|
30
|
1099-MISC
|
Miscellaneous Income
|
31
|
1099-NEC
|
Nonemployee Compensation
|
32
|
1099-OID
|
Original Issue Discount
|
33
|
1099-PATR
|
Taxable Distributions Received From Cooperatives
|
34
|
1099-Q
|
Payments From Qualified Education Programs
|
35
|
1099-QA
|
Distributions From ABLE Accounts
|
36
|
1099-R
|
Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
|
37
|
1099-S
|
Proceeds From Real Estate Transactions
|
38
|
1099-SA
|
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
|
39
|
1099-SB
|
Seller's Investment in Life Insurance Contract
|
40
|
1120S K-1
|
Shareholder's Share of Income, Deductions, Credits, etc.
|
41
|
2439
|
Notice to Shareholder of Undistributed Long-Term Capital Gains
|
42
|
3921
|
Exercise of an Incentive Stock Option Under Section 422(b)
|
43
|
3922
|
Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
|
44
|
5227 K-1
|
Split-Interest Trust Beneficiary's schedule K-1
|
45
|
5498
|
IRA Contribution Information
|
46
|
5498-ESA
|
Coverdell ESA Contribution Information
|
47
|
5498-QA
|
ABLE Account Contribution Information
|
48
|
5498-SA
|
HSA, Archer MSA, or Medicare Advantage MSA Information
|
49
|
W-2
|
Wage and Tax Statement
|
50
|
W-2c
|
Corrected Wage and Tax Statement
|
51
|
W-2G
|
Certain Gambling Winnings
|