GET /records
Returns all tax records associated with an access_token.
Request
- Base URLhttps://api.trychart.com
- AuthHTTP bearer
Headers
Chart-API-Versionstring
Header used to specify the version for a given API request. Current version is 2024-01-01.
Response
Records Response
Example response
[
{
"id": "clt0szoxp0001p82z45ufj6t4",
"name": "John Doe",
"tax_year": "2022",
"provider_id": "turbotax",
"date": "2024-02-26T21:33:49.428Z",
"forms": [
{
"type": "WAID",
"year": "2023",
"ssn": "XXX-XX-1234",
"form_w2": [
{
"employer": {
"name": "META",
"address": "1 HAC",
"ein": "XXXXX2001"
},
"employee": {
"name": "JOHN SMIT",
"address": "123 WA",
"ssn": "XXX-XX-1234"
},
"submission_type": "Original document",
"wages_tips_other_compensation": 55738,
"federal_income_tax_withheld": 5490,
"social_security_wages": 55738,
"social_security_tax_withheld": 3455,
"medicare_wages_tips": 55738,
"medicare_tax_withheld": 808,
"code_dd": 2227,
"w2_whc_ssn_validation_code": "Correct SSN"
}
],
"schedule_k1_1065": [
{
"partnership": {
"ein": "123456789",
"name": "Test, Inc.",
"address": "PO BOX 1234\nSEATTLE, WA 94111-0000"
},
"partner": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME RESORT \nJOHN CITY, UT 1234-0000"
},
"submission_type": "Original document",
"partner_share_of_capital_beginning": 0.01,
"partner_share_of_capital_end": 0.01,
"ira_sep_keogh_indicator": "N/A",
"tax_period_beginning": "202301",
"tax_period_end": "202312",
"sch_k3": "Box is not checked",
"interest": 636
}
],
"schedule_k1_1120s": [
{
"corporation": {
"ein": "123456789",
"name": "TEST LLC",
"address": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382"
},
"shareholder": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"interest": 12022,
"ordinary_income_k1": 250000,
"section_179_expenses": 14224,
"credits_code_1": "Insignificant",
"credits_code_2": "Insignificant",
"shareholder_percentage_of_stock": "33.333%",
"beginning_tax_period": "202301",
"ending_tax_period": "202312"
}
],
"schedule_k1_1041": [
{
"fiduciary": {
"ein": "123456789",
"name": "Test Fiduciary",
"address": "123 Fiduciary St\nCity, State 12345"
},
"beneficiary": {
"id": "987-65-4321",
"name": "John Beneficiary",
"address": "456 Beneficiary Ave\nCity, State 67890"
},
"submission_type": "Original document",
"dividends": 1000,
"interest": 500,
"ordinary_business_income": 2000,
"short_term_capital_gain": 150,
"long_term_capital_gain": 300,
"net_rental_real_estate_income": 400,
"other_rental_income": 250,
"other_information": 50,
"other_portfolio_and_non_business_income": 75,
"other_information_codes": [
"Code1"
],
"beginning_tax_period": "202301",
"ending_tax_period": "202312"
}
],
"form_5498": [
{
"trustee": {
"fin": "123456789",
"name": "TEST CUSTODIAN",
"address": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382"
},
"participant": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"account_number": "123435",
"fair_market_value_of_account": 28988,
"roth_ira_code": true,
"rmd_subsequent_year": "RMD box not checked",
"rmd_date": "00-00-0000",
"roth_ira_contributions": 6167
}
],
"form_1042_s": [
{
"withholding_agent": {
"ein": "XXXXX1234",
"name": "YALE",
"address": "P.O. B"
},
"recipient": {
"id": "XXX-XX-1234",
"name": "JOHN SMIT",
"address": "1 ST"
},
"submission_type": "Original document",
"unique_form_identifier": "0040000213",
"return_type": "Original",
"recipient_account_number": "XXXX1234",
"withholding_occurred_in_subsequent_year": "Box not checked no withholding in subsequent year",
"withholding_agent_ein_type": "EIN",
"pro_rata_basis_reporting": "Not Checked",
"income_code": "Scholarship or Fellowship Grants",
"recipient_foreign_tax_identifying_number": "XXXXXXX1234",
"gross_income": 10491,
"tax_rate_chapter_3": 14,
"exemption_code_chapter_4": "Excluded nonfinancial payment",
"us_federal_tax_withheld": 1469,
"payer_state_tax_no": "XXXXXX99-0",
"state_code": "CT",
"total_withholding_credit": 1469,
"chapter_3_or_chapter_4_indicator": "Form was filed Chapter 3",
"tax_not_deposited_under_escrow_procedure_checkbox": "Check box not checked",
"recipient_chapter_3_status_code": "Individual",
"recipient_birthdate": "01-13-2000",
"primary_withholding_agent_ein": "000000000",
"withholding_agent_chapter_3_status_code": "Tax Exempt Organization (Section 501(c) entities)",
"withholding_agent_chapter_4_status_code": "Section 501(c) Entities"
}
],
"form_1099_misc": [
{
"payer": {
"fin": "464364776",
"name": "ROBINHOOD MARKETS INC. AS AGENT FOR\nROBINHOOD SECURITIES LLC",
"address": "85 WILLOW ROAD\nMENLO PARK, CA 94025-0000"
},
"recipient": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"account_number": "11063535390",
"substitute_payments_for_dividends": 403
}
],
"form_1099_int": [
{
"payer": {
"fin": "XXXXX4085",
"name": "MERR",
"address": "1500 A"
},
"recipient": {
"id": "XXX-XX-1234",
"name": "JOHN SMIT",
"address": "123 WA"
},
"submission_type": "Original document",
"account_number": "XXXX1T23",
"interest_income": 3300,
"second_notice_indicator": "No Second Notice",
"cusip": "037833100"
}
],
"form_1099_g": [
{
"payer": {
"fin": "123456789",
"name": "CALIFORNIA STATE TAX COMMISSION",
"address": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382"
},
"recipient": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"account_number": "79737472012312022",
"prior_year_refund": 3678,
"year_of_refund": 2022,
"offset": "Not Refund, Credit, or Offset for Trade or Business"
}
],
"form_1099_r": [
{
"payer": {
"fin": "123456789",
"name": "Payer Name",
"address": "Payer Address"
},
"recipient": {
"id": "123-45-6789",
"name": "Recipient Name",
"address": "Recipient Address"
},
"submission_type": "Original document",
"account_number": "Optional Account Number",
"distribution_codes": [
{
"value": "Distribution Value",
"code": "Distribution Code"
}
],
"first_year_roth_contribution": "First Year Roth Contribution",
"sep_indicator": "SEP Indicator",
"date_of_payment_for_reportable_death_benefits": "Date of Payment"
}
],
"form_1099_div": [
{
"payer": {
"fin": "123456789",
"name": "Test, Inc.",
"address": "1 WHITE HOUSE\nDALLAS, TX 12345-0000"
},
"recipient": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"account_number": "3TQ26707000000000001",
"ordinary_dividend": 29,
"qualified_dividends": 29,
"second_notice_indicator": "No Second Notice"
}
],
"form_1099_b": [
{
"payer": {
"fin": "123456789",
"name": "CHARLES SCHWAB & CO., INC.",
"address": "9800 SCHWAB WAY\nLONE TREE, CO 80124-0000"
},
"recipient": {
"id": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"account_number": "1242542353",
"date_sold_or_disposed": "10-11-2023",
"cusip": "123456789",
"description": "50 SHARES ISHARES SHORT TREASURY",
"second_notice_indicator": "No Second Notice",
"date_acquired": "00-00-0000",
"noncovered_security_indicator": "Nothing checked",
"type_gain_loss": "Short-term",
"proceeds_from": "Box not checked"
}
],
"form_1099_nec": [
{
"issuer_provider": {
"fin": "123456789",
"name": "ISSUER NAME",
"address": "123 ISSUER ADDRESS\nCITY, STATE ZIP"
},
"recipient": {
"id": "123-45-6789",
"name": "RECIPIENT NAME",
"address": "123 RECIPIENT ADDRESS\nCITY, STATE ZIP"
},
"submission_type": "Original document",
"non_employee_compensation": 5000
}
],
"form_ssa_1099": [
{
"payer": {
"fin": "123456789",
"name": "PAYER NAME",
"address": "123 PAYER ADDRESS\nCITY, STATE ZIP"
},
"payee": {
"id": "123-45-6789",
"name": "PAYEE NAME",
"address": "123 PAYEE ADDRESS\nCITY, STATE ZIP"
},
"submission_type": "Original document",
"account_number": "1234567890",
"pensions_and_annuities": 10000,
"tax_withheld": 1000,
"repayments": 500,
"workmans_compensation_offset": 200,
"payments": [
{
"year": "2023",
"payment": 1200
}
],
"trust_fund_indicator": "A",
"SSA/RRB Payments": "5000.0"
}
],
"form_1098": [
{
"recipient_lender": {
"fin": "123456789",
"name": "TEST FSB",
"address": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382"
},
"payer_borrower": {
"ssn": "123-45-6789",
"name": "JOHN SMIT",
"address": "123 HOME\n SUN CITY, CA 91111-6623"
},
"submission_type": "Original document",
"account_number": "MTG013534664",
"mortgage_interest_received": 694,
"outstanding_mortgage_principal": 200000,
"mortgage_origination_date": "02-12-2018",
"address_of_property_securing_mortgage": "123 W 20th",
"other_information_from_recipient": "SAN FRANCISCO CA 94117",
"mortgage_acquisition_date": "00-00-0000"
}
],
"form_1098_t": [
{
"payer": {
"fin": "XXXXX1234",
"name": "YALE",
"address": "246 CH"
},
"recipient": {
"id": "XXX-XX-1234",
"name": "SMIT JOHN",
"address": "1 ST"
},
"submission_type": "Original document",
"account_number": "XXXXXXXXXXXX1234",
"scholarships_grants": 38241,
"half_time_student_indicator": "Grtr than or Eq to Half Time Student",
"graduate_student_indicator": "Not a Graduate Student",
"academic_period_code": "Academic Period Box Not Checked",
"tin_checkbox": true
}
]
}
]
}
]Changes
No recorded changes to this operation across all 1 revision of this API.