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v1

latestOpenAPI 3.0.02026-07-26117342409.6 KB
Tax Forms

List Tax Forms

Used for bulk file transfer use cases. List tax forms for given account ids and tax year. The most recent revision number will be returned (revisions increment up; highest value revision for a specific account, tax year, and form type pairing is the most recent). Tax Form URL links will expire after 60 seconds. Please call ListTaxFormRevisions endpoint for all versions of a single accounts tax forms. Supported form types: 1099-B, 1099-MISC, and 1099-DA. If form_types is not provided, defaults to 1099-B for tax years prior to 2025, and 1099-DA from 2025 onwards.

get/tax/tax-forms

Query parameters

account_idsstring[] required

Required. A list of Account IDs. Maximum 50.

tax_yearstring required

Required. Tax year

form_typesstring[]

Optional. Tax form types (1099-B, 1099-MISC, 1099-DA). If not provided, defaults to 1099-B for tax years prior to 2025, and 1099-DA from 2025 onwards.

Response

A successful response.