GET
/
records
/
{id}
cURL
curl --request GET \
  --url https://api.trychart.com/records/{id} \
  --header 'Authorization: Bearer <token>'
{
  "id": "clt0szoxp0001p82z45ufj6t4",
  "name": "John Doe",
  "tax_year": "2022",
  "provider_id": "turbotax",
  "date": "2024-02-26T21:33:49.428Z",
  "raw_file": "<string>",
  "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,
          "social_security_tips": 0,
          "allocated_tips": 0,
          "dependent_care_benefits": 0,
          "deferred_compensation": 0,
          "nonqualified_plans": 0,
          "code_q": 0,
          "code_w": 0,
          "code_y": 0,
          "code_z": 0,
          "code_r": 0,
          "code_s": 0,
          "code_t": 0,
          "code_v": 0,
          "code_aa": 0,
          "code_bb": 0,
          "code_dd": 2227,
          "code_ee": 0,
          "code_ff": 0,
          "code_gg": 0,
          "code_hh": 0,
          "third_party_sick_pay_indicator": false,
          "retirement_plan_indicator": false,
          "statutory_employee": false,
          "w2_whc_ssn_validation_code": "Correct SSN"
        }
      ],
      "form_w2g": [
        {
          "payer": {
            "fin": "<string>",
            "name": "<string>",
            "address": "<string>"
          },
          "winner": {
            "tin": "<string>",
            "name": "<string>",
            "address": "<string>"
          },
          "submission_type": "<string>",
          "gross_winnings": 123,
          "federal_income_tax_withheld": 123,
          "type_of_wager": "<string>",
          "date_won": "2023-12-25",
          "winnings_from_identical_wagers": 123
        }
      ],
      "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",
          "dividends": 0,
          "interest": 636,
          "royalties": 0,
          "ordinary_income_k1": 0,
          "real_estate": 0,
          "other_rental": 0,
          "total_guaranteed_payments": 0,
          "section_179_expenses": 0,
          "capital_gain_short": 0,
          "capital_gain_long": 0,
          "part_iii_other_income_loss": 0,
          "part_iii_other_deduction": 0,
          "nonrecourse_beginning": 0,
          "nonrecourse_end": 0,
          "qualified_nonrecourse_beginning": 0,
          "qualified_nonrecourse_end": 0,
          "recourse_beginning": 0,
          "recourse_end": 0,
          "dividend_equivalents": 0
        }
      ],
      "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",
          "dividends": 0,
          "interest": 12022,
          "royalties": 0,
          "ordinary_income_k1": 250000,
          "real_estate": 0,
          "other_rental": 0,
          "section_179_expenses": 14224,
          "short_term_capital_gain": 0,
          "long_term_capital_gain": 0,
          "credits": 0,
          "part_iii_other_income_loss": 0,
          "part_iii_other_deduction": 0,
          "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",
          "ira_contributions": 0,
          "rollover_contributions": 0,
          "roth_conversion_amount": 0,
          "recharacterized_contributions": 0,
          "fair_market_value_of_account": 28988,
          "life_insurance_cost": 0,
          "sep_code": false,
          "ira_code": false,
          "simple_code": false,
          "roth_ira_code": true,
          "rmd_subsequent_year": "RMD box not checked",
          "rmd_date": "00-00-0000",
          "year": "",
          "postponed_contribution_code": "",
          "repayments_code": "",
          "sep_contributions": 0,
          "simple_contributions": 0,
          "roth_ira_contributions": 6167,
          "required_minimum_distribution": 0,
          "postponed_contributions": 0,
          "fair_market_value_specified_assets": 0
        }
      ],
      "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",
          "withholding_agent_province_code": "",
          "withholding_agent_country_code": "",
          "unique_form_identifier": "0040000213",
          "return_type": "Original",
          "number_or_space": "",
          "recipient_country_code": "",
          "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,
          "withholding_allowance": 0,
          "net_income": 0,
          "tax_rate_chapter_3": 14,
          "exemption_code_chapter_3": 0,
          "tax_rate_chapter_4": 0,
          "exemption_code_chapter_4": "Excluded nonfinancial payment",
          "us_federal_tax_withheld": 1469,
          "overwithheld_tax_repaid_to_recipient": 0,
          "nqi_flow_through_entity_ein": "",
          "nqi_flow_province_code": "",
          "nqi_flow_country_code": "",
          "nqi_flow_postal_code": "",
          "nqi_flow_through_name": "",
          "payer_tin": "",
          "payer_name": "",
          "state_income_tax_withheld": 0,
          "withholding_by_other_agents": 0,
          "payer_state_tax_no": "XXXXXX99-0",
          "state_code": "CT",
          "total_withholding_credit": 1469,
          "tax_paid_by_withholding_agent": 0,
          "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_chapter_4_status_code": "",
          "recipient_giin": "",
          "recipient_birthdate": "01-13-2000",
          "primary_withholding_agent_name": "",
          "primary_withholding_agent_ein": "000000000",
          "intermediary_or_flow_through_entity_chapter_3_status_code": "",
          "intermediary_or_flow_through_entity_chapter_4_status_code": "",
          "intermediary_or_flow_through_entity_foreign_tax_id_number": "",
          "intermediary_or_flow_through_entity_giin": "",
          "withholding_agent_chapter_3_status_code": "Tax Exempt Organization (Section 501(c) entities)",
          "withholding_agent_chapter_4_status_code": "Section 501(c) Entities",
          "withholding_agent_foreign_taxpayer_id_number": "",
          "withholding_agent_giin": "",
          "payer_giin": "",
          "lob_code": "",
          "payer_chapter_3_status_code": "",
          "payer_chapter_4_status_code": ""
        }
      ],
      "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",
          "tax_withheld": 0,
          "medical_payments": 0,
          "fishing_income": 0,
          "rents": 0,
          "royalties": 0,
          "other_income": 0,
          "substitute_payments_for_dividends": 403,
          "excess_golden_parachute": 0,
          "crop_insurance": 0,
          "attorney_fees": 0,
          "foreign_tax_paid": 0,
          "section_409a_deferrals": 0,
          "nonqualified_deferred_compensation": 0,
          "fish_purchased_for_resale": 0,
          "direct_sales_indicator": false,
          "fatca": false,
          "second_notice_indicator": false
        }
      ],
      "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,
          "tax_withheld": 0,
          "savings_bonds": 0,
          "investment_expense": 0,
          "interest_forfeiture": 0,
          "foreign_tax_paid": 0,
          "tax_exempt_interest": 0,
          "specified_private_activity_bond_interest": 0,
          "market_discount": 0,
          "bond_premium": 0,
          "bond_premium_on_tax_exempt_bond": 0,
          "bond_premium_on_treasury_obligation": 0,
          "second_notice_indicator": "No Second Notice",
          "cusip": "037833100",
          "fatca": false
        }
      ],
      "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",
          "rtaa_payments": 0,
          "tax_withheld": 0,
          "taxable_grants": 0,
          "unemployment_compensation": 0,
          "agricultural_subsidies": 0,
          "prior_year_refund": 3678,
          "market_gain_commodity_credit_corporation_loans": 0,
          "year_of_refund": 2022,
          "offset": "Not Refund, Credit, or Offset for Trade or Business",
          "second_tin_notice": false
        }
      ],
      "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"
            }
          ],
          "tax_amount_undetermined_code": false,
          "total_distribution_code": false,
          "first_year_roth_contribution": "First Year Roth Contribution",
          "sep_indicator": "SEP Indicator",
          "fatca": false,
          "date_of_payment_for_reportable_death_benefits": "Date of Payment",
          "Tax Withheld": 0,
          "total_employee_contributions": 0,
          "unrealized_appreciation": 0,
          "other_income": 0,
          "gross_distribution": 0,
          "taxable_amount": 0,
          "eligible_capital_gains": 0,
          "amount_to_irr": 0
        }
      ],
      "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",
          "tax_withheld": 0,
          "capital_gains": 0,
          "non_dividend_distribution": 0,
          "cash_liquidation_distribution": 0,
          "non_cash_liquidation_distribution": 0,
          "investment_expense": 0,
          "ordinary_dividend": 29,
          "collectibles_28_percent_gain": 0,
          "unrecaptured_section_1250_gain": 0,
          "section_1202_gain": 0,
          "foreign_tax_paid": 0,
          "qualified_dividends": 29,
          "section_199a_reit_dividends": 0,
          "second_notice_indicator": "No Second Notice",
          "fatca": false,
          "exempt_interest_dividends": 0,
          "specified_private_activity_bond_interest_dividend": 0,
          "section_897_ordinary_dividends": 0,
          "section_897_capital_gain": 0
        }
      ],
      "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",
          "gross_proceeds": 0,
          "federal_income_tax_withheld": 0,
          "proceeds": 0,
          "aggregate_profit_loss": 0,
          "realized_profit_loss": 0,
          "unrealized_profit_loss_prior_year": 0,
          "unrealized_profit_loss_current_year": 0,
          "cost_basis": 0,
          "wash_sale_loss_disallowed": 0,
          "accrued_market_discount": 0,
          "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",
          "loss_not_allowed_indicator": "",
          "fatca": false,
          "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",
          "second_notice_indicator": false,
          "federal_income_tax_withheld": 0,
          "non_employee_compensation": 5000,
          "direct_sales_indicator": false
        }
      ],
      "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,
          "points_paid_on_purchase": 0,
          "refund_of_overpaid_interest": 0,
          "mortgage_insurance_premiums": 0,
          "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",
          "number_of_mortgaged_properties": 0,
          "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",
          "qualified_tuition_and_related_expenses": 0,
          "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,
          "adjustments_made_for_prior_year": 0,
          "adjustments_to_scholarships_or_grants_for_a_prior_year": 0,
          "reimbursements_refunds_from_an_insurance_contract": 0
        }
      ]
    }
  ]
}

Authorizations

​
Authorization
string
header
required

Please use your access_token returned from the /auth/token endpoint.

Headers

​
Chart-API-Version
string
default:2024-01-01

Header used to specify the version for a given API request. Current version is 2024-01-01.

Path Parameters

​
id
string
required

Response

200 - application/json

Record Response

​
id
string

The Chart UUID assigned to this tax record.

Example:

"clt0szoxp0001p82z45ufj6t4"

​
name
string | null

The account name retrieved from tax record provider.

Example:

"John Doe"

​
tax_year
string

The tax year of the record.

Example:

"2022"

​
provider_id
enum<string>

The tax record provider associated with the access_token.

Available options:
turbotax,
hr,
taxact,
tax_slayer,
jackson,
free_tax_usa,
irs,
irs_tax_pro,
pilot,
cch_axcess,
drake,
proconnect,
chart-sandbox
Example:

"turbotax"

​
date
string<date-time>

The date of the submission in ISO 8601 format in UTC.

Example:

"2024-02-26T21:33:49.428Z"

​
raw_file
string

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
object[]

The parsed tax form data associated with the tax record.