Tax Forms

Search Tax Forms

Returns IRS tax forms (the 1099 family) issued for the specified account. Currently supports Tax1099Int for bank accounts; brokerage and wallet accounts return an empty list until additional form types are exposed.

get/tax-forms

Request

Query parameters

account_idstring nullable

The account ID to list tax forms for.

tax_yearinteger nullable

Optional filter to a specific tax year.

tax_formsTaxFormType[] nullable

Filter to one or more form types, as a list, e.g. ["Tax1099Int", "Tax1099Div"]. Omit to return every form type.

Headers

x-entity-idstring uuid

Optional entity_id to scope requests to a specific entity.

Response

Successful Response

Changes

No recorded changes to this operation across all 1 revision of this API.