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