Verix Documentation API Reference

Verix Connect is the easiest and most reliable way to retrieve instant digital tax return transcript data. Connect is a drop-in web module that can be easily integrated onto your existing website with just a few lines of code. When a user clicks through to pull and share their tax return data, a white-labeled Verix module will appear over the page, walk the user through the necessary authentication steps, and then redirect the user to whichever page the client’s web development team designates upon transcript retrieval. The entire process is completed in 90 seconds, on average.

With Connect, the client’s web development team does not need to handle any of the complexity associated with IRS identity authentication (e.g. a user enters an incorrect address, financial accounts do not confirm identity, 2FA phone authentication, etc). Our module is tried and tested against thousands of users, so we know how to maximize the rate at which users successfully retrieve their data.

Below are the steps to integrate the Verix module onto your website as well as the calls to retrieve information from the user's tax return transcripts and wages & income transcripts:

  1. Client adds a script tag, which loads the Verix Connect library onto their page

  2. This tag allows the client to create a Verix handler in their frontend code. The handler is fed a number of configuration parameters, including onSuccess() and onError() callback functions that will be called when the user finishes the Verix flow

  3. When the handler is opened (handler.open()), an iframe is inserted on the page

  4. The user steps through Verix auth flow in the iframe

  5. The onSuccess callback function is called by the Verix handler with a publicToken parameter

  6. The client-side code sends the publicToken back to the client’s server. In combination with the client’s clientSecret key (on server only), the publicToken can be sent to the Verix server to retrieve the privateToken

  7. The privateToken can then be used to retrieve the user’s data from tax and wage endpoints (for 30 minutes)

To retrieve detailed instructions on implementation of the Verix module and a clientSecret code sandbox or production use, email hello@verix.co.

API Endpoint
https://www.verixapi.com/api/1.0.1
Contact: hello@verix.co
Schemes: https
Version: 1.0.1

auth

Retrieve privateToken for authenticated user

Retrieve privateToken

POST /getPrivateToken

Submit clientSecret and publicToken together to get unique privateToken corresponding to authenticated user

Client's clientSecret code and publicToken returned from Verix Connect module

Request Content-Types: application/json
Request Example
{
  "clientSecret": "zWZG0Fpkcw4RoKvsMBRJ",
  "publicToken": "MEoUztnxLQPrZj4T4dm5"
}
200 OK

successfully retrieved privateToken

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

tax

Retrieve Form 1040 tax return transcript data for an existing user

tax

Tax Filing Information

POST /tax/filingInformation

Get comprehensive information on the filing individual, including name, address, names of spouse and children, and other data

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "mostRecentFiling": true,
    "trackingNumber": "108648308127",
    "taxPeriodEnding": "2017-12-31",
    "filerName": "John Doe",
    "filerSNN": "101-00-0541",
    "spouseName": "Jane Doe",
    "spouseSSN": "101-00-0397",
    "filingStreet": "22 Woodland Way",
    "filingStreet2": "Apt 2",
    "filingCity": "Haverhill",
    "filingState": "MA",
    "filingZip": "01810",
    "filingStatus": 1,
    "formNumber": "1040",
    "dependent1Name": "Bob Doe",
    "dependent1SSN": "101-87-5621",
    "dependent2Name": "Grace Doe",
    "dependent2SSN": "001-87-7641",
    "dependent3Name": "Kyle Doe",
    "dependent3SSN": "001-97-5421",
    "dependent4Name": "",
    "dependent4SSN": ""
  },
  {
    "mostRecentFiling": true,
    "trackingNumber": "108648308127",
    "taxPeriodEnding": "2016-12-31",
    "filerName": "John Doe",
    "filerSNN": "101-00-0541",
    "spouseName": "Jane Doe",
    "spouseSSN": "101-00-0397",
    "filingStreet": "22 Woodland Way",
    "filingStreet2": "Apt 2",
    "filingCity": "Haverhill",
    "filingState": "MA",
    "filingZip": "01810",
    "filingStatus": 1,
    "formNumber": "1040",
    "dependent1Name": "Bob Doe",
    "dependent1SSN": "101-87-5621",
    "dependent2Name": "Grace Doe",
    "dependent2SSN": "001-87-7641",
    "dependent3Name": "",
    "dependent3SSN": "",
    "dependent4Name": "",
    "dependent4SSN": ""
  },
  {
    "mostRecentFiling": true,
    "trackingNumber": "108648308127",
    "taxPeriodEnding": "2015-12-31",
    "filerName": "John Doe",
    "filerSNN": "101-00-0541",
    "spouseName": "Jane Doe",
    "spouseSSN": "101-00-0397",
    "filingStreet": "2884 Avery Avenue",
    "filingStreet2": "",
    "filingCity": "North Andover",
    "filingState": "MA",
    "filingZip": "01810",
    "filingStatus": 1,
    "formNumber": "1040",
    "dependent1Name": "Bob Doe",
    "dependent1SSN": "101-87-5621",
    "dependent2Name": "Grace Doe",
    "dependent2SSN": "001-87-7641",
    "dependent3Name": "",
    "dependent3SSN": "",
    "dependent4Name": "",
    "dependent4SSN": ""
  }
]
tax

Wages, Salaries, Tips, etc.

POST /tax/wagesSalariesTipsEtc

Get Wages, Salaries, Tips, etc. line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Ordinary Dividend Income

POST /tax/ordinaryDividendIncome

Get Ordinary Dividend Income line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Qualified Dividends

POST /tax/qualifiedDividends

Get Qualified Dividends line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Total Income

POST /tax/totalIncome

Get Total Income line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Total Income Per Computer

POST /tax/totalIncomePerComputer

Get Total Income Per Computer line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Adjusted Gross Income

POST /tax/adjustedGrossIncome

Get Adjusted Gross Income line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Adjusted Gross Income Per Computer

POST /tax/adjustedGrossIncomePerComputer

Get Adjusted Gross Income Per Computer line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Refunds of State/Local Taxes

POST /tax/refundsOfStateLocalTaxes

Get Refunds of State/Local Taxes line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Business Income or Loss (Schedule C)

POST /tax/businessIncomeOrLossScheduleC

Get Business Income or Loss (Schedule C) line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Rent / Royalty / Partnership / Estate (Schedule E)

POST /tax/rentRoyaltyPartnershipEstateScheduleE

Get Rent/Royalty/Partnership/Estate (Schedule E) line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Farm Income or Loss (Schedule F)

POST /tax/farmIncomeOrLossScheduleF

Get Farm Income or Loss (Schedule F) line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Unemployment Compensation

POST /tax/unemploymentCompensation

Get Unemployment Compensation line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Total Social Security Benefits

POST /tax/totalSocialSecurityBenefits

Get Total Social Security Benefits line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Taxable Social Security Benefits

POST /tax/taxableSocialSecurityBenefits

Get Taxable Social Security Benefits line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]
tax

Other Income

POST /tax/otherIncome

Get Other Income line item from tax transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

scheduleC

Retrieve Schedule C transcript data for an existing user

Gross Receipts or Sales

POST /tax/scheduleC/grossReceiptsOrSales

Get Gross Receipts or Sales line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Net Gross Receipts

POST /tax/scheduleC/netGrossReceipts

Get Net Gross Receipts from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Net Gross Receipts

POST /tax/scheduleC/costOfGoodsSold

Get Net Gross Receipts line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Other Income

POST /tax/scheduleC/otherIncome

Get Adjusted Gross Income Per Computer line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Depletion

POST /tax/scheduleC/depletion

Get Depletion line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Depreciation

POST /tax/scheduleC/depreciation

Get Depreciation line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Meals And Entertainment

POST /tax/scheduleC/mealsAndEntertainment

Get Meals And Entertainment line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Total Expenses

POST /tax/scheduleC/totalExpenses

Get Total Expenses line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Exp for Business Use Of Home

POST /tax/scheduleC/expForBusinessUseOfHome

Get Exp for Business Use Of Home line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Net Profit Or Loss

POST /tax/scheduleC/netProfitOrLoss

Get Net Profit Or Loss line item from Schedule C transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

scheduleE

Retrieve Schedule E transcript data for an existing user

Partnership Income

POST /tax/scheduleE/partnershipIncome

Get Partnership Income line item from Schedule E transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Partnership Loss

POST /tax/scheduleE/partnershipLoss

Get Partnership Loss line item from Schedule E transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Estate and Trust Income

POST /tax/scheduleE/estateAndTrustIncome

Get Estate and Trust Income line item from Schedule E transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

Estate And Trust Loss

POST /tax/scheduleE/estateAndTrustLoss

Get Estate And Trust Loss line item from Schedule E transcript

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

successfully retrieved transcript data

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

wages

Retrieve wages and income transcript data for an existing user

Form W-2 Information

POST /wages/allW2s

Get array containing record of every W-2 filed in the past 3 years. This reports an empolyee's wages and taxes at a specific firm. Each array entry is an object with data for a specific W-2 for a specific filing year.

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}
200 OK
W2

successfully retrieved array of W-2 data (one object per Form W-2)

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "employeeName": "John Doe",
    "employeeSSN": "101-00-0541",
    "employerName": "General Electric",
    "employerEIN": "140689340",
    "employerStreet": "41 Farnsworth Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 136251.75,
    "federalIncomeTaxWithheld": 45171.21,
    "socialSecurityWages": 98200.81,
    "socialSecurityTaxWithheld": 3886.25,
    "medicareWagesAndTips": 136251.75,
    "medicareTaxWithheld": 1621.84,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  },
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "employeeName": "Jane Doe",
    "employeeSSN": "101-00-0397",
    "employerName": "Liberty Mutual Insurance",
    "employerEIN": "042667982",
    "employerStreet": "141 Congress Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 149256.71,
    "federalIncomeTaxWithheld": 51387.96,
    "socialSecurityWages": 113254.85,
    "socialSecurityTaxWithheld": 5863.27,
    "medicareWagesAndTips": 149256.71,
    "medicareTaxWithheld": 2856.84,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "employeeName": "John Doe",
    "employeeSSN": "101-00-0541",
    "employerName": "General Electric",
    "employerEIN": "140689340",
    "employerStreet": "41 Farnsworth Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 129638.75,
    "federalIncomeTaxWithheld": 41287.21,
    "socialSecurityWages": 79200.81,
    "socialSecurityTaxWithheld": 3163.25,
    "medicareWagesAndTips": 129638.75,
    "medicareTaxWithheld": 1324.87,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "employeeName": "Jane Doe",
    "employeeSSN": "101-00-0397",
    "employerName": "Liberty Mutual Insurance",
    "employerEIN": "042667982",
    "employerStreet": "141 Congress Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 139423.81,
    "federalIncomeTaxWithheld": 48357.96,
    "socialSecurityWages": 107237.85,
    "socialSecurityTaxWithheld": 5027.27,
    "medicareWagesAndTips": 139423.81,
    "medicareTaxWithheld": 2456.84,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  }
]

Schedule K-1 Information

POST /wages/allK1s

Get array containing record of every K-1 filed in the past 3 years. This reports investments in partnership interests. Each array entry is an object with data information for a specific K-1 for a specific filing year.

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}
200 OK
K1

successfully retrieved array of K-1 data (one object per Schedule K-1)

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "shareholderName": "John Doe",
    "shareholderSSN": "101-00-0541",
    "corporationName": "Northeast Landscaping LLC",
    "corporationEIN": "523878546",
    "corporationStreet": "25 Warren Street",
    "corporationCity": "Brookline",
    "corporationState": "MA",
    "corporationZip": "02445",
    "dividends": 1507.08,
    "interest": 356.74,
    "royalties": 0,
    "ordinaryIncomeK1": 25741.32,
    "realEstate": 0,
    "otherRental": 0,
    "shortTermCapitalGain": 0,
    "longTermCapitalGain": 0,
    "credits": 0,
    "percentageOfStock": 0.25
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "shareholderName": "John Doe",
    "shareholderSSN": "101-00-0541",
    "corporationName": "Northeast Landscaping LLC",
    "corporationEIN": "523878546",
    "corporationStreet": "25 Warren Street",
    "corporationCity": "Brookline",
    "corporationState": "MA",
    "corporationZip": "02445",
    "dividends": 1620.08,
    "interest": 536.78,
    "royalties": 0,
    "ordinaryIncomeK1": 30963.24,
    "realEstate": 0,
    "otherRental": 0,
    "shortTermCapitalGain": 0,
    "longTermCapitalGain": 0,
    "credits": 0,
    "percentageOfStock": 0.25
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "mostRecentFiling": false,
    "shareholderName": "John Doe",
    "shareholderSSN": "101-00-0541",
    "corporationName": "Northeast Landscaping LLC",
    "corporationEIN": "523878546",
    "corporationStreet": "25 Warren Street",
    "corporationCity": "Brookline",
    "corporationState": "MA",
    "corporationZip": "02445",
    "dividends": 1205.28,
    "interest": 253.41,
    "royalties": 0,
    "ordinaryIncomeK1": 21497.31,
    "realEstate": 0,
    "otherRental": 0,
    "shortTermCapitalGain": 0,
    "longTermCapitalGain": 0,
    "credits": 0,
    "percentageOfStock": 0.25
  }
]

Form 5498 Information

POST /wages/allForm5498s

Get array containing record of every Form 5498 (IRA contribution information) filed in the past 3 years. This reports Individual Retirement Arrangement (IRA) contributions and balances. Each array entry is an object with data information for a specific Form 5498 for a specific filing year.

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}
200 OK

successfully retrieved array of Form 5498 data (one object per Form 5498)

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "participantName": "Jane Doe",
    "participantSSN": "101-00-0397",
    "trusteeName": "Vanguard Brokerage Services",
    "trusteeFIN": "232869268",
    "trusteeStreet": "PO Box 1170",
    "trusteeCity": "Valley Forge",
    "trusteeState": "PA",
    "trusteeZip": "19482-1170",
    "accountNumber": "52348964000000000001",
    "iraContributions": 6342.87,
    "rolloverContributions": 0,
    "rothConversionAmount": 0,
    "recharacterizedContributions": 0,
    "fmvOfAccount": 86957.21
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "participantName": "Jane Doe",
    "participantSSN": "101-00-0397",
    "trusteeName": "Vanguard Brokerage Services",
    "trusteeFIN": "232869268",
    "trusteeStreet": "PO Box 1170",
    "trusteeCity": "Valley Forge",
    "trusteeState": "PA",
    "trusteeZip": "19482-1170",
    "accountNumber": "52348964000000000001",
    "iraContributions": 5624.37,
    "rolloverContributions": 0,
    "rothConversionAmount": 0,
    "recharacterizedContributions": 0,
    "fmvOfAccount": 75219.58
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "mostRecentFiling": false,
    "participantName": "Jane Doe",
    "participantSSN": "101-00-0397",
    "trusteeName": "Vanguard Brokerage Services",
    "trusteeFIN": "232869268",
    "trusteeStreet": "PO Box 1170",
    "trusteeCity": "Valley Forge",
    "trusteeState": "PA",
    "trusteeZip": "19482-1170",
    "accountNumber": "52348964000000000001",
    "iraContributions": 2896.77,
    "rolloverContributions": 0,
    "rothConversionAmount": 0,
    "recharacterizedContributions": 0,
    "fmvOfAccount": 68571.41
  }
]

Form 1099-DIV Information

POST /wages/allForm1099Divs

Get array containing record of every Form 1099-DIV filed in the past 3 years. This reports distributions from investments. Each array entry is an object with data information for a specific Form 1099-DIV for a specific filing year.

Unique privateToken associated with authenticated user

Request Content-Types: application/json
Request Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}
200 OK

successfully retrieved array of Form 1099-DIV data (one object per Form 1099-DIV)

400 Bad Request

bad request

404 Not Found

user not found

Response Example (200 OK)
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "recipientName": "Jane Doe",
    "recipientSSN": "101-00-0397",
    "payerName": "RBC Capital Markets",
    "payerFIN": "415654880",
    "payerStreet": "PO Box 1510",
    "payerCity": "Minneapolis",
    "payerState": "MN",
    "payerZip": "55440-1510",
    "accountNumber": "856457060000",
    "taxWithheld": 0,
    "capitalGains": 12879.95,
    "nonDividendDistribution": 0,
    "cashLiquidationDistribution": 0,
    "nonCashLiquidationDistribution": 0,
    "investmentExpense": 0,
    "ordinaryDividend": 2378.99,
    "qualifiedDividends": 6483.27
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "recipientName": "Jane Doe",
    "recipientSSN": "101-00-0397",
    "payerName": "RBC Capital Markets",
    "payerFIN": "415654880",
    "payerStreet": "PO Box 1510",
    "payerCity": "Minneapolis",
    "payerState": "MN",
    "payerZip": "55440-1510",
    "accountNumber": "856457060000",
    "taxWithheld": 0,
    "capitalGains": 9635.75,
    "nonDividendDistribution": 0,
    "cashLiquidationDistribution": 0,
    "nonCashLiquidationDistribution": 0,
    "investmentExpense": 0,
    "ordinaryDividend": 1248.73,
    "qualifiedDividends": 3324.11
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "mostRecentFiling": false,
    "recipientName": "Jane Doe",
    "recipientSSN": "101-00-0397",
    "payerName": "RBC Capital Markets",
    "payerFIN": "415654880",
    "payerStreet": "PO Box 1510",
    "payerCity": "Minneapolis",
    "payerState": "MN",
    "payerZip": "55440-1510",
    "accountNumber": "856457060000",
    "taxWithheld": 0,
    "capitalGains": 14879.6,
    "nonDividendDistribution": 0,
    "cashLiquidationDistribution": 0,
    "nonCashLiquidationDistribution": 0,
    "investmentExpense": 200.87,
    "ordinaryDividend": 6871.2,
    "qualifiedDividends": 369.47
  }
]

Schema Definitions

ClientSecretAndPublicToken: object

clientSecret: string
publicToken: string
Example
{
  "clientSecret": "zWZG0Fpkcw4RoKvsMBRJ",
  "publicToken": "MEoUztnxLQPrZj4T4dm5"
}

PrivateToken: object

privateToken: string
Example
{
  "privateToken": "k16FXIEFDH5aFiwbZFmU"
}

FilingInformation: array

object
mostRecentFiling: boolean
trackingNumber: string
taxPeriodEnding: string
filerName: string
filerSSN: string
spouseName: string
spouseSSN: string
filingAddress: string
filingAddress2: string
filingCity: string
filingState: string
filingZIP: string
filingStatus: integer
formNumber: string
dependent1Name: string
dependent1SSN: string
dependent2Name: string
dependent2SSN: string
dependent3Name: string
dependent3SSN: string
dependent4Name: string
dependent4SSN: string
Example
[
  {
    "mostRecentFiling": true,
    "trackingNumber": "108648308127",
    "taxPeriodEnding": "2017-12-31",
    "filerName": "John Doe",
    "filerSNN": "101-00-0541",
    "spouseName": "Jane Doe",
    "spouseSSN": "101-00-0397",
    "filingStreet": "22 Woodland Way",
    "filingStreet2": "Apt 2",
    "filingCity": "Haverhill",
    "filingState": "MA",
    "filingZip": "01810",
    "filingStatus": 1,
    "formNumber": "1040",
    "dependent1Name": "Bob Doe",
    "dependent1SSN": "101-87-5621",
    "dependent2Name": "Grace Doe",
    "dependent2SSN": "001-87-7641",
    "dependent3Name": "Kyle Doe",
    "dependent3SSN": "001-97-5421",
    "dependent4Name": "",
    "dependent4SSN": ""
  },
  {
    "mostRecentFiling": true,
    "trackingNumber": "108648308127",
    "taxPeriodEnding": "2016-12-31",
    "filerName": "John Doe",
    "filerSNN": "101-00-0541",
    "spouseName": "Jane Doe",
    "spouseSSN": "101-00-0397",
    "filingStreet": "22 Woodland Way",
    "filingStreet2": "Apt 2",
    "filingCity": "Haverhill",
    "filingState": "MA",
    "filingZip": "01810",
    "filingStatus": 1,
    "formNumber": "1040",
    "dependent1Name": "Bob Doe",
    "dependent1SSN": "101-87-5621",
    "dependent2Name": "Grace Doe",
    "dependent2SSN": "001-87-7641",
    "dependent3Name": "",
    "dependent3SSN": "",
    "dependent4Name": "",
    "dependent4SSN": ""
  },
  {
    "mostRecentFiling": true,
    "trackingNumber": "108648308127",
    "taxPeriodEnding": "2015-12-31",
    "filerName": "John Doe",
    "filerSNN": "101-00-0541",
    "spouseName": "Jane Doe",
    "spouseSSN": "101-00-0397",
    "filingStreet": "2884 Avery Avenue",
    "filingStreet2": "",
    "filingCity": "North Andover",
    "filingState": "MA",
    "filingZip": "01810",
    "filingStatus": 1,
    "formNumber": "1040",
    "dependent1Name": "Bob Doe",
    "dependent1SSN": "101-87-5621",
    "dependent2Name": "Grace Doe",
    "dependent2SSN": "001-87-7641",
    "dependent3Name": "",
    "dependent3SSN": "",
    "dependent4Name": "",
    "dependent4SSN": ""
  }
]

TranscriptLineItem: array

object
taxPeriodEnding: string
value: number
mostRecentFiling: boolean
Example
[
  {
    "taxPeriodEnding": "2017-12-31",
    "value": 124867.57,
    "mostRecentFiling": true
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "value": 118349.21,
    "mostRecentFiling": false
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "value": 112365.45,
    "mostRecentFiling": false
  }
]

W2: array

object
taxPeriodEnding: string

Tax period that this W-2 was filed

mostRecentFiling: boolean

True if this W-2 is part of user's most recent tax filing

employeeName: string

Name of employee (recipient)

employeeSSN: string

SSN of employee (recipient)

employerName: string

Name of employer (payer)

employerEIN: string

Employer's EIN

employerStreet: string

Employer's street address

employerCity: string

Employer's city

employerState: string

Employer's state

employerZip: string

Employer's zip code

wagesTipsOtherComp: number

Wages, Tips and Other Compensation line item from W-2

federalIncomeTaxWithheld: number

Federal Income Tax Withheld line item from W-2

socialSecurityWages: number

Social Security Wages line item from W-2

socialSecurityTaxWithheld: number

Social Security Tax Withheld line item from W-2

medicareWagesAndTips: number

Medicare Wages and Tips line item from W-2

medicareTaxWithheld: number

Medicare Tax Withheld line item from W-2

socialSecurityTips: number

Social Security Tips line item from W-

allocatedTips: number

Allocated Tips line item from W-2

Example
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "employeeName": "John Doe",
    "employeeSSN": "101-00-0541",
    "employerName": "General Electric",
    "employerEIN": "140689340",
    "employerStreet": "41 Farnsworth Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 136251.75,
    "federalIncomeTaxWithheld": 45171.21,
    "socialSecurityWages": 98200.81,
    "socialSecurityTaxWithheld": 3886.25,
    "medicareWagesAndTips": 136251.75,
    "medicareTaxWithheld": 1621.84,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  },
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "employeeName": "Jane Doe",
    "employeeSSN": "101-00-0397",
    "employerName": "Liberty Mutual Insurance",
    "employerEIN": "042667982",
    "employerStreet": "141 Congress Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 149256.71,
    "federalIncomeTaxWithheld": 51387.96,
    "socialSecurityWages": 113254.85,
    "socialSecurityTaxWithheld": 5863.27,
    "medicareWagesAndTips": 149256.71,
    "medicareTaxWithheld": 2856.84,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "employeeName": "John Doe",
    "employeeSSN": "101-00-0541",
    "employerName": "General Electric",
    "employerEIN": "140689340",
    "employerStreet": "41 Farnsworth Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 129638.75,
    "federalIncomeTaxWithheld": 41287.21,
    "socialSecurityWages": 79200.81,
    "socialSecurityTaxWithheld": 3163.25,
    "medicareWagesAndTips": 129638.75,
    "medicareTaxWithheld": 1324.87,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "employeeName": "Jane Doe",
    "employeeSSN": "101-00-0397",
    "employerName": "Liberty Mutual Insurance",
    "employerEIN": "042667982",
    "employerStreet": "141 Congress Street",
    "employerCity": "Boston",
    "employerState": "MA",
    "employerZip": "02210",
    "wagesTipsOtherComp": 139423.81,
    "federalIncomeTaxWithheld": 48357.96,
    "socialSecurityWages": 107237.85,
    "socialSecurityTaxWithheld": 5027.27,
    "medicareWagesAndTips": 139423.81,
    "medicareTaxWithheld": 2456.84,
    "socialSecurityTips": 0,
    "allocatedTips": 0
  }
]

K1: array

object
taxPeriodEnding: string

Tax period that this K-1 was filed

mostRecentFiling: boolean

True if this K-1 is part of user's most recent tax filing

shareholderName: string

Name of shareholder (recipient)

shareholderSSN: string

SSN of shareholder (recipient)

corporationName: string

Name of corporation (payer)

corporationEIN: string

Employer's EIN

corporationStreet: string

Employer's street address

corporationCity: string

Employer's city

corporationState: string

Employer's state

corporationZip: string

Employer's zip code

dividends: number

Dividends line item from K-1

interest: number

Interest line item from K-1

royalties: number

Royalties line item from K-1

ordinaryIncomeK1: number

Ordinary Income K-1 line item from K-1

realEstate: number

Real Estate line item from K-1

otherRental: number

Other Rental line item from K-1

shortTermCapitalGain: number

Short Term Capital Gain line item from K-1

longTermCapitalGain: number

Short Term Capital Gain line from K-1

credits: number

Credits line item from K-1

percentageOfStock: number

Shareholder's Percentage of Stock line item from K-1

Example
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "shareholderName": "John Doe",
    "shareholderSSN": "101-00-0541",
    "corporationName": "Northeast Landscaping LLC",
    "corporationEIN": "523878546",
    "corporationStreet": "25 Warren Street",
    "corporationCity": "Brookline",
    "corporationState": "MA",
    "corporationZip": "02445",
    "dividends": 1507.08,
    "interest": 356.74,
    "royalties": 0,
    "ordinaryIncomeK1": 25741.32,
    "realEstate": 0,
    "otherRental": 0,
    "shortTermCapitalGain": 0,
    "longTermCapitalGain": 0,
    "credits": 0,
    "percentageOfStock": 0.25
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "shareholderName": "John Doe",
    "shareholderSSN": "101-00-0541",
    "corporationName": "Northeast Landscaping LLC",
    "corporationEIN": "523878546",
    "corporationStreet": "25 Warren Street",
    "corporationCity": "Brookline",
    "corporationState": "MA",
    "corporationZip": "02445",
    "dividends": 1620.08,
    "interest": 536.78,
    "royalties": 0,
    "ordinaryIncomeK1": 30963.24,
    "realEstate": 0,
    "otherRental": 0,
    "shortTermCapitalGain": 0,
    "longTermCapitalGain": 0,
    "credits": 0,
    "percentageOfStock": 0.25
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "mostRecentFiling": false,
    "shareholderName": "John Doe",
    "shareholderSSN": "101-00-0541",
    "corporationName": "Northeast Landscaping LLC",
    "corporationEIN": "523878546",
    "corporationStreet": "25 Warren Street",
    "corporationCity": "Brookline",
    "corporationState": "MA",
    "corporationZip": "02445",
    "dividends": 1205.28,
    "interest": 253.41,
    "royalties": 0,
    "ordinaryIncomeK1": 21497.31,
    "realEstate": 0,
    "otherRental": 0,
    "shortTermCapitalGain": 0,
    "longTermCapitalGain": 0,
    "credits": 0,
    "percentageOfStock": 0.25
  }
]

Form5498: array

object
taxPeriodEnding: string

Tax period that this Form 5498 was filed

mostRecentFiling: boolean

True if this Form 5498 is part of user's most recent tax filing

participantName: string

Name of participant (recipient)

participantSSN: string

SSN of participant (recipient)

trusteeName: string

Name of trustee (payer)

trusteeFIN: string

Trustee's FIN

trusteeStreet: string

Trustee's street address

trusteeCity: string

Trustee's city

trusteeState: string

Trustee's state

trusteeZip: string

Trustee's zip code

accountNumber: string

Account number from Form 5498

iraContributions: number

IRA Contributions line item from Form 5498

rolloverContributions: number

Rollover Contributions line item from Form 5498

rothConversionAmount: number

Roth Conversion Amount line item from Form 5498

recharacterizedContributions: number

Recharacterized Contributions line item from Form 5498

fmvOfAccount: number

Fair Market Value of Account line item from Form 5498

Example
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "participantName": "Jane Doe",
    "participantSSN": "101-00-0397",
    "trusteeName": "Vanguard Brokerage Services",
    "trusteeFIN": "232869268",
    "trusteeStreet": "PO Box 1170",
    "trusteeCity": "Valley Forge",
    "trusteeState": "PA",
    "trusteeZip": "19482-1170",
    "accountNumber": "52348964000000000001",
    "iraContributions": 6342.87,
    "rolloverContributions": 0,
    "rothConversionAmount": 0,
    "recharacterizedContributions": 0,
    "fmvOfAccount": 86957.21
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "participantName": "Jane Doe",
    "participantSSN": "101-00-0397",
    "trusteeName": "Vanguard Brokerage Services",
    "trusteeFIN": "232869268",
    "trusteeStreet": "PO Box 1170",
    "trusteeCity": "Valley Forge",
    "trusteeState": "PA",
    "trusteeZip": "19482-1170",
    "accountNumber": "52348964000000000001",
    "iraContributions": 5624.37,
    "rolloverContributions": 0,
    "rothConversionAmount": 0,
    "recharacterizedContributions": 0,
    "fmvOfAccount": 75219.58
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "mostRecentFiling": false,
    "participantName": "Jane Doe",
    "participantSSN": "101-00-0397",
    "trusteeName": "Vanguard Brokerage Services",
    "trusteeFIN": "232869268",
    "trusteeStreet": "PO Box 1170",
    "trusteeCity": "Valley Forge",
    "trusteeState": "PA",
    "trusteeZip": "19482-1170",
    "accountNumber": "52348964000000000001",
    "iraContributions": 2896.77,
    "rolloverContributions": 0,
    "rothConversionAmount": 0,
    "recharacterizedContributions": 0,
    "fmvOfAccount": 68571.41
  }
]

Form1099Div: array

object
taxPeriodEnding: string

Tax period that this Form 1099-DIV was filed

mostRecentFiling: boolean

True if this Form 1099-DIV is part of user's most recent tax filing

recipientName: string

Name of recipient

recipientSSN: string

Name of recipient

payerName: string

Name of payer

payerFIN: string

Payer's FIN

payerStreet: string

Payer's street address

payerCity: string

Payer's city

payerState: string

Payer's state

payerZip: string

Payer's zip code

accountNumber: string

Account number from Form 1099-DIV

taxWithheld: number

Tax Withheld line item from Form 1099-DIV

capitalGains: number

Capital Gains line item from Form 1099-DIV

nonDividendDistribution: number

Non-Dividend Distribution line item from Form 1099-DIV

cashLiquidationDistribution: number

Cash Liquidation Distribution line item from Form 1099-DIV

nonCashLiquidationDistribution: number

Non-Cash Liquidation Distribution line item from Form 1099-DIV

investmentExpense: number

Investment Expense line item from Form 1099-DIV

ordinaryDividend: number

Ordinary Dividend line item from Form 1099-DIV

qualifiedDividends: number

Qualified Dividends line item from Form 1099-DIV

Example
[
  {
    "taxPeriodEnding": "2017-12-31",
    "mostRecentFiling": true,
    "recipientName": "Jane Doe",
    "recipientSSN": "101-00-0397",
    "payerName": "RBC Capital Markets",
    "payerFIN": "415654880",
    "payerStreet": "PO Box 1510",
    "payerCity": "Minneapolis",
    "payerState": "MN",
    "payerZip": "55440-1510",
    "accountNumber": "856457060000",
    "taxWithheld": 0,
    "capitalGains": 12879.95,
    "nonDividendDistribution": 0,
    "cashLiquidationDistribution": 0,
    "nonCashLiquidationDistribution": 0,
    "investmentExpense": 0,
    "ordinaryDividend": 2378.99,
    "qualifiedDividends": 6483.27
  },
  {
    "taxPeriodEnding": "2016-12-31",
    "mostRecentFiling": false,
    "recipientName": "Jane Doe",
    "recipientSSN": "101-00-0397",
    "payerName": "RBC Capital Markets",
    "payerFIN": "415654880",
    "payerStreet": "PO Box 1510",
    "payerCity": "Minneapolis",
    "payerState": "MN",
    "payerZip": "55440-1510",
    "accountNumber": "856457060000",
    "taxWithheld": 0,
    "capitalGains": 9635.75,
    "nonDividendDistribution": 0,
    "cashLiquidationDistribution": 0,
    "nonCashLiquidationDistribution": 0,
    "investmentExpense": 0,
    "ordinaryDividend": 1248.73,
    "qualifiedDividends": 3324.11
  },
  {
    "taxPeriodEnding": "2015-12-31",
    "mostRecentFiling": false,
    "recipientName": "Jane Doe",
    "recipientSSN": "101-00-0397",
    "payerName": "RBC Capital Markets",
    "payerFIN": "415654880",
    "payerStreet": "PO Box 1510",
    "payerCity": "Minneapolis",
    "payerState": "MN",
    "payerZip": "55440-1510",
    "accountNumber": "856457060000",
    "taxWithheld": 0,
    "capitalGains": 14879.6,
    "nonDividendDistribution": 0,
    "cashLiquidationDistribution": 0,
    "nonCashLiquidationDistribution": 0,
    "investmentExpense": 200.87,
    "ordinaryDividend": 6871.2,
    "qualifiedDividends": 369.47
  }
]