{ "openapi": "3.0.1", "info": { "title": "Chart API", "description": "Chart Tax API offers real-time collection of verified federal and state tax records.", "version": "1.0.0" }, "servers": [ { "url": "https://api.trychart.com" } ], "security": [ { "bearerAuth": [] } ], "paths": { "/records": { "get": { "description": "Returns all tax records associated with an `access_token`.", "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" } ], "responses": { "200": { "description": "Records Response", "content": { "application/json": { "schema": { "type": "array", "items": { "$ref": "#/components/schemas/Record" } } } } } } } }, "/records/{id}": { "get": { "description": "List details about a given tax record.", "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" }, { "name": "id", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "Record Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Record" } } } } } } }, "/auth/token": { "post": { "description": "Exchange authorization code for access token.", "parameters": [ { "name": "x-chart-async", "in": "header", "required": false, "schema": { "type": "string", "enum": ["true"] }, "description": "When set to 'true', the API returns immediately after pulling documents from the provider without waiting for parsing to complete. You must wait for taxpayer_status to change to COMPLETED via webhooks before accessing parsed JSON data." } ], "requestBody": { "content": { "application/json": { "schema": { "type": "object", "properties": { "client_id": { "type": "string" }, "client_secret": { "type": "string" }, "code": { "type": "string" }, "redirect_uri": { "type": "string", "description": "redirect_uri is optional for the embedded SDK flow." } }, "required": ["client_id", "client_secret", "code"] } } } }, "responses": { "200": { "description": "Token Response", "content": { "application/json": { "schema": { "type": "object", "properties": { "taxpayer_id": { "type": "string" }, "provider_id": { "type": "string", "enum": [ "turbotax", "hr", "taxact", "tax_slayer", "jackson", "free_tax_usa", "irs", "irs_tax_pro", "pilot", "cch_axcess", "drake", "proconnect", "chart-sandbox" ] }, "access_token": { "type": "string" } } } } } }, "400": { "description": "Invalid Request" }, "401": { "description": "Unauthorized" } }, "security": [] } }, "/auth/tax-payer/{id}/token": { "get": { "description": "Get the access token for a taxpayer.", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "description": "The Chart UUID of the taxpayer." } }, { "$ref": "#/components/parameters/ChartAPIVersion" } ], "security": [ { "clientAuth": [] } ], "responses": { "200": { "description": "Access Token Response", "content": { "application/json": { "schema": { "type": "object", "properties": { "access_token": { "type": "string" }, "taxpayer_id": { "type": "string" }, "name": { "type": "string" }, "metadata": { "type": "object" }, "provider_id": { "type": "string", "enum": [ "turbotax", "hr", "taxact", "tax_slayer", "jackson", "free_tax_usa", "irs", "irs_tax_pro", "pilot", "cch_axcess", "drake", "proconnect", "chart-sandbox" ], "example": "irs-tax-pro" }, "created_at": { "type": "string", "format": "date-time" }, "status": { "type": "string", "enum": [ "CREATED", "CONSENT_RECEIVED", "TAX_AUTHORIZATION_SUBMITTED", "AUTHORIZED", "REJECTED", "COMPLETED" ], "example": "TAX_AUTHORIZATION_SUBMITTED" } } } } } } } } }, "/providers": { "get": { "description": "Return details on all available tax record providers.", "responses": { "200": { "description": "Providers Response", "content": { "application/json": { "schema": { "type": "array", "items": { "$ref": "#/components/schemas/Provider" } } } } } }, "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" } ], "security": [] } }, "/introspect": { "get": { "description": "Read account information associated with an `access_token`.", "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" } ], "responses": { "200": { "description": "Introspect Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Introspection" } } } } } } }, "/disconnect": { "post": { "description": "Disconnect one or more `access_token`s from your application.", "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" } ], "responses": { "200": { "description": "Disconnect Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Disconnect" } } } } } } }, "/providers/irs/f8821": { "post": { "description": "Submit an IRS 8821 form.", "requestBody": { "content": { "application/json": { "schema": { "$ref": "#/components/schemas/IRS8821FormState" } } } }, "security": [ { "clientAuth": [] } ], "responses": { "201": { "description": "IRS 8821 Form Submission Response", "content": { "application/json": { "schema": { "type": "object", "properties": { "authorizationCode": { "type": "string", "example": "578453a7dc8f1fdcb237d96a98c6b5ef6282108c" } } } } } } } } }, "/providers/irs/f8821/unsigned": { "post": { "description": "Download an unsigned IRS Form 8821.", "requestBody": { "content": { "application/json": { "schema": { "$ref": "#/components/schemas/UnsignedIRS8821FormState" } } } }, "security": [ { "clientAuth": [] } ], "responses": { "200": { "description": "Unsigned IRS Form 8821 Response", "headers": { "Content-Disposition": { "schema": { "type": "string" } }, "Content-Length": { "schema": { "type": "integer" } }, "Cache-Control": { "schema": { "type": "string" } } }, "content": { "application/pdf": { "schema": { "type": "string", "format": "binary" } } } }, "500": { "description": "Failed to generate PDF", "content": { "application/json": { "schema": { "type": "object", "properties": { "message": { "type": "string" } } } } } } } } }, "/providers/irs/f8821/upload/{documentId}": { "post": { "description": "Upload a wet-signed IRS Form 8821 PDF file", "parameters": [ { "name": "documentId", "in": "path", "required": true, "description": "The document ID returned from the unsigned form generation endpoint", "schema": { "type": "string" } } ], "requestBody": { "required": true, "content": { "multipart/form-data": { "schema": { "type": "object", "properties": { "file": { "type": "string", "format": "binary", "description": "The signed PDF file to upload" } } } } } }, "security": [ { "clientAuth": [] } ], "responses": { "200": { "description": "Successfully uploaded signed form", "content": { "application/json": { "schema": { "type": "object", "properties": { "access_token": { "type": "string", "description": "Access token for the created taxpayer" }, "taxpayer_id": { "type": "string", "description": "ID of the created taxpayer" }, "provider_id": { "type": "string", "description": "ID of the provider (irs_tax_pro)" } } } } } }, "400": { "description": "Bad request - invalid file or document ID", "content": { "application/json": { "schema": { "type": "object", "properties": { "message": { "type": "string" } } } } } }, "500": { "description": "Failed to process uploaded file", "content": { "application/json": { "schema": { "type": "object", "properties": { "message": { "type": "string" } } } } } } } } }, "/tax-payer": { "get": { "description": "Retrieve taxpayer information associated with an `access_token`.", "responses": { "200": { "description": "Introspect Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/TaxpayerResponse" } } } } } } }, "/tax-payer/clear-records": { "post": { "description": "Clear all tax records associated with a taxpayer.", "responses": { "200": { "description": "Clear Records Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ClearRecords" } } } } } } }, "/tax-payer/{id}/refresh": { "post": { "description": "Refresh taxpayer data.", "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" }, { "name": "id", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "Taxpaer Refresh Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/TaxpayerRefreshResponse" } } } } } } }, "/tax-payer/{taxpayerId}/refresh/{jobId}": { "get": { "description": "Get the status of a refresh job.", "parameters": [ { "$ref": "#/components/parameters/ChartAPIVersion" }, { "name": "taxpayerId", "in": "path", "required": true, "schema": { "type": "string" } }, { "name": "jobId", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "Taxpayer Refresh Status Response", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/TaxpayerRefreshStatusResponse" } } } } } } }, "/client-links": { "post": { "description": "Create a custom client link.", "requestBody": { "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ClientLinkInput" } } } }, "security": [ { "clientAuth": [] } ], "responses": { "201": { "description": "IRS 8821 Form Submission Response", "content": { "application/json": { "schema": { "type": "object", "properties": { "url": { "type": "string", "example": "https://dashboard.trychart.com/c/1234567890" }, "id": { "type": "string", "example": "cm3tj5p2g000e674soxr2brbl" } }, "required": ["url", "id"] } } } } } } } }, "components": { "schemas": { "TaxpayerResponse": { "type": "object", "properties": { "id": { "type": "string", "example": "clxjfvx74000f11di1uq2u8xm", "description": "The Chart UUID of the taxpayer. Returned from the /auth/token endpoint." }, "name": { "type": "string", "example": "Joe Doe" }, "metadata": { "type": "object", "description": "Custom metadata identifying external fields about the taxpayer." }, "provider_id": { "type": "string", "enum": [ "turbotax", "hr", "taxact", "tax_slayer", "jackson", "free_tax_usa", "irs", "irs_tax_pro", "pilot", "cch_axcess", "drake", "proconnect", "chart-sandbox" ], "example": "irs-tax-pro" }, "created_at": { "type": "string", "format": "date-time", "example": "2024-06-17T20:40:03.965Z" }, "status": { "type": "string", "enum": [ "CREATED", "CONSENT_RECEIVED", "TAX_AUTHORIZATION_SUBMITTED", "AUTHORIZED", "REJECTED", "COMPLETED" ], "example": "TAX_AUTHORIZATION_SUBMITTED" }, "analysis": { "$ref": "#/components/schemas/TaxpayerAnalysis", "description": "Aggregated analysis of the taxpayer's tax situation across all tax records." }, "details": { "type": "object", "oneOf": [ { "$ref": "#/components/schemas/IRSOnlineAccountDetails" } ], "description": "Taxpayer's account details depending on the provider." }, "form8821": { "type": "string", "description": "A pre-signed URL pointing to the raw IRS Form 8821 file retrieved from the provider. Returns a PDF file. The URL expires after 12 hours." } }, "required": ["id", "name", "provider_id", "created_at", "status"] }, "TaxpayerRefreshResponse": { "type": "object", "properties": { "jobId": { "type": "string", "example": "job_12345" }, "taxpayerId": { "type": "string", "example": "clxjfvx74000f11di1uq2u8xm" }, "name": { "type": "string", "example": "Joe Doe" } }, "required": ["jobId", "taxpayerId", "name"] }, "TaxpayerRefreshStatusResponse": { "type": "object", "properties": { "status": { "type": "string", "enum": ["processing", "completed", "failed"] }, "jobId": { "type": "string" }, "taxpayerId": { "type": "string" }, "name": { "type": "string" } }, "required": ["status", "jobId", "taxpayerId", "name"] }, "IRS56FormState": { "type": "object", "properties": { "identification": { "type": "object", "properties": { "taxpayer": { "type": "object", "properties": { "name": { "type": "string", "minLength": 1, "description": "Name of person for whom you are acting (as shown on the tax return)" }, "address": { "type": "object", "properties": { "street": { "type": "string", "minLength": 1, "description": "Address of person for whom you are acting (number, street)" }, "other": { "type": "string" }, "city": { "type": "string", "minLength": 1, "description": "City or town, state, and ZIP code" }, "state": { "type": "string", "minLength": 1 }, "zip": { "type": "string", "minLength": 1 } } }, "identificationNumber": { "type": "string", "pattern": "^\\d{9}$", "description": "Identification number must be exactly 9 digits and numeric only" }, "decedentSSN": { "type": "string", "pattern": "^\\d{9}$", "description": "SSN must be exactly 9 digits and numeric only" } }, "required": ["name", "address"] }, "fiduciary": { "type": "object", "properties": { "name": { "type": "string", "minLength": 1, "description": "Fiduciary's name" }, "address": { "type": "object", "properties": { "street": { "type": "string", "minLength": 1, "description": "Fiduciary's address (number, street, and room)" }, "other": { "type": "string" }, "city": { "type": "string", "minLength": 1, "description": "Fiduciary's city" }, "state": { "type": "string", "minLength": 1, "description": "Fiduciary's state" }, "zip": { "type": "string", "minLength": 1, "description": "Fiduciary's ZIP code" } } } }, "required": ["name", "address"] } }, "required": ["taxpayer", "fiduciary"] }, "authority": { "type": "object", "properties": { "1": { "type": "string", "enum": ["a", "b", "c", "d", "e", "f", "g"] }, "1gDesc": { "type": "string" }, "2a": { "type": "string" }, "2b": { "type": "string" } } }, "tax": { "type": "object", "properties": { "types": { "type": "array", "items": { "type": "string", "enum": [ "Income", "Gift", "Estate", "Generation-skipping Transfer", "Employment", "Excise", "Other" ] } }, "typeDesc": { "type": "string" }, "forms": { "type": "array", "items": { "type": "string", "enum": ["a", "b", "c", "d", "e", "f", "g", "h"] } }, "formDesc": { "type": "string" }, "5": { "type": "string" } } }, "proceedings": { "type": "object", "properties": { "name": { "type": "string", "minLength": 1, "description": "Name of court (if other than a court proceeding, identify the type of proceeding and name of agency)" }, "address": { "type": "object", "properties": { "street": { "type": "string", "minLength": 1, "description": "Address of court" }, "other": { "type": "string" }, "city": { "type": "string", "minLength": 1, "description": "City or town, state, and ZIP code" }, "state": { "type": "string", "minLength": 1 }, "zip": { "type": "string", "minLength": 1 } } }, "date": { "type": "string", "minLength": 1, "description": "Date of proceeding" }, "time": { "type": "object", "properties": { "text": { "type": "string", "minLength": 1, "description": "Time of proceeding" }, "amOrPm": { "type": "string", "enum": ["AM", "PM"] } } }, "initiationDate": { "type": "string", "minLength": 1, "description": "Date proceeding initiated" }, "docketNumber": { "type": "string", "minLength": 1, "description": "Docket number" }, "placeOfOtherProceedings": { "type": "string" } } }, "title": { "type": "string" } } }, "IRS8821FormState": { "type": "object", "properties": { "personalInfo": { "$ref": "#/components/schemas/PersonalInfoInput" }, "businessInfo": { "$ref": "#/components/schemas/BusinessInfoInput" }, "address": { "$ref": "#/components/schemas/AddressInput" }, "signatureBase64": { "type": "string", "description": "Base64 encoded signature image. Only supply the base64 string, not the 'data:image/png;base64,' prefix." }, "signatureText": { "type": "string", "description": "The typed name of the signer.", "minLength": 1 }, "form56": { "$ref": "#/components/schemas/IRS56FormState", "description": "IRS Form 56 (https://www.irs.gov/pub/irs-pdf/f56.pdf). Only required if the signer of the form 8821 is the fiduciary and not the taxpayer." }, "extraDesignees": { "type": "array", "items": { "$ref": "#/components/schemas/CAFDesignee" } } }, "required": ["personalInfo", "address"] }, "UnsignedIRS8821FormState": { "type": "object", "properties": { "personalInfo": { "$ref": "#/components/schemas/PersonalInfoInput" }, "businessInfo": { "$ref": "#/components/schemas/BusinessInfoInput" }, "address": { "$ref": "#/components/schemas/AddressInput" }, "form56": { "$ref": "#/components/schemas/IRS56FormState", "description": "IRS Form 56 (https://www.irs.gov/pub/irs-pdf/f56.pdf). Only required if the signer of the form 8821 is the fiduciary and not the taxpayer." }, "extraDesignees": { "type": "array", "items": { "$ref": "#/components/schemas/CAFDesignee" } } }, "required": ["personalInfo", "address"] }, "CAFDesignee": { "type": "object", "properties": { "name": { "type": "string", "minLength": 1 }, "address": { "$ref": "#/components/schemas/AddressInput" }, "cafNumber": { "type": "string", "minLength": 1 }, "monitorIRSNotices": { "type": "boolean" } }, "required": ["name", "address"] }, "Disconnect": { "type": "object", "properties": { "status": { "type": "string", "example": "success" } } }, "ClearRecords": { "type": "object", "properties": { "status": { "type": "string", "example": "success" } } }, "Record": { "type": "object", "properties": { "id": { "description": "The Chart UUID assigned to this tax record.", "type": "string", "example": "clt0szoxp0001p82z45ufj6t4" }, "name": { "description": "The account name retrieved from tax record provider.", "type": "string", "nullable": true, "example": "John Doe" }, "tax_year": { "type": "string", "description": "The tax year of the record.", "example": "2022" }, "provider_id": { "description": "The tax record provider associated with the access_token.", "type": "string", "enum": [ "turbotax", "hr", "taxact", "tax_slayer", "jackson", "free_tax_usa", "irs", "irs_tax_pro", "pilot", "cch_axcess", "drake", "proconnect", "chart-sandbox" ], "example": "turbotax" }, "date": { "type": "string", "format": "date-time", "description": "The date of the submission in ISO 8601 format in UTC.", "example": "2024-02-26T21:33:49.428Z" }, "raw_file": { "type": "string", "description": "A pre-signed URL pointing to the raw tax file retrieved from the provider. Returns a PDF file. The URL expires after 12 hours." }, "forms": { "description": "The parsed tax form data associated with the tax record.", "type": "array", "items": { "anyOf": [ { "$ref": "#/components/schemas/WAID" }, { "$ref": "#/components/schemas/RECA" }, { "$ref": "#/components/schemas/ACTR" }, { "$ref": "#/components/schemas/RETR" }, { "$ref": "#/components/schemas/VENF" }, { "$ref": "#/components/schemas/F1040" }, { "$ref": "#/components/schemas/W2" }, { "$ref": "#/components/schemas/Form1095A" }, { "$ref": "#/components/schemas/FormIrs1099IntModel" }, { "$ref": "#/components/schemas/FormIrs1099GModel" } ] } } } }, "Provider": { "type": "object", "properties": { "id": { "description": "The id of the tax record provider used in Connect.", "type": "string", "example": "turbotax" }, "display_name": { "description": "The display name of the tax record provider.", "type": "string", "example": "TurboTax" }, "icon": { "description": "The url to the official icon of the tax record provider.", "type": "string", "example": "https://chart-providers.s3.us-west-1.amazonaws.com/turbotax_icon.png" }, "logo": { "description": "The url to the official logo of the tax record provider.", "type": "string", "example": "https://chart-providers.s3.us-west-1.amazonaws.com/turbotax_logo.png" }, "primary_color": { "description": "The hex code for the primary color of the tax record provider.", "type": "string", "example": "#236CFF" } } }, "Introspection": { "type": "object", "properties": { "taxpayer_id": { "description": "The Chart UUID identifying the taxpayer for a specific submission.", "type": "string", "example": "clt0szoxp0001p82z45ufj6t4" }, "client_id": { "description": "The client id of the application associated with the `access_token`.", "type": "string", "example": "23ca205dc62bbf3e3f940667020bbdcc" }, "name": { "description": "The account name retrieved from tax record provider.", "type": "string", "nullable": true, "example": "John Doe" }, "provider_id": { "description": "The tax record provider associated with the access_token.", "type": "string", "enum": [ "turbotax", "hr", "taxact", "tax_slayer", "jackson", "free_tax_usa", "irs", "irs_tax_pro", "pilot", "cch_axcess", "drake", "proconnect", "chart-sandbox" ], "example": "turbotax" } } }, "ClientLinkInput": { "type": "object", "properties": { "metadata": { "type": "object", "description": "Custom metadata identifying external fields about the taxpayer. This is useful for keeping track of external information about the taxpayer such as user IDs from other systems." }, "settings": { "type": "object", "properties": { "flowType": { "type": "string", "enum": [ "full", "personal", "business", "irs-8821", "irs-online-account", "irs-8821-personal", "irs-8821-business", "irs-8821-no-kyc", "irs-8821-no-kyc-personal", "irs-8821-no-kyc-business", "irs-online-account-business", "full-irs-online-account", "full-irs-online-account-combined", "full-irs-online-account-business", "irs-online-verify-first", "irs-online-verify-first-business", "tax-prep", "irs-8821-and-online-account", "irs-8821-and-online-account-personal", "irs-8821-and-online-account-business" ] }, "transcripts": { "type": "object", "properties": { "ACTR": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } }, "RECA": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } }, "WAID": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } }, "VENF": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } }, "W2": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } }, "1095-A": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } }, "NOTICE": { "type": "array", "items": { "type": "string", "pattern": "^\\d{4}$", "minLength": 4 } } } }, "prefillData": { "type": "object", "properties": { "personalInfo": { "$ref": "#/components/schemas/PersonalInfoInput" }, "businessInfo": { "$ref": "#/components/schemas/BusinessInfoInput" }, "address": { "$ref": "#/components/schemas/AddressInput" } } } } } } }, "PersonalInfoInput": { "type": "object", "properties": { "firstName": { "type": "string", "minLength": 1, "maxLength": 50, "pattern": "^[a-zA-Z][a-zA-Z\\s-]*$", "example": "John", "description": "Alpha string value with a limit of 50 characters. Only hyphens (-) and spaces are allowed as special characters." }, "lastName": { "type": "string", "minLength": 1, "maxLength": 50, "pattern": "^[a-zA-Z][a-zA-Z\\s-]*$", "example": "Doe", "description": "Alpha string value with a limit of 50 characters. Only hyphens (-) and spaces are allowed as special characters." }, "ssn": { "type": "string", "minLength": 9, "maxLength": 9, "example": "123456789", "description": "Full SSN of the taxpayer. Required for non-business form 8821 submissions." } }, "required": ["firstName", "lastName"] }, "BusinessInfoInput": { "type": "object", "properties": { "name": { "type": "string", "minLength": 1, "example": "Test, Inc." }, "taxId": { "type": "string", "description": "EIN or SSN of the taxpayer", "minLength": 9, "maxLength": 9, "example": "123456789" }, "type": { "type": "string", "enum": [ "S-Corporation", "C-Corporation", "Sole Proprietorship", "Partnerships" ] }, "phone": { "type": "string", "pattern": "^[0-9]{10}$", "example": "1112223344" }, "title": { "type": "string", "enum": [ "Managing Member", "Partner", "Limited Partner", "Director", "Chief Accounting Officer", "Chief Executive Officer", "Chief Operating Officer", "Chief Financial Officer", "President", "Vice President", "Secretary", "Treasurer", "Assistant Treasurer", "Controller", "Owner", "Sole Proprietor", "Executor", "Beneficiary", "Trustee", "Administrator" ], "example": "Chief Executive Officer" } }, "required": ["name", "taxId", "type", "phone", "title"] }, "AddressInput": { "type": "object", "properties": { "street": { "type": "string", "minLength": 1, "example": "123 Main St" }, "other": { "type": "string", "example": "Apt 1" }, "city": { "type": "string", "minLength": 1, "example": "San Francisco" }, "state": { "type": "string", "minLength": 1, "example": "CA" }, "zip": { "type": "string", "minLength": 1, "example": "94101" } }, "required": ["street", "city", "state", "zip"] }, "TaxpayerAnalysis": { "type": "object", "properties": { "total_liabilities": { "type": "number", "example": "5000", "description": "The total tax liabilities of the taxpayer." }, "liabilities_with_lien_filed": { "type": "number", "example": "3000", "description": "The total tax liabilities of the taxpayer calculated for each year with a federal tax lien filed." }, "tin": { "type": "string", "example": "123456789", "description": "The TIN of the taxpayer." }, "employment_history": { "type": "array", "description": "Historical employment records from W2s and wage and income documents", "items": { "type": "object", "properties": { "type": { "type": "string", "enum": ["W2", "WAID-W2", "1099NEC", "WAID-1099NEC"], "description": "Document type - W2 or Wage and Income Document", "example": "WAID-W2" }, "year": { "type": "string", "description": "Tax year", "example": "2023" }, "employer": { "type": "object", "properties": { "ein": { "type": "string", "description": "Employer Identification Number", "example": "XXXXX1234" }, "name": { "type": "string", "description": "Employer name", "example": "ACME INC." }, "address": { "type": "string", "description": "Employer address", "example": "123 Main St, Anytown, USA 12345" } }, "required": ["ein", "name", "address"] } }, "required": ["type", "year", "employer"] }, "example": [ { "type": "WAID", "year": "2023", "employer": { "ein": "XXXXX2003", "name": "CHAR", "address": "609 WA" } } ] } } }, "IRSOnlineAccountDetails": { "type": "object", "properties": { "address": { "type": "object", "properties": { "street_address": { "type": "string", "example": "123 Main St" }, "city": { "type": "string", "example": "San Francisco" }, "state": { "type": "string", "example": "CA" }, "zip_code": { "type": "string", "example": "94101" } } }, "balance_summary": { "type": "object", "properties": { "balance_due": { "type": "number", "example": 5000 }, "tax_years": { "type": "array", "items": { "type": "object", "properties": { "amount": { "type": "number", "example": 2500 }, "year": { "type": "string", "example": "2023" } } }, "required": ["amount", "year"] } } } } }, "VENF": { "type": "object", "properties": { "type": { "type": "string", "enum": ["VENF"], "example": "VENF" }, "year": { "type": "string", "example": "2023" } } }, "F1040": { "type": "object", "properties": { "type": { "type": "string", "enum": ["F1040"], "example": "F1040" }, "year": { "type": "string", "example": "2023" }, "filing_info": { "type": "object", "properties": { "name": { "type": "string" }, "spouse_name": { "type": "string" }, "ssn": { "type": "string" }, "spouse_ssn": { "type": "string" }, "home_address": { "type": "string" }, "city": { "type": "string" }, "state": { "type": "string" }, "zip": { "type": "string" }, "filing_status": { "type": "string", "enum": [ "SINGLE", "MARRIED_FILING_JOINTLY", "MARRIED_FILING_SEPARATELY", "HEAD_OF_HOUSEHOLD", "QUALIFYING_WIDOW_ER" ] } } }, "dependents": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string" }, "ssn": { "type": "string" }, "relationship": { "type": "string" }, "child_tax_credit": { "type": "boolean" }, "credit_for_other_dependents": { "type": "boolean" } } } }, "income": { "type": "object", "properties": { "w2_wages": { "type": "number", "description": "Line 1a: Total from W-2, box 1" }, "household_employee_wages": { "type": "number", "description": "Line 1b: Household employee wages not reported on W-2" }, "tip_income": { "type": "number", "description": "Line 1c: Tip income not reported on line 1a" }, "medicaid_waiver_payments": { "type": "number", "description": "Line 1d: Medicaid waiver payments" }, "dependent_care_benefits": { "type": "number", "description": "Line 1e: Taxable dependent care benefits from Form 2441" }, "adoption_benefits": { "type": "number", "description": "Line 1f: Employer-provided adoption benefits from Form 8839" }, "form_8919_wages": { "type": "number", "description": "Line 1g: Wages from Form 8919" }, "other_earned_income": { "type": "number", "description": "Line 1h: Other earned income" }, "nontaxable_combat_pay": { "type": "number", "description": "Line 1i: Nontaxable combat pay election" }, "total_wages": { "type": "number", "description": "Line 1z: Total wages (sum of 1a-1h)" }, "tax_exempt_interest": { "type": "number", "description": "Line 2a: Tax-exempt interest" }, "taxable_interest": { "type": "number", "description": "Line 2b: Taxable interest" }, "qualified_dividends": { "type": "number", "description": "Line 3a: Qualified dividends" }, "ordinary_dividends": { "type": "number", "description": "Line 3b: Ordinary dividends" }, "ira_distributions": { "type": "number", "description": "Line 4a: IRA distributions" }, "taxable_ira_distributions": { "type": "number", "description": "Line 4b: Taxable IRA distributions" }, "pensions_annuities": { "type": "number", "description": "Line 5a: Pensions and annuities" }, "taxable_pensions_annuities": { "type": "number", "description": "Line 5b: Taxable pensions and annuities" }, "social_security_benefits": { "type": "number", "description": "Line 6a: Social security benefits" }, "taxable_social_security_benefits": { "type": "number", "description": "Line 6b: Taxable social security benefits" }, "lump_sum_election": { "type": "boolean", "description": "Line 6c: Lump-sum election method checkbox" }, "capital_gain_loss": { "type": "number", "description": "Line 7: Capital gain or (loss)" }, "additional_income_schedule_1": { "type": "number", "description": "Line 8: Additional income from Schedule 1, line 10" }, "total_income": { "type": "number", "description": "Line 9: Total income" }, "adjustments_to_income": { "type": "number", "description": "Line 10: Adjustments to income from Schedule 1, line 26" }, "adjusted_gross_income": { "type": "number", "description": "Line 11: Adjusted gross income (subtract line 10 from line 9)" }, "standard_or_itemized_deduction": { "type": "number", "description": "Line 12: Standard deduction or itemized deductions from Schedule A" }, "qualified_business_income_deduction": { "type": "number", "description": "Line 13: Qualified business income deduction from Form 8995 or 8995-A" }, "total_deductions": { "type": "number", "description": "Line 14: Add lines 12 and 13" }, "taxable_income": { "type": "number", "description": "Line 15: Taxable income (subtract line 14 from line 11)" } } } } }, "W2": { "type": "object", "properties": { "type": { "type": "string", "enum": ["W2"], "example": "W2" }, "year": { "type": "string", "example": "2023" }, "forms": { "type": "array", "items": { "type": "object", "properties": { "employer": { "type": "object", "properties": { "ein": { "type": "string", "example": "XX-XXX4005" }, "name": { "type": "string", "example": "ACME INC." }, "address": { "type": "string", "example": "123 Main St, Anytown, USA 12345" } } }, "employee": { "type": "object", "properties": { "ssn": { "type": "string", "example": "XXX-XX-1234" }, "name": { "type": "string", "example": "JOHN DOE" }, "address": { "type": "string", "example": "123 Main St, Anytown, USA 12345" } } }, "wages": { "type": "number", "example": 55738 }, "social_security_wages": { "type": "number", "example": 55738 }, "medicare_wages": { "type": "number", "example": 55738 }, "federal_income_tax_withheld": { "type": "number", "example": 5490 }, "social_security_tax_witheld": { "type": "number", "example": 3455 }, "medicare_tax_witheld": { "type": "number", "example": 808 } } } } }, "required": ["type", "year", "forms"] }, "Form1095A": { "type": "object", "properties": { "type": { "type": "string", "enum": ["1095A"], "example": "1095A" }, "year": { "type": "string", "example": "2023" }, "forms": { "type": "array", "items": { "type": "object", "properties": { "recipient_info": { "type": "object", "properties": { "policy_number": { "type": "string" }, "policy_issuer": { "type": "string" }, "name": { "type": "string" }, "ssn": { "type": "string" }, "dob": { "type": "string" }, "spouse_name": { "type": "string" }, "spouse_ssn": { "type": "string" }, "spouse_dob": { "type": "string" }, "policy_start": { "type": "string" }, "policy_termination": { "type": "string" }, "street_address": { "type": "string" }, "city": { "type": "string" }, "state": { "type": "string" }, "zip_code": { "type": "string" } }, "required": [ "policy_number", "policy_issuer", "name", "ssn", "dob", "policy_start", "policy_termination", "street_address", "city", "state", "zip_code" ] }, "covered_individuals": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string" }, "ssn": { "type": "string" }, "dob": { "type": "string" }, "coverage_start": { "type": "string" }, "coverage_termination": { "type": "string" } }, "required": [ "name", "ssn", "dob", "coverage_start", "coverage_termination" ] } }, "coverage_months": { "type": "array", "description": "each month is an item ordered by month number", "items": { "type": "object", "properties": { "monthly_enrollment_premium": { "type": "number" }, "monthly_slcsp_premium": { "type": "number" }, "monthly_advance_payment": { "type": "number" } }, "required": [ "monthly_enrollment_premium", "monthly_slcsp_premium", "monthly_advance_payment" ] } }, "annual_totals": { "type": "object", "properties": { "monthly_enrollment_premium": { "type": "number" }, "monthly_slcsp_premium": { "type": "number" }, "monthly_advance_payment": { "type": "number" } }, "required": [ "monthly_enrollment_premium", "monthly_slcsp_premium", "monthly_advance_payment" ] } }, "required": [ "recipient_info", "covered_individuals", "coverage_months", "annual_totals" ] } } }, "required": ["type", "year", "forms"] }, "FormIrs1099IntModel": { "type": "object", "properties": { "type": { "type": "string", "enum": ["1099INT"], "example": "1099INT" }, "year": { "type": "string", "example": "2023" }, "forms": { "type": "array", "items": { "type": "object", "properties": { "payer_info": { "type": "object", "properties": { "name": { "type": "string" }, "tin": { "type": "string" }, "address": { "type": "string" } }, "required": ["name", "tin", "address"] }, "recipient_info": { "type": "object", "properties": { "name": { "type": "string" }, "tin": { "type": "string" }, "address": { "type": "string" } }, "required": ["name", "tin", "address"] }, "interest_income": { "type": "number" }, "early_withdrawal_penalty": { "type": "number" }, "savings_bonds_and_treasury_interest": { "type": "number" }, "federal_income_tax_withheld": { "type": "number" }, "investment_expenses": { "type": "number" }, "foreign_tax_paid": { "type": "number" }, "foreign_country": { "type": "string" }, "tax_exempt_interest": { "type": "number" }, "specified_private_activity_bond_interest": { "type": "number" }, "market_discount": { "type": "number" }, "bond_premium": { "type": "number" }, "bond_premium_on_treasury_obligations": { "type": "number" }, "bond_premium_on_tax_exempt_bond": { "type": "number" }, "fatca_checked": { "type": "boolean" }, "account_number": { "type": "string" }, "tax_exempt_and_tax_credit_bond_cusip_no": { "type": "string" } }, "required": [ "form_corrected", "payer_info", "recipient_info", "interest_income", "early_withdrawal_penalty", "savings_bonds_and_treasury_interest", "federal_income_tax_withheld", "investment_expenses", "foreign_tax_paid", "tax_exempt_interest", "specified_private_activity_bond_interest", "market_discount", "bond_premium", "bond_premium_on_treasury_obligations", "bond_premium_on_tax_exempt_bond", "fatca_checked", "account_number" ] } } }, "required": ["type", "year", "forms"] }, "FormIrs1099GModel": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "name": { "type": "string" }, "tin": { "type": "string" }, "address": { "type": "string" } }, "required": ["name", "tin", "address"] }, "recipient": { "type": "object", "properties": { "name": { "type": "string" }, "tin": { "type": "string" }, "address": { "type": "string" } }, "required": ["name", "tin", "address"] }, "unemployment_compensation": { "type": "number" }, "state_local_income_tax_refunds": { "type": "number" }, "year_of_refund": { "type": "integer" }, "federal_income_tax_withheld": { "type": "number" }, "rtaa_payments": { "type": "number" }, "taxable_grants": { "type": "number" }, "agriculture_payments": { "type": "number" }, "trade_or_business_income": { "type": "boolean" }, "market_gain": { "type": "number" }, "account_number": { "type": "string", "nullable": true } }, "required": [ "payer", "recipient", "unemployment_compensation", "state_local_income_tax_refunds", "year_of_refund", "federal_income_tax_withheld", "rtaa_payments", "taxable_grants", "agriculture_payments", "trade_or_business_income", "market_gain" ] }, "WAID": { "type": "object", "properties": { "type": { "type": "string", "enum": ["WAID"], "example": "WAID" }, "year": { "type": "string", "example": "2023" }, "ssn": { "type": "string", "example": "XXX-XX-1234" }, "form_w2": { "type": "array", "items": { "$ref": "#/components/schemas/FormW2" } }, "form_w2g": { "type": "array", "items": { "$ref": "#/components/schemas/FormW2G" } }, "schedule_k1_1065": { "type": "array", "items": { "$ref": "#/components/schemas/ScheduleK1_1065" } }, "schedule_k1_1120s": { "type": "array", "items": { "$ref": "#/components/schemas/ScheduleK1_1120S" } }, "schedule_k1_1041": { "type": "array", "items": { "$ref": "#/components/schemas/ScheduleK1_1041" } }, "form_5498": { "type": "array", "items": { "$ref": "#/components/schemas/Form5498IRA" } }, "form_1042_s": { "type": "array", "items": { "$ref": "#/components/schemas/Form1042S" } }, "form_1099_misc": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099MISC" } }, "form_1099_int": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099INT" } }, "form_1099_g": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099G" } }, "form_1099_r": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099R" } }, "form_1099_div": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099DIV" } }, "form_1099_b": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099B" } }, "form_1099_nec": { "type": "array", "items": { "$ref": "#/components/schemas/Form1099NEC" } }, "form_ssa_1099": { "type": "array", "items": { "$ref": "#/components/schemas/FormSSA1099" } }, "form_1098": { "type": "array", "items": { "$ref": "#/components/schemas/Form1098" } }, "form_1098_t": { "type": "array", "items": { "$ref": "#/components/schemas/Form1098T" } } }, "required": ["type", "year", "ssn"] }, "FormW2": { "type": "object", "properties": { "employer": { "type": "object", "properties": { "name": { "type": "string", "example": "META" }, "address": { "type": "string", "example": "1 HAC" }, "ein": { "type": "string", "example": "XXXXX2001" } } }, "employee": { "type": "object", "properties": { "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 WA" }, "ssn": { "type": "string", "example": "XXX-XX-1234" } } }, "submission_type": { "type": "string", "example": "Original document" }, "wages_tips_other_compensation": { "type": "number", "example": 55738 }, "federal_income_tax_withheld": { "type": "number", "example": 5490 }, "social_security_wages": { "type": "number", "example": 55738 }, "social_security_tax_withheld": { "type": "number", "example": 3455 }, "medicare_wages_tips": { "type": "number", "example": 55738 }, "medicare_tax_withheld": { "type": "number", "example": 808 }, "social_security_tips": { "type": "number", "example": 0 }, "allocated_tips": { "type": "number", "example": 0 }, "dependent_care_benefits": { "type": "number", "example": 0 }, "deferred_compensation": { "type": "number", "example": 0 }, "nonqualified_plans": { "type": "number", "example": 0 }, "code_q": { "type": "number", "example": 0 }, "code_w": { "type": "number", "example": 0 }, "code_y": { "type": "number", "example": 0 }, "code_z": { "type": "number", "example": 0 }, "code_r": { "type": "number", "example": 0 }, "code_s": { "type": "number", "example": 0 }, "code_t": { "type": "number", "example": 0 }, "code_v": { "type": "number", "example": 0 }, "code_aa": { "type": "number", "example": 0 }, "code_bb": { "type": "number", "example": 0 }, "code_dd": { "type": "number", "example": 2227 }, "code_ee": { "type": "number", "example": 0 }, "code_ff": { "type": "number", "example": 0 }, "code_gg": { "type": "number", "example": 0 }, "code_hh": { "type": "number", "example": 0.0 }, "third_party_sick_pay_indicator": { "type": "boolean", "example": false }, "retirement_plan_indicator": { "type": "boolean", "example": false }, "statutory_employee": { "type": "boolean", "example": false }, "w2_whc_ssn_validation_code": { "type": "string", "example": "Correct SSN" } } }, "FormW2G": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string" }, "name": { "type": "string" }, "address": { "type": "string" } } }, "winner": { "type": "object", "properties": { "tin": { "type": "string" }, "name": { "type": "string" }, "address": { "type": "string" } } }, "submission_type": { "type": "string" }, "gross_winnings": { "type": "number" }, "federal_income_tax_withheld": { "type": "number" }, "type_of_wager": { "type": "string" }, "date_won": { "type": "string", "format": "date" }, "winnings_from_identical_wagers": { "type": "number" } } }, "ScheduleK1_1065": { "type": "object", "properties": { "partnership": { "type": "object", "properties": { "ein": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "Test, Inc." }, "address": { "type": "string", "example": "PO BOX 1234\nSEATTLE, WA 94111-0000" } } }, "partner": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME RESORT \nJOHN CITY, UT 1234-0000" } } }, "submission_type": { "type": "string", "example": "Original document" }, "partner_share_of_capital_beginning": { "type": "number", "example": 0.01 }, "partner_share_of_capital_end": { "type": "number", "example": 0.01 }, "ira_sep_keogh_indicator": { "type": "string", "example": "N/A" }, "tax_period_beginning": { "type": "string", "example": "202301" }, "tax_period_end": { "type": "string", "example": "202312" }, "sch_k3": { "type": "string", "example": "Box is not checked" }, "dividends": { "type": "number", "example": 0.0 }, "interest": { "type": "number", "example": 636 }, "royalties": { "type": "number", "example": 0.0 }, "ordinary_income_k1": { "type": "number", "example": 0.0 }, "real_estate": { "type": "number", "example": 0.0 }, "other_rental": { "type": "number", "example": 0.0 }, "total_guaranteed_payments": { "type": "number", "example": 0.0 }, "section_179_expenses": { "type": "number", "example": 0.0 }, "capital_gain_short": { "type": "number", "example": 0.0 }, "capital_gain_long": { "type": "number", "example": 0.0 }, "part_iii_other_income_loss": { "type": "number", "example": 0.0 }, "part_iii_other_deduction": { "type": "number", "example": 0.0 }, "nonrecourse_beginning": { "type": "number", "example": 0.0 }, "nonrecourse_end": { "type": "number", "example": 0.0 }, "qualified_nonrecourse_beginning": { "type": "number", "example": 0.0 }, "qualified_nonrecourse_end": { "type": "number", "example": 0.0 }, "recourse_beginning": { "type": "number", "example": 0.0 }, "recourse_end": { "type": "number", "example": 0.0 }, "dividend_equivalents": { "type": "number", "example": 0.0 } } }, "ScheduleK1_1120S": { "type": "object", "properties": { "corporation": { "type": "object", "properties": { "ein": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "TEST LLC" }, "address": { "type": "string", "example": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382" } } }, "shareholder": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "dividends": { "type": "number", "example": 0.0 }, "interest": { "type": "number", "example": 12022.0 }, "royalties": { "type": "number", "example": 0.0 }, "ordinary_income_k1": { "type": "number", "example": 250000.0 }, "real_estate": { "type": "number", "example": 0.0 }, "other_rental": { "type": "number", "example": 0.0 }, "section_179_expenses": { "type": "number", "example": 14224.0 }, "short_term_capital_gain": { "type": "number", "example": 0.0 }, "long_term_capital_gain": { "type": "number", "example": 0.0 }, "credits": { "type": "number", "example": 0.0 }, "part_iii_other_income_loss": { "type": "number", "example": 0.0 }, "part_iii_other_deduction": { "type": "number", "example": 0.0 }, "credits_code_1": { "type": "string", "example": "Insignificant" }, "credits_code_2": { "type": "string", "example": "Insignificant" }, "shareholder_percentage_of_stock": { "type": "string", "example": "33.333%" }, "beginning_tax_period": { "type": "string", "example": "202301" }, "ending_tax_period": { "type": "string", "example": "202312" } } }, "ScheduleK1_1041": { "type": "object", "properties": { "fiduciary": { "type": "object", "properties": { "ein": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "Test Fiduciary" }, "address": { "type": "string", "example": "123 Fiduciary St\nCity, State 12345" } } }, "beneficiary": { "type": "object", "properties": { "id": { "type": "string", "example": "987-65-4321" }, "name": { "type": "string", "example": "John Beneficiary" }, "address": { "type": "string", "example": "456 Beneficiary Ave\nCity, State 67890" } } }, "submission_type": { "type": "string", "example": "Original document" }, "dividends": { "type": "number", "example": 1000.0 }, "interest": { "type": "number", "example": 500.0 }, "ordinary_business_income": { "type": "number", "example": 2000.0 }, "short_term_capital_gain": { "type": "number", "example": 150.0 }, "long_term_capital_gain": { "type": "number", "example": 300.0 }, "net_rental_real_estate_income": { "type": "number", "example": 400.0 }, "other_rental_income": { "type": "number", "example": 250.0 }, "other_information": { "type": "number", "example": 50.0 }, "other_portfolio_and_non_business_income": { "type": "number", "example": 75.0 }, "other_information_codes": { "type": "array", "items": { "type": "string", "example": "Code1" } }, "beginning_tax_period": { "type": "string", "example": "202301" }, "ending_tax_period": { "type": "string", "example": "202312" } } }, "Form5498IRA": { "type": "object", "properties": { "trustee": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "TEST CUSTODIAN" }, "address": { "type": "string", "example": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382" } } }, "participant": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "123435" }, "ira_contributions": { "type": "number", "example": 0.0 }, "rollover_contributions": { "type": "number", "example": 0.0 }, "roth_conversion_amount": { "type": "number", "example": 0.0 }, "recharacterized_contributions": { "type": "number", "example": 0.0 }, "fair_market_value_of_account": { "type": "number", "example": 28988.0 }, "life_insurance_cost": { "type": "number", "example": 0.0 }, "sep_code": { "type": "boolean", "example": false }, "ira_code": { "type": "boolean", "example": false }, "simple_code": { "type": "boolean", "example": false }, "roth_ira_code": { "type": "boolean", "example": true }, "rmd_subsequent_year": { "type": "string", "example": "RMD box not checked" }, "rmd_date": { "type": "string", "example": "00-00-0000" }, "year": { "type": "string", "example": "" }, "postponed_contribution_code": { "type": "string", "example": "" }, "repayments_code": { "type": "string", "example": "" }, "sep_contributions": { "type": "number", "example": 0.0 }, "simple_contributions": { "type": "number", "example": 0.0 }, "roth_ira_contributions": { "type": "number", "example": 6167.0 }, "required_minimum_distribution": { "type": "number", "example": 0.0 }, "postponed_contributions": { "type": "number", "example": 0.0 }, "fair_market_value_specified_assets": { "type": "number", "example": 0.0 } } }, "Form1042S": { "type": "object", "properties": { "withholding_agent": { "type": "object", "properties": { "ein": { "type": "string", "example": "XXXXX1234" }, "name": { "type": "string", "example": "YALE" }, "address": { "type": "string", "example": "P.O. B" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "XXX-XX-1234" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "1 ST" } } }, "submission_type": { "type": "string", "example": "Original document" }, "withholding_agent_province_code": { "type": "string", "example": "" }, "withholding_agent_country_code": { "type": "string", "example": "" }, "unique_form_identifier": { "type": "string", "example": "0040000213" }, "return_type": { "type": "string", "example": "Original" }, "number_or_space": { "type": "string", "example": "" }, "recipient_country_code": { "type": "string", "example": "" }, "recipient_account_number": { "type": "string", "example": "XXXX1234" }, "withholding_occurred_in_subsequent_year": { "type": "string", "example": "Box not checked no withholding in subsequent year" }, "withholding_agent_ein_type": { "type": "string", "example": "EIN" }, "pro_rata_basis_reporting": { "type": "string", "example": "Not Checked" }, "income_code": { "type": "string", "example": "Scholarship or Fellowship Grants" }, "recipient_foreign_tax_identifying_number": { "type": "string", "example": "XXXXXXX1234" }, "gross_income": { "type": "number", "example": 10491.0 }, "withholding_allowance": { "type": "number", "example": 0.0 }, "net_income": { "type": "number", "example": 0.0 }, "tax_rate_chapter_3": { "type": "number", "example": 14.0 }, "exemption_code_chapter_3": { "type": "number", "example": 0.0 }, "tax_rate_chapter_4": { "type": "number", "example": 0.0 }, "exemption_code_chapter_4": { "type": "string", "example": "Excluded nonfinancial payment" }, "us_federal_tax_withheld": { "type": "number", "example": 1469.0 }, "overwithheld_tax_repaid_to_recipient": { "type": "number", "example": 0.0 }, "nqi_flow_through_entity_ein": { "type": "string", "example": "" }, "nqi_flow_province_code": { "type": "string", "example": "" }, "nqi_flow_country_code": { "type": "string", "example": "" }, "nqi_flow_postal_code": { "type": "string", "example": "" }, "nqi_flow_through_name": { "type": "string", "example": "" }, "payer_tin": { "type": "string", "example": "" }, "payer_name": { "type": "string", "example": "" }, "state_income_tax_withheld": { "type": "number", "example": 0.0 }, "withholding_by_other_agents": { "type": "number", "example": 0.0 }, "payer_state_tax_no": { "type": "string", "example": "XXXXXX99-0" }, "state_code": { "type": "string", "example": "CT" }, "total_withholding_credit": { "type": "number", "example": 1469.0 }, "tax_paid_by_withholding_agent": { "type": "number", "example": 0.0 }, "chapter_3_or_chapter_4_indicator": { "type": "string", "example": "Form was filed Chapter 3" }, "tax_not_deposited_under_escrow_procedure_checkbox": { "type": "string", "example": "Check box not checked" }, "recipient_chapter_3_status_code": { "type": "string", "example": "Individual" }, "recipient_chapter_4_status_code": { "type": "string", "example": "" }, "recipient_giin": { "type": "string", "example": "" }, "recipient_birthdate": { "type": "string", "example": "01-13-2000" }, "primary_withholding_agent_name": { "type": "string", "example": "" }, "primary_withholding_agent_ein": { "type": "string", "example": "000000000" }, "intermediary_or_flow_through_entity_chapter_3_status_code": { "type": "string", "example": "" }, "intermediary_or_flow_through_entity_chapter_4_status_code": { "type": "string", "example": "" }, "intermediary_or_flow_through_entity_foreign_tax_id_number": { "type": "string", "example": "" }, "intermediary_or_flow_through_entity_giin": { "type": "string", "example": "" }, "withholding_agent_chapter_3_status_code": { "type": "string", "example": "Tax Exempt Organization (Section 501(c) entities)" }, "withholding_agent_chapter_4_status_code": { "type": "string", "example": "Section 501(c) Entities" }, "withholding_agent_foreign_taxpayer_id_number": { "type": "string", "example": "" }, "withholding_agent_giin": { "type": "string", "example": "" }, "payer_giin": { "type": "string", "example": "" }, "lob_code": { "type": "string", "example": "" }, "payer_chapter_3_status_code": { "type": "string", "example": "" }, "payer_chapter_4_status_code": { "type": "string", "example": "" } } }, "Form1099MISC": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "464364776" }, "name": { "type": "string", "example": "ROBINHOOD MARKETS INC. AS AGENT FOR\nROBINHOOD SECURITIES LLC" }, "address": { "type": "string", "example": "85 WILLOW ROAD\nMENLO PARK, CA 94025-0000" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "11063535390" }, "tax_withheld": { "type": "number", "example": 0.0 }, "medical_payments": { "type": "number", "example": 0.0 }, "fishing_income": { "type": "number", "example": 0.0 }, "rents": { "type": "number", "example": 0.0 }, "royalties": { "type": "number", "example": 0.0 }, "other_income": { "type": "number", "example": 0.0 }, "substitute_payments_for_dividends": { "type": "number", "example": 403.0 }, "excess_golden_parachute": { "type": "number", "example": 0.0 }, "crop_insurance": { "type": "number", "example": 0.0 }, "attorney_fees": { "type": "number", "example": 0.0 }, "foreign_tax_paid": { "type": "number", "example": 0.0 }, "section_409a_deferrals": { "type": "number", "example": 0.0 }, "nonqualified_deferred_compensation": { "type": "number", "example": 0.0 }, "fish_purchased_for_resale": { "type": "number", "example": 0.0 }, "direct_sales_indicator": { "type": "boolean", "example": false }, "fatca": { "type": "boolean", "example": false }, "second_notice_indicator": { "type": "boolean", "example": false } } }, "Form1099INT": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "XXXXX4085" }, "name": { "type": "string", "example": "MERR" }, "address": { "type": "string", "example": "1500 A" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "XXX-XX-1234" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 WA" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "XXXX1T23" }, "interest_income": { "type": "number", "example": 3300.0 }, "tax_withheld": { "type": "number", "example": 0.0 }, "savings_bonds": { "type": "number", "example": 0.0 }, "investment_expense": { "type": "number", "example": 0.0 }, "interest_forfeiture": { "type": "number", "example": 0.0 }, "foreign_tax_paid": { "type": "number", "example": 0.0 }, "tax_exempt_interest": { "type": "number", "example": 0.0 }, "specified_private_activity_bond_interest": { "type": "number", "example": 0.0 }, "market_discount": { "type": "number", "example": 0.0 }, "bond_premium": { "type": "number", "example": 0.0 }, "bond_premium_on_tax_exempt_bond": { "type": "number", "example": 0.0 }, "bond_premium_on_treasury_obligation": { "type": "number", "example": 0.0 }, "second_notice_indicator": { "type": "string", "example": "No Second Notice" }, "cusip": { "type": "string", "example": "037833100" }, "fatca": { "type": "boolean", "example": false } } }, "Form1099G": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "CALIFORNIA STATE TAX COMMISSION" }, "address": { "type": "string", "example": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "79737472012312022" }, "rtaa_payments": { "type": "number", "example": 0.0 }, "tax_withheld": { "type": "number", "example": 0.0 }, "taxable_grants": { "type": "number", "example": 0.0 }, "unemployment_compensation": { "type": "number", "example": 0.0 }, "agricultural_subsidies": { "type": "number", "example": 0.0 }, "prior_year_refund": { "type": "number", "example": 3678.0 }, "market_gain_commodity_credit_corporation_loans": { "type": "number", "example": 0.0 }, "year_of_refund": { "type": "number", "example": 2022 }, "offset": { "type": "string", "example": "Not Refund, Credit, or Offset for Trade or Business" }, "second_tin_notice": { "type": "boolean", "example": false } } }, "Form1099R": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "Payer Name" }, "address": { "type": "string", "example": "Payer Address" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "Recipient Name" }, "address": { "type": "string", "example": "Recipient Address" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "Optional Account Number" }, "distribution_codes": { "type": "array", "items": { "type": "object", "properties": { "value": { "type": "string", "example": "Distribution Value" }, "code": { "type": "string", "example": "Distribution Code" } } } }, "tax_amount_undetermined_code": { "type": "boolean", "example": false }, "total_distribution_code": { "type": "boolean", "example": false }, "first_year_roth_contribution": { "type": "string", "example": "First Year Roth Contribution" }, "sep_indicator": { "type": "string", "example": "SEP Indicator" }, "fatca": { "type": "boolean", "example": false }, "date_of_payment_for_reportable_death_benefits": { "type": "string", "example": "Date of Payment" }, "Tax Withheld": { "type": "number", "example": 0.0 }, "total_employee_contributions": { "type": "number", "example": 0.0 }, "unrealized_appreciation": { "type": "number", "example": 0.0 }, "other_income": { "type": "number", "example": 0.0 }, "gross_distribution": { "type": "number", "example": 0.0 }, "taxable_amount": { "type": "number", "example": 0.0 }, "eligible_capital_gains": { "type": "number", "example": 0.0 }, "amount_to_irr": { "type": "number", "example": 0.0 } } }, "Form1099DIV": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "Test, Inc." }, "address": { "type": "string", "example": "1 WHITE HOUSE\nDALLAS, TX 12345-0000" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "3TQ26707000000000001" }, "tax_withheld": { "type": "number", "example": 0.0 }, "capital_gains": { "type": "number", "example": 0.0 }, "non_dividend_distribution": { "type": "number", "example": 0.0 }, "cash_liquidation_distribution": { "type": "number", "example": 0.0 }, "non_cash_liquidation_distribution": { "type": "number", "example": 0.0 }, "investment_expense": { "type": "number", "example": 0.0 }, "ordinary_dividend": { "type": "number", "example": 29.0 }, "collectibles_28_percent_gain": { "type": "number", "example": 0.0 }, "unrecaptured_section_1250_gain": { "type": "number", "example": 0.0 }, "section_1202_gain": { "type": "number", "example": 0.0 }, "foreign_tax_paid": { "type": "number", "example": 0.0 }, "qualified_dividends": { "type": "number", "example": 29.0 }, "section_199a_reit_dividends": { "type": "number", "example": 0.0 }, "second_notice_indicator": { "type": "string", "example": "No Second Notice" }, "fatca": { "type": "boolean", "example": false }, "exempt_interest_dividends": { "type": "number", "example": 0.0 }, "specified_private_activity_bond_interest_dividend": { "type": "number", "example": 0.0 }, "section_897_ordinary_dividends": { "type": "number", "example": 0.0 }, "section_897_capital_gain": { "type": "number", "example": 0.0 } } }, "Form1099B": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "CHARLES SCHWAB & CO., INC." }, "address": { "type": "string", "example": "9800 SCHWAB WAY\nLONE TREE, CO 80124-0000" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "1242542353" }, "date_sold_or_disposed": { "type": "string", "example": "10-11-2023" }, "cusip": { "type": "string", "example": "123456789" }, "gross_proceeds": { "type": "number", "example": 0.0 }, "federal_income_tax_withheld": { "type": "number", "example": 0.0 }, "proceeds": { "type": "number", "example": 0.0 }, "aggregate_profit_loss": { "type": "number", "example": 0.0 }, "realized_profit_loss": { "type": "number", "example": 0.0 }, "unrealized_profit_loss_prior_year": { "type": "number", "example": 0.0 }, "unrealized_profit_loss_current_year": { "type": "number", "example": 0.0 }, "cost_basis": { "type": "number", "example": 0.0 }, "wash_sale_loss_disallowed": { "type": "number", "example": 0.0 }, "accrued_market_discount": { "type": "number", "example": 0.0 }, "description": { "type": "string", "example": "50 SHARES ISHARES SHORT TREASURY" }, "second_notice_indicator": { "type": "string", "example": "No Second Notice" }, "date_acquired": { "type": "string", "example": "00-00-0000" }, "noncovered_security_indicator": { "type": "string", "example": "Nothing checked" }, "type_gain_loss": { "type": "string", "example": "Short-term" }, "loss_not_allowed_indicator": { "type": "string", "example": "" }, "fatca": { "type": "boolean", "example": false }, "proceeds_from": { "type": "string", "example": "Box not checked" } } }, "Form1099NEC": { "type": "object", "properties": { "issuer_provider": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "ISSUER NAME" }, "address": { "type": "string", "example": "123 ISSUER ADDRESS\nCITY, STATE ZIP" } } }, "recipient": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "RECIPIENT NAME" }, "address": { "type": "string", "example": "123 RECIPIENT ADDRESS\nCITY, STATE ZIP" } } }, "submission_type": { "type": "string", "example": "Original document" }, "second_notice_indicator": { "type": "boolean", "example": false }, "federal_income_tax_withheld": { "type": "number", "example": 0.0 }, "non_employee_compensation": { "type": "number", "example": 5000.0 }, "direct_sales_indicator": { "type": "boolean", "example": false } } }, "FormSSA1099": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "PAYER NAME" }, "address": { "type": "string", "example": "123 PAYER ADDRESS\nCITY, STATE ZIP" } } }, "payee": { "type": "object", "properties": { "id": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "PAYEE NAME" }, "address": { "type": "string", "example": "123 PAYEE ADDRESS\nCITY, STATE ZIP" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "1234567890" }, "pensions_and_annuities": { "type": "number", "example": 10000.0 }, "tax_withheld": { "type": "number", "example": 1000.0 }, "repayments": { "type": "number", "example": 500.0 }, "workmans_compensation_offset": { "type": "number", "example": 200.0 }, "payments": { "type": "array", "items": { "type": "object", "properties": { "year": { "type": "string", "example": "2023" }, "payment": { "type": "number", "example": 1200.0 } } } }, "trust_fund_indicator": { "type": "string", "example": "A" }, "SSA/RRB Payments": { "type": "string", "example": "5000.0" } } }, "Form1098": { "type": "object", "properties": { "recipient_lender": { "type": "object", "properties": { "fin": { "type": "string", "example": "123456789" }, "name": { "type": "string", "example": "TEST FSB" }, "address": { "type": "string", "example": "1 MARKET ST\nSAN FRANCISCO, CA 80129-7382" } } }, "payer_borrower": { "type": "object", "properties": { "ssn": { "type": "string", "example": "123-45-6789" }, "name": { "type": "string", "example": "JOHN SMIT" }, "address": { "type": "string", "example": "123 HOME\n SUN CITY, CA 91111-6623" } } }, "submission_type": { "type": "string", "example": "Original document" }, "account_number": { "type": "string", "example": "MTG013534664" }, "mortgage_interest_received": { "type": "number", "example": 694.0 }, "points_paid_on_purchase": { "type": "number", "example": 0.0 }, "refund_of_overpaid_interest": { "type": "number", "example": 0.0 }, "mortgage_insurance_premiums": { "type": "number", "example": 0.0 }, "outstanding_mortgage_principal": { "type": "number", "example": 200000.0 }, "mortgage_origination_date": { "type": "string", "example": "02-12-2018" }, "address_of_property_securing_mortgage": { "type": "string", "example": "123 W 20th" }, "other_information_from_recipient": { "type": "string", "example": "SAN FRANCISCO CA 94117" }, "number_of_mortgaged_properties": { "type": "integer", "example": 0 }, "mortgage_acquisition_date": { "type": "string", "example": "00-00-0000" } } }, "Form1098T": { "type": "object", "properties": { "payer": { "type": "object", "properties": { "fin": { "type": "string", "example": 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"type": "object", "properties": { "type": { "type": "string", "enum": ["RECA"], "example": "RECA" }, "year": { "type": "string", "example": "2023" }, "name": { "type": "string" }, "address": { "type": "string" }, "form_number": { "type": "string" }, "tin": { "type": "string" }, "account_summary": { "$ref": "#/components/schemas/AccountSummaryModel" }, "transactions": { "type": "array", "items": { "$ref": "#/components/schemas/TransactionModel" } }, "return_summary": { "$ref": "#/components/schemas/ReturnSummaryBusinessModel" }, "original_return": { "type": "object", "properties": { "indicators_codes_misc": { "$ref": "#/components/schemas/IndicatorsCodesAndMiscellaneousInformationBusinessModel" }, "income": { "$ref": "#/components/schemas/IncomeBusinessModel" }, "deductions": { "$ref": "#/components/schemas/DeductionsBusinessModel" }, "tax_and_payments": { "$ref": "#/components/schemas/TaxAndPaymentsBusinessModel" }, "sch_a": { "$ref": "#/components/schemas/ScheduleABusinessModel" }, 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"short_term_capital_gains_and_losses": { "$ref": "#/components/schemas/ShortTermCapitalGainsAndLossesModel" }, "long_term_capital_gains_and_losses": { "$ref": "#/components/schemas/LongTermCapitalGainsAndLossesModel" }, "tax_computation_using_maximum_capital_gains_rates": { "$ref": "#/components/schemas/TaxComputationUsingMaximumCapitalGainsRatesModel" } } }, "ThirdPartyDesigneeDetailsModel": { "type": "object", "properties": { "third_party_designee_id_number": { "type": "string" }, "authorization_indicator": { "type": "integer" }, "third_party_designee_name": { "type": "string" } } }, "Form8863Model": { "type": "object", "properties": { "education_credits": { "type": "object", "properties": { "students": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string" }, "ssn": { "type": "string" } } } }, "tentative_credit_amount": { "type": "number" } } }, "lifetime_learning_credits": { "type": "object", "properties": { "total_lifetime_learning_cr_qlfd_exp": { "type": "number" }, "educational_institution_federal_id_numbers": { "type": "array", "items": { "type": "string" } }, "second_educational_institution_federal_id_numbers": { "type": "array", "items": { "type": "string" } }, "prior_year_hope_scholarship_or_aot_credit_claimed": { "type": "array", "items": { "type": "boolean" } }, "academic_eligibility": { "type": "array", "items": { "type": "boolean" } }, "post_secondary_complete": { "type": "array", "items": { "type": "boolean" } }, "felony_conviction": { "type": "array", "items": { "type": "boolean" } }, "verified_number_of_education_credit_eligible_students": { "type": "integer" }, "total_lifetime_learning_cr_qlfd_exp_per_computer": { "type": "number" } } }, "allowable_education_credits": { "type": "object", "properties": { "gross_education_cr_per_computer": { "type": "number" }, "total_education_credit_amount": { "type": "number" }, "total_education_credit_amount_per_computer": { "type": "number" } } } } }, "IndicatorsCodesAndMiscellaneousInformationBusinessModel": { "type": "object", "properties": { "tax_year_beginning": { "type": "string" }, "correspondence_received_date": { "type": "string" }, "parent_corp_ein": { "type": "string" }, "designee_checkbox": { "type": "boolean" }, "designee_phone_number": { "type": "string" }, "total_assets": { "type": "number" }, "sch_k_net_operating_loss_carryover_prior_tax_years": { "type": "number" }, "f8996_qualified_opportunity_fund": { "type": "number" }, "number_shareholders": { "type": "integer" }, "sch_m2_balance_at_beginning_of_tax_year": { "type": "number" }, "sch_n_total_estimated_income_exclusion": { "type": "number" }, "f8586_low_income_housing_credit": { "type": "number" }, "f8611_total_recapture_amount": { "type": "number" }, "f8825_total_gross_rents_amount": { "type": "number" } } }, "IncomeBusinessModel": { "type": "object", "properties": { "gross_receipts_sales": { "type": "number" }, "returns_allowances": { "type": "number" }, "net_receipts_per_computer": { "type": "number" }, "cogs": { "type": "number" }, "cogs_per_computer": { "type": "number" }, "gross_profit_per_computer": { "type": "number" }, "dividends_income": { "type": "number" }, "interest_income": { "type": "number" }, "gross_rents": { "type": "number" }, "gross_royalties": { "type": "number" }, "capital_gain_net_income": { "type": "number" }, "net_gain_loss": { "type": "number" }, "other_income": { "type": "number" }, "total_receipts_per_computer": { "type": "number" }, "total_income": { "type": "number" }, "total_income_per_computer": { "type": "number" }, "merchant_card_and_third_party_payment": { "type": "number" } } }, "DeductionsBusinessModel": { "type": "object", "properties": { "compensation_of_officers": { "type": "number" }, "salaries_and_wages_less_job_credits": { "type": "number" }, "repairs_maintenance": { "type": "number" }, "bad_debts": { "type": "number" }, "rents": { "type": "number" }, "taxes_and_licenses": { "type": "number" }, "interest": { "type": "number" }, "charitable_contributions": { "type": "number" }, "charitable_contributions_per_computer": { "type": "number" }, "net_depreciation": { "type": "number" }, "depletion": { "type": "number" }, "domestic_production_activities_deduction": { "type": "number" }, "f7205_energy_efficient_commercial_building_deduction": { "type": "number" }, "advertising": { "type": "number" }, "pension_profit_share_plans": { "type": "number" }, "employee_benefits": { "type": "number" }, "other_deductions": { "type": "number" }, "total_deductions": { "type": "number" }, "total_deductions_per_computer": { "type": "number" }, "net_income_per_computer": { "type": "number" }, "taxable_income_pre_net_operating_loss_deduction_per_computer": { "type": "number" }, "net_operating_loss_deduction": { "type": "number" }, "special_deductions": { "type": "number" }, "special_deductions_per_computer": { "type": "number" }, "ordinary_income_loss": { "type": "number" }, "ordinary_income_loss_per_computer": { "type": "number" } } }, "TaxAndPaymentsBusinessModel": { "type": "object", "properties": { "taxable_income_per_computer": { "type": "number" }, "manually_corrected_total_tax": { "type": "number" }, "total_income_tax": { "type": "number" }, "total_income_tax_per_computer": { "type": "number" }, "total_payments_and_refundable_credits": { "type": "number" }, "credit_from_regulated_investment_company_per_computer": { "type": "number" }, "estimated_tax_payments": { "type": "number" }, "f7004_tax_deposited": { "type": "number" }, "total_payments": { "type": "number" }, "foreign_investment_in_real_property_tax_act_credit": { "type": "number" }, "credit_from_federal_tax_fuels_per_computer": { "type": "number" }, "net_965_tax_liability_paid": { "type": "number" }, "total_payments_per_computer": { "type": "number" }, "overpayment_windfall_profit_tax": { "type": "number" }, "tax_shown_on_return": { "type": "number" }, "deferred_965_tax": { "type": "number" }, "estimated_tax_penalty": { "type": "number" }, "tax_due": { "type": "number" }, "tax_due_per_computer": { "type": "number" }, "credit_elect_amount": { "type": "number" }, "credit_next_year_estimated_tax": { "type": "number" }, "total_tax_settlement_per_computer": { "type": "number" }, "f8996_qualified_opportunity_fund": { "type": "number" }, "total_phone_tax_refund": { "type": "number" }, "total_phone_tax_verified": { "type": "number" }, "phone_tax_refund": { "type": "number" }, "phone_tax_interest": { "type": "number" }, "phone_tax_refund_per_computer": { "type": "number" }, "international_tax_report_checkbox": { "type": "boolean" } } }, "ScheduleABusinessModel": { "type": "object", "properties": { "inventory_beginning": { "type": "number" }, "inventory_end": { "type": "number" }, "total_cost_of_sales": { "type": "number" }, "cogs_per_computer": { "type": "number" } } }, "ScheduleKBusinessModel": { "type": "object", "properties": { "portfolio_interest_income": { "type": "number" }, "alcohol_fuels_tax_credit": { "type": "number" }, "total_property_distribution": { "type": "number" }, "income_loss": { "type": "number" } } }, "ScheduleLBusinessModel": { "type": "object", "properties": { "trade_notes_and_accounts_receivable_end": { "type": "number" }, "less_accumulated_depreciation": { "type": "number" }, "loans_to_shareholders_end": { "type": "number" }, "total_assets_begin": { "type": "number" }, "total_assets_end": { "type": "number" }, "other_current_liabilities_end": { "type": "number" }, "other_liabilities_end": { "type": "number" }, "preferred_stock": { "type": "array", "items": { "type": "number" } }, "common_stock": { "type": "array", "items": { "type": "number" } }, "common_stock_end": { "type": "number" }, "retained_earnings_begin": { "type": "number" }, "lost_cost_treasury_stock_begin": { "type": "number" }, "lost_cost_treasury_stock_end": { "type": "number" }, "total_liabilities_and_stock_equity_end": { "type": "number" }, "loans_for_shareholders_end": { "type": "number" }, "loans_from_shareholders_end": { "type": "number" }, "capital_stock_end": { "type": "number" }, "additional_paid_in_capital_end": { "type": "number" }, "retained_earnings_end": { "type": "number" } } }, "Form5884BModel": { "type": "object", "properties": { "preliminary_new_hire_retention_credit": { "type": "number" }, "number_of_retained_workers": { "type": "integer" }, "merchant_card_gross_receipts_per_computer": { "type": "number" }, "net_receipts_per_computer": { "type": "number" } } }, "Form4626Model": { "type": "object", "properties": { "taxable_income_before_nold_per_computer": { "type": "number" }, "pre_adjustment_amount": { "type": "number" }, "adjusted_current_earnings": { "type": "number" }, "amti_before_energy_preference_per_computer": { "type": "number" }, "alt_tax_net_operating_loss_deduction": { "type": "number" }, "alt_tax_net_operating_loss_deduction_computer": { "type": "number" }, "alt_min_taxable_income_per_computer": { "type": "number" }, "exemption_per_computer": { "type": "number" }, "alt_min_foreign_tax_per_computer": { "type": "number" }, "tentative_amt": { "type": "number" }, "tentative_amt_per_computer": { "type": "number" }, "environmental_tax_per_computer": { "type": "number" } } }, "Form3800BusinessModel": { "type": "object", "properties": { "parts": { "type": "array", "items": { "oneOf": [ { "$ref": "#/components/schemas/Form3800GeneralBusinessCreditModelPart1" }, { "$ref": "#/components/schemas/Form3800GeneralBusinessCreditModelPart2" } ] } } } }, "Form3800GeneralBusinessCreditModelPart1": { "type": "object", "properties": { "general_business_credit_non_passive_activity": { "type": "number" }, "general_business_credit_passive_activity": { "type": "number" }, "passive_activity_current_credit": { "type": "number" }, "carryforward_general_business_credit": { "type": "number" }, "carryback_general_business_credit": { "type": "number" }, "f7207_registration_number": { "type": "string" }, "f7207_credit_trans_election": { "type": "number" }, "f7207_gross_elective_payment_election": { "type": "number" }, "f7207_net_elective_payment": { "type": "number" }, "f7207_net_general_business_credit": { "type": "number" }, "f7207_gross_minus_net_computer": { "type": "number" }, "certain_allowable_credits": { "type": "number" }, "f8844_passive_activity_credit": { "type": "number" }, "allowable_credit": { "type": "number" }, "general_business_credit": { "type": "number" }, "eligible_small_business_credit": { "type": "number" }, "passive_activity_credit_box_b_f": { "type": "number" }, "passive_activity_credit_allowed": { "type": "number" }, "carryforward_general_business_credit_box_c_g": { "type": "number" }, "carryback_general_business_credit_box_d_h": { "type": "number" }, "f3468_investment_credit": { "type": "number" }, "research_credit": { "type": "number" }, "low_income_housing_credit": { "type": "number" }, "f3468_registration_number": { "type": "string" }, "f3468_credit_trans_election": { "type": "number" }, "f3468_gross_elective_payment_election": { "type": "number" }, "f3468_net_elective_payment_election": { "type": "number" }, "f3468_net_general_business_credit": { "type": "number" }, "disabled_access_credit": { "type": "number" }, "f8835_registration_number": { "type": "string" }, "f8835_credit_transfer_election": { "type": "number" }, "f8835_net_general_business_credit": { "type": "number" }, "f7210_registration_number": { "type": "string" }, "f7210_credit_trans_election": { "type": "number" }, "f7210_gross_elective_payment_election": { "type": "number" }, "f7210_net_elective_payment": { "type": "number" }, "f7210_net_general_business_credit": { "type": "number" }, "f7210_gross_minus_net_computer": { "type": "number" }, "orphan_drug_credit": { "type": "number" }, "new_market_tax_credit_f8874": { "type": "number" }, "small_employer_pension_plan_start_up_credit": { "type": "number" }, "employer_child_care_credit": { "type": "number" }, "biodiesel_fuel_credit": { "type": "number" }, "low_sulfur_diesel_production_credit": { "type": "number" }, "distilled_spirits": { "type": "number" }, "accelerated_research_credit": { "type": "number" }, "f3468_part_4_registration_number": { "type": "string" } } }, "Form3800GeneralBusinessCreditModelPart2": { "type": "object", "properties": { "f3468_part_4_gross_elective_payment_election": { "type": "number" }, "f3468_part_4_net_elective_payment": { "type": "number" }, "f3468_part_4_net_general_business_credit": { "type": "number" }, "energy_efficient_home": { "type": "number" }, "alternative_fuel_vehicle": { "type": "number" }, "f8911_registration_number": { "type": "string" }, "f8911_credit_trans_election": { "type": "number" }, "f8911_gross_elective_payment_election": { "type": "number" }, "f8911_net_elective_payment": { "type": "number" }, "f8911_net_general_business_credit": { "type": "number" }, "f8911_gross_minus_net_computer": { "type": "number" }, "oil_recovery_credit": { "type": "number" }, "f7213_registration_number": { "type": "string" }, "f7213_credit_transfer_election": { "type": "number" }, "f7213_gross_elective_payment_election": { "type": "number" }, "f7213_net_elective_payment": { "type": "number" }, "f7213_net_general_business_credit": { "type": "number" }, "f7213_gross_minus_net_computer": { "type": "number" }, "f8932_employer_differential_wage_credit": { "type": "number" }, "f8933_registration_number": { "type": "string" }, "f8933_credit_transfer_election": { "type": "number" }, "f8933_gross_elective_payment_election": { "type": "number" }, "f8933_net_elective_payment": { "type": "number" }, "f8933_net_general_business_credit": { "type": "number" }, "f8933_gross_minus_net_computer": { "type": "number" }, "f8936_plug_in_electric_drive_motor_vehicle_credit": { "type": "number" }, "other_general_business_credit": { "type": "number" }, "increasing_research_credit": { "type": "number" }, "empowerment_zone_credit": { "type": "number" }, "f3468_part_iii_investment_credit": { "type": "number" }, "jobs_credit": { "type": "number" }, "alcohol_fuels_credit": { "type": "number" }, "low_income_housing_credit": { "type": "number" }, "employee_cash_tips": { "type": "number" }, "qualified_railroad_track_maintenance": { "type": "number" }, "f8941_small_employer_health_insurance_premiums_credit": { "type": "number" }, "f8994_employer_credit_for_paid_family_and_medical_leave": { "type": "number" }, "f3468_part_7_rehabilitation_credit": { "type": "number" }, "f8936_part_5_vehicle_registration_number": { "type": "string" }, "f8936_part_5_vehicle_gross_elective_payment_election": { "type": "number" }, "f8936_part_5_net_vehicle_election_payment": { "type": "number" }, "f8636_part_5_net_general_business_credit": { "type": "number" }, "f8936_gross_minus_net_computer": { "type": "number" }, "f8904_net_general_business_credit": { "type": "number" }, "f7213_part_1_net_general_business_credit": { "type": "number" }, "f8881_part_2_pension_plan": { "type": "number" }, "f8881_part_3_military_spouse": { "type": "number" }, "f8864_net_general_business_credit": { "type": "number" }, "f3468_part_6_registration_number": { "type": "string" }, "f3468_part_6_credit_transfer_election": { "type": "number" }, "f3468_part_6_gross_elective_payment_election": { "type": "number" }, "f3468_part_6_net_elective_payment": { "type": "number" }, "f3468_part_6_net_general_business_credit": { "type": "number" }, "f3468_gross_minus_net_computer": { "type": "number" }, "f3468_pt_4_gross_minus_net_computer": { "type": "number" }, "f8835_part_2_registration_number": { "type": "string" }, "f8835_part_2_credit_transfer_election": { "type": "number" }, "f8835_part_2_gross_elective_payment_election": { "type": "number" }, "f8835_part_2_net_elective_pay": { "type": "number" }, "f8835_part_2_net_general_business_credit": { "type": "number" }, "f8835_part_2_gross_minus_net_computer": { "type": "number" }, "empowerment_zone_credit_per_computer": { "type": "number" }, "merchant_cd_gross_receipts_per_computer": { "type": "number" }, "preliminary_credit_allowed_per_computer": { "type": "number" }, "tentative_allowable_credit_per_computer": { "type": "number" }, "total_current_year_credit_per_computer": { "type": "number" } } }, "CreditsFormBusinessModel": { "type": "object", "properties": { "vehicle_1_number": { "type": "string" }, "placed_in_service_date_1": { "type": "string" }, "tentative_1_credit": { "type": "number" }, "net_1_business_credit": { "type": "number" }, "net_1_business_credit_computer": { "type": "number" }, "lesser_1_pt_4": { "type": "number" }, "lesser_1_pt_5": { "type": "number" }, "lesser_1_part_5_computer": { "type": "number" }, "vehicle_2_number": { "type": "string" }, "placed_in_service_date_2": { "type": "string" }, "tentative_2_credit": { "type": "number" }, "net_2_business_credit": { "type": "number" }, "net_2_business_credit_computer": { "type": "number" }, "lesser_2_pt_4": { "type": "number" }, "lesser_2_pt_5": { "type": "number" }, "lesser_2_part_5_computer": { "type": "number" }, "summary_vehicle_validation_credit_verified": { "type": "number" }, "more_than_2_schedule_a_indicators": { "type": "string" }, "vehicle_1_validation_number": { "type": "string" }, "vehicle_2_validation_number": { "type": "string" }, "total_net_elective_pay_per_computer": { "type": "number" }, "reduction_of_cvc_credit_per_computer": { "type": "number" } } }, "Error": { "required": ["error", "message"], "type": "object", "properties": { "error": { "type": "integer", "format": "int32" }, "message": { "type": "string" } } } }, "securitySchemes": { "bearerAuth": { "type": "http", "scheme": "bearer", "description": "Please use your access_token returned from the /auth/token endpoint." }, "clientAuth": { "type": "http", "scheme": "bearer", "description": "Please use base64 encoded client_id:client_secret. You can use this command to generate the base64 encoded string: echo -n 'client_id:client_secret' | base64" } }, "parameters": { "ChartAPIVersion": { "name": "Chart-API-Version", "in": "header", "description": "Header used to specify the version for a given API request. Current version is 2024-01-01.", "schema": { "type": "string", "default": "2024-01-01" } } } } }