Get All Records

curl --request GET \
  --url https://api.trychart.com/records \
  --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
          }
        ]
      }
    ]
  }
]