> ## Documentation Index > Fetch the complete documentation index at: https://developer.trychart.com/llms.txt > Use this file to discover all available pages before exploring further. # Get All Records > Returns all tax records associated with an `access_token`. ## OpenAPI ````yaml GET /records 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' components: 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' schemas: 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' 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 RECA: type: object oneOf: - $ref: '#/components/schemas/RECA_Individual' - $ref: '#/components/schemas/RECA_Business' ACTR: type: object oneOf: - $ref: '#/components/schemas/ACTR_Individual' - $ref: '#/components/schemas/ACTR_Business' RETR: type: object oneOf: - $ref: '#/components/schemas/RETR_Individual' - $ref: '#/components/schemas/RETR_Business' 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 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 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 SEATTLE, 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 JOHN 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 interest: type: number example: 636 royalties: type: number example: 0 ordinary_income_k1: type: number example: 0 real_estate: type: number example: 0 other_rental: type: number example: 0 total_guaranteed_payments: type: number example: 0 section_179_expenses: type: number example: 0 capital_gain_short: type: number example: 0 capital_gain_long: type: number example: 0 part_iii_other_income_loss: type: number example: 0 part_iii_other_deduction: type: number example: 0 nonrecourse_beginning: type: number example: 0 nonrecourse_end: type: number example: 0 qualified_nonrecourse_beginning: type: number example: 0 qualified_nonrecourse_end: type: number example: 0 recourse_beginning: type: number example: 0 recourse_end: type: number example: 0 dividend_equivalents: type: number example: 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 SAN 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 SUN CITY, CA 91111-6623 submission_type: type: string example: Original document dividends: type: number example: 0 interest: type: number example: 12022 royalties: type: number example: 0 ordinary_income_k1: type: number example: 250000 real_estate: type: number example: 0 other_rental: type: number example: 0 section_179_expenses: type: number example: 14224 short_term_capital_gain: type: number example: 0 long_term_capital_gain: type: number example: 0 credits: type: number example: 0 part_iii_other_income_loss: type: number example: 0 part_iii_other_deduction: type: number example: 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 City, 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 City, State 67890 submission_type: type: string example: Original document dividends: type: number example: 1000 interest: type: number example: 500 ordinary_business_income: type: number example: 2000 short_term_capital_gain: type: number example: 150 long_term_capital_gain: type: number example: 300 net_rental_real_estate_income: type: number example: 400 other_rental_income: type: number example: 250 other_information: type: number example: 50 other_portfolio_and_non_business_income: type: number example: 75 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 SAN 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 SUN CITY, CA 91111-6623 submission_type: type: string example: Original document account_number: type: string example: '123435' ira_contributions: type: number example: 0 rollover_contributions: type: number example: 0 roth_conversion_amount: type: number example: 0 recharacterized_contributions: type: number example: 0 fair_market_value_of_account: type: number example: 28988 life_insurance_cost: type: number example: 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 simple_contributions: type: number example: 0 roth_ira_contributions: type: number example: 6167 required_minimum_distribution: type: number example: 0 postponed_contributions: type: number example: 0 fair_market_value_specified_assets: type: number example: 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 withholding_allowance: type: number example: 0 net_income: type: number example: 0 tax_rate_chapter_3: type: number example: 14 exemption_code_chapter_3: type: number example: 0 tax_rate_chapter_4: type: number example: 0 exemption_code_chapter_4: type: string example: Excluded nonfinancial payment us_federal_tax_withheld: type: number example: 1469 overwithheld_tax_repaid_to_recipient: type: number example: 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 withholding_by_other_agents: type: number example: 0 payer_state_tax_no: type: string example: XXXXXX99-0 state_code: type: string example: CT total_withholding_credit: type: number example: 1469 tax_paid_by_withholding_agent: type: number example: 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 ROBINHOOD SECURITIES LLC address: type: string example: |- 85 WILLOW ROAD MENLO 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 SUN CITY, CA 91111-6623 submission_type: type: string example: Original document account_number: type: string example: '11063535390' tax_withheld: type: number example: 0 medical_payments: type: number example: 0 fishing_income: type: number example: 0 rents: type: number example: 0 royalties: type: number example: 0 other_income: type: number example: 0 substitute_payments_for_dividends: type: number example: 403 excess_golden_parachute: type: number example: 0 crop_insurance: type: number example: 0 attorney_fees: type: number example: 0 foreign_tax_paid: type: number example: 0 section_409a_deferrals: type: number example: 0 nonqualified_deferred_compensation: type: number example: 0 fish_purchased_for_resale: type: number example: 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 tax_withheld: type: number example: 0 savings_bonds: type: number example: 0 investment_expense: type: number example: 0 interest_forfeiture: type: number example: 0 foreign_tax_paid: type: number example: 0 tax_exempt_interest: type: number example: 0 specified_private_activity_bond_interest: type: number example: 0 market_discount: type: number example: 0 bond_premium: type: number example: 0 bond_premium_on_tax_exempt_bond: type: number example: 0 bond_premium_on_treasury_obligation: type: number example: 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 SAN 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 SUN CITY, CA 91111-6623 submission_type: type: string example: Original document account_number: type: string example: '79737472012312022' rtaa_payments: type: number example: 0 tax_withheld: type: number example: 0 taxable_grants: type: number example: 0 unemployment_compensation: type: number example: 0 agricultural_subsidies: type: number example: 0 prior_year_refund: type: number example: 3678 market_gain_commodity_credit_corporation_loans: type: number example: 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 total_employee_contributions: type: number example: 0 unrealized_appreciation: type: number example: 0 other_income: type: number example: 0 gross_distribution: type: number example: 0 taxable_amount: type: number example: 0 eligible_capital_gains: type: number example: 0 amount_to_irr: type: number example: 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 DALLAS, 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 SUN CITY, CA 91111-6623 submission_type: type: string example: Original document account_number: type: string example: 3TQ26707000000000001 tax_withheld: type: number example: 0 capital_gains: type: number example: 0 non_dividend_distribution: type: number example: 0 cash_liquidation_distribution: type: number example: 0 non_cash_liquidation_distribution: type: number example: 0 investment_expense: type: number example: 0 ordinary_dividend: type: number example: 29 collectibles_28_percent_gain: type: number example: 0 unrecaptured_section_1250_gain: type: number example: 0 section_1202_gain: type: number example: 0 foreign_tax_paid: type: number example: 0 qualified_dividends: type: number example: 29 section_199a_reit_dividends: type: number example: 0 second_notice_indicator: type: string example: No Second Notice fatca: type: boolean example: false exempt_interest_dividends: type: number example: 0 specified_private_activity_bond_interest_dividend: type: number example: 0 section_897_ordinary_dividends: type: number example: 0 section_897_capital_gain: type: number example: 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 LONE 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 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 federal_income_tax_withheld: type: number example: 0 proceeds: type: number example: 0 aggregate_profit_loss: type: number example: 0 realized_profit_loss: type: number example: 0 unrealized_profit_loss_prior_year: type: number example: 0 unrealized_profit_loss_current_year: type: number example: 0 cost_basis: type: number example: 0 wash_sale_loss_disallowed: type: number example: 0 accrued_market_discount: type: number example: 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 CITY, 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 CITY, STATE ZIP submission_type: type: string example: Original document second_notice_indicator: type: boolean example: false federal_income_tax_withheld: type: number example: 0 non_employee_compensation: type: number example: 5000 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 CITY, 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 CITY, STATE ZIP submission_type: type: string example: Original document account_number: type: string example: '1234567890' pensions_and_annuities: type: number example: 10000 tax_withheld: type: number example: 1000 repayments: type: number example: 500 workmans_compensation_offset: type: number example: 200 payments: type: array items: type: object properties: year: type: string example: '2023' payment: type: number example: 1200 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 SAN 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 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 points_paid_on_purchase: type: number example: 0 refund_of_overpaid_interest: type: number example: 0 mortgage_insurance_premiums: type: number example: 0 outstanding_mortgage_principal: type: number example: 200000 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: XXXXX1234 name: type: string example: YALE address: type: string example: 246 CH recipient: type: object properties: id: type: string example: XXX-XX-1234 name: type: string example: SMIT JOHN address: type: string example: 1 ST submission_type: type: string example: Original document account_number: type: string example: XXXXXXXXXXXX1234 qualified_tuition_and_related_expenses: type: number example: 0 scholarships_grants: type: number example: 38241 half_time_student_indicator: type: string example: Grtr than or Eq to Half Time Student graduate_student_indicator: type: string example: Not a Graduate Student academic_period_code: type: string example: Academic Period Box Not Checked tin_checkbox: type: boolean example: true adjustments_made_for_prior_year: type: number example: 0 adjustments_to_scholarships_or_grants_for_a_prior_year: type: number example: 0 reimbursements_refunds_from_an_insurance_contract: type: number example: 0 RECA_Individual: type: object properties: type: type: string enum: - RECA example: RECA year: type: string example: '2023' form_number: type: string name: type: string address: type: string filing_status: $ref: '#/components/schemas/FilingStatusEnum' tin: type: string spouse_tin: type: string remittance: type: number ptin: type: string preparer_ein: type: string account_summary: $ref: '#/components/schemas/AccountSummaryModel' return_summary: $ref: '#/components/schemas/ReturnSummaryModel' transactions: type: array items: $ref: '#/components/schemas/TransactionModel' dependents: type: array items: $ref: '#/components/schemas/DependentModel' original_return: type: object properties: income: $ref: '#/components/schemas/IncomeModel' refund_or_amount_owed: $ref: '#/components/schemas/RefundOrAmountOwedModel' income_adjustments: $ref: '#/components/schemas/AdjustmentsToIncomeModel' tax_and_credits: $ref: '#/components/schemas/TaxAndCreditsModel' payments: $ref: '#/components/schemas/PaymentsModel' other_taxes: $ref: '#/components/schemas/OtherTaxesModel' sch_c: type: array items: $ref: '#/components/schemas/ScheduleCModel' sch_se: type: array items: $ref: '#/components/schemas/ScheduleSEModel' sch_eic: type: array items: $ref: '#/components/schemas/ScheduleEICModel' sch_a: type: array items: $ref: '#/components/schemas/ScheduleAModel' sch_d: $ref: '#/components/schemas/ScheduleDModel' third_party_designee: $ref: '#/components/schemas/ThirdPartyDesigneeDetailsModel' form8863: $ref: '#/components/schemas/Form8863Model' form8962: $ref: '#/components/schemas/Form8962Model' form2441: $ref: '#/components/schemas/Form2441Model' form8995: $ref: '#/components/schemas/Form8995Model' form8867: $ref: '#/components/schemas/Form8867Model' required: - income - income_adjustments - tax_and_credits - payments - other_taxes required: - type - year - form_number - name - address - filing_status - tin - account_summary - return_summary - transactions - dependents - original_return RECA_Business: 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' sch_k: $ref: '#/components/schemas/ScheduleKBusinessModel' sch_l: $ref: '#/components/schemas/ScheduleLBusinessModel' form5884b: $ref: '#/components/schemas/Form5884BModel' form4626: $ref: '#/components/schemas/Form4626Model' form3800: $ref: '#/components/schemas/Form3800BusinessModel' credits: $ref: '#/components/schemas/CreditsFormBusinessModel' required: - type - year - name - address - form_number - tin - account_summary - transactions - return_summary - original_return ACTR_Individual: type: object properties: type: type: string enum: - ACTR example: ACTR year: type: string example: '2023' form_number: type: string name: type: string address: type: string filing_status: $ref: '#/components/schemas/FilingStatusEnum' tin: type: string spouse_tin: type: string remittance: type: number ptin: type: string preparer_ein: type: string account_summary: $ref: '#/components/schemas/AccountSummaryModel' return_summary: $ref: '#/components/schemas/ReturnSummaryModel' transactions: type: array items: $ref: '#/components/schemas/TransactionModel' required: - type - year - name - address - form_number - tin - account_summary - transactions - return_summary ACTR_Business: type: object properties: type: type: string enum: - ACTR example: ACTR year: type: string example: '2023' form_number: type: string name: type: string address: type: string tin: type: string remittance: type: number ptin: type: string preparer_ein: type: string account_summary: $ref: '#/components/schemas/AccountSummaryModel' transactions: type: array items: $ref: '#/components/schemas/TransactionModel' return_summary: $ref: '#/components/schemas/ReturnSummaryBusinessModel' required: - type - year - name - address - form_number - tin - account_summary - transactions - return_summary RETR_Individual: type: object properties: type: type: string enum: - RETR example: RETR year: type: string example: '2023' form_number: type: string name: type: string address: type: string filing_status: $ref: '#/components/schemas/FilingStatusEnum' tin: type: string spouse_tin: type: string dependents: type: array items: $ref: '#/components/schemas/DependentModel' income: $ref: '#/components/schemas/IncomeModel' refund_or_amount_owed: $ref: '#/components/schemas/RefundOrAmountOwedModel' income_adjustments: $ref: '#/components/schemas/AdjustmentsToIncomeModel' tax_and_credits: $ref: '#/components/schemas/TaxAndCreditsModel' payments: $ref: '#/components/schemas/PaymentsModel' other_taxes: $ref: '#/components/schemas/OtherTaxesModel' sch_c: type: array items: $ref: '#/components/schemas/ScheduleCModel' sch_se: type: array items: $ref: '#/components/schemas/ScheduleSEModel' sch_eic: type: array items: $ref: '#/components/schemas/ScheduleEICModel' sch_a: type: array items: $ref: '#/components/schemas/ScheduleAModel' sch_d: $ref: '#/components/schemas/ScheduleDModel' third_party_designee: $ref: '#/components/schemas/ThirdPartyDesigneeDetailsModel' form8863: $ref: '#/components/schemas/Form8863Model' form8962: $ref: '#/components/schemas/Form8962Model' form2441: $ref: '#/components/schemas/Form2441Model' form8995: $ref: '#/components/schemas/Form8995Model' form8867: $ref: '#/components/schemas/Form8867Model' required: - income - income_adjustments - tax_and_credits - payments - other_taxes RETR_Business: type: object properties: type: type: string enum: - RETR example: RETR year: type: string example: '2023' name: type: string address: type: string form_number: type: string tin: type: string 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' sch_k: $ref: '#/components/schemas/ScheduleKBusinessModel' sch_l: $ref: '#/components/schemas/ScheduleLBusinessModel' form5884b: $ref: '#/components/schemas/Form5884BModel' form4626: $ref: '#/components/schemas/Form4626Model' form3800: $ref: '#/components/schemas/Form3800BusinessModel' credits: $ref: '#/components/schemas/CreditsFormBusinessModel' FilingStatusEnum: type: string enum: - SINGLE - MARRIED_FILING_JOINTLY - MARRIED_FILING_SEPARATELY - HEAD_OF_HOUSEHOLD - QUALIFYING_WIDOW_ER AccountSummaryModel: type: object properties: account_balance: type: number accrued_interest: $ref: '#/components/schemas/AccruedAmountModel' accrued_penalty: $ref: '#/components/schemas/AccruedAmountModel' account_balance_plus_accruals: $ref: '#/components/schemas/AccruedAmountModel' exemptions: type: integer required: - account_balance - accrued_interest - accrued_penalty ReturnSummaryModel: type: object properties: filing_status: $ref: '#/components/schemas/FilingStatusEnum' adjusted_gross_income: type: number taxable_income: type: number tax_per_return: type: number se_taxable_income_taxpayer: type: number se_taxable_income_spouse: type: number total_self_employment_tax: type: number return_due_received_date: type: string processing_date: type: string required: - filing_status - adjusted_gross_income TransactionModel: type: object properties: code: type: string explanation_of_transaction: type: string cycle: type: string date: type: string amount: type: number required: - code - explanation_of_transaction - amount DependentModel: type: object properties: name: type: string ssn: type: string required: - name - ssn IncomeModel: type: object properties: total_wages: type: number w2_wages: type: number sch_b_taxable_interest_income: type: number tax_exempt_interest: type: number sch_b_ordinary_dividend_income: type: number qualified_dividends: type: number state_local_refunds: type: number alimony_received: type: number sch_c_business_income_or_loss: type: number sch_c_business_income_or_loss_per_computer: type: number sch_d_capital_gain_or_loss: type: number sch_d_capital_gain_or_loss_per_computer: type: number form4797_gains_or_losses: type: number total_ira_distributions: type: number taxable_ira_distributions: type: number total_pensions_and_annuities: type: number taxable_pension_annuity_amount: type: number additional_income: type: number additional_income_per_computer: type: number refundable_credits_per_computer: type: number refundable_education_credit_per_computer: type: number qualified_business_income_deduction: type: number sch_e_rent_royalty_partnership_estate: type: number sch_e_rent_royalty_partnership_estate_per_computer: type: number sch_e_rent_royalty_income_loss_per_computer: type: number estate_trust_income_loss_per_computer: type: number partnership_s_corp_income_loss_per_computer: type: number sch_f_farm_income_or_loss: type: number sch_f_farm_income_or_loss_per_computer: type: number unemployment_compensation: type: number total_social_security_benefits: type: number taxable_social_security_benefits: type: number taxable_social_security_benefits_per_computer: type: number other_income: type: number sch_eic_self_employment_income_per_computer: type: number sch_eic_earned_income_per_computer: type: number sch_eic_disqualified_income_per_computer: type: number excess_advance_child_tax_credit_per_computer: type: number primary_advanced_child_tax_credit_payments: type: number secondary_advanced_child_tax_credit_payments: type: number additional_child_tax_credit_earned_income: type: number eic_prior_year_earned_income: type: number ctc_prior_year_earned_income: type: number qualified_business_income_deduction_duplicate: type: number form8995_qualified_business_income_deduction_computer: type: number form8995_net_capital_gains_computer: type: number primary_economic_impact_payment: type: number secondary_economic_impact_payment: type: number scholarship_fellowship_grant: type: number total_income: type: number total_income_per_computer: type: number treaty_exempt_income: type: number total_eff_connected_income: type: number total_eff_connected_income_per_computer: type: number farm_income_loss_schedule_f: type: number farm_income_loss_schedule_f_per_computer: type: number RefundOrAmountOwedModel: type: object properties: refund_amount: type: number amount_you_owe: type: number estimated_tax_credit_applied_to_next_year: type: number estimated_tax_penalty: type: number tax_on_income_less_state_refund_per_computer: type: number bal_due_over_pymt_using_tp_fig_per_computer: type: number bal_due_over_pymt_using_computer_figures: type: number form_8888_total_refund_per_computer: type: number AdjustmentsToIncomeModel: type: object properties: educator_expenses: type: number educator_expenses_per_computer: type: number reservist_and_other_business_expense: type: number health_savings_account_deduction: type: number health_savings_account_deduction_per_computer: type: number moving_expenses_f3903: type: number self_employment_tax_deduction: type: number self_employment_tax_deduction_per_computer: type: number self_employment_tax_deduction_verified: type: number keogh_sep_contribution_deduction: type: number self_employment_health_insurance_deduction: type: number early_withdrawal_of_savings_penalty: type: number alimony_paid_ssn: type: string alimony_paid: type: number ira_deduction: type: number ira_deduction_per_computer: type: number student_loan_interest_deduction: type: number student_loan_interest_deduction_per_computer: type: number student_loan_interest_deduction_verified: type: number total_other_payment_refundable_credit_per_computer: type: number total_other_payment_refund_verified: type: number other_adjustments: type: number archer_msa_deduction: type: number archer_msa_deduction_per_computer: type: number domestic_production_activities_deduction: type: number total_adjustments: type: number total_adjustments_per_computer: type: number adjusted_gross_income: type: number adjusted_gross_income_per_computer: type: number qualified_business_income_deduction: type: number f8995_qualified_business_income_deduction_computer: type: number primary_economic_impact_payment: type: number secondary_economic_impact_payment: type: number scholarship_fellowship_grant: type: number scholarship_fellowship_excluded: type: number TaxAndCreditsModel: type: object properties: over_65: type: boolean blind: type: boolean spouse_over_65: type: boolean spouse_blind: type: boolean standard_deduction_per_computer: type: number additional_standard_deduction_per_computer: type: number tax_table_income_per_computer: type: number exemption_per_computer: type: number taxable_income: type: number taxable_income_per_computer: type: number total_positive_income_per_computer: type: number tentative_tax: type: number tentative_tax_per_computer: type: number form_8814_additional_tax: type: number tax_on_income_less_social_security_income_per_computer: type: number form_6251_alternative_minimum_tax: type: number form_6251_alternative_minimum_tax_per_computer: type: number foreign_tax_credit: type: number foreign_tax_credit_per_computer: type: number foreign_income_exclusion_per_computer: type: number foreign_income_exclusion_tax_per_computer: type: number excess_advance_premium_tax_credit_repayment_amount: type: number excess_advance_premium_tax_credit_repayment_verified_amount: type: number child_dependent_care_credit: type: number child_dependent_care_credit_per_computer: type: number credit_for_elderly_and_disabled: type: number credit_for_elderly_and_disabled_per_computer: type: number education_credit: type: number education_credit_per_computer: type: number gross_education_credit_per_computer: type: number retirement_savings_contribution_credit: type: number retirement_savings_contribution_credit_per_computer: type: number total_retirement_savings_contribution_f8880_computer: type: number primary_retirement_savings_contribution_f8880_ln6a: type: number secondary_retirement_savings_contribution_f8880_ln6b: type: number residential_clean_energy_credit: type: number residential_energy_credit_per_computer: type: number child_and_other_dependent_credit: type: number child_and_other_dependent_credit_per_computer: type: number adoption_credit_f8839: type: number adoption_credit_per_computer: type: number form_8396_mortgage_certificate_credit: type: number form_8396_mortgage_certificate_credit_per_computer: type: number total_other_non_refundable_credit: type: number form_3800_general_business_credits: type: number form_3800_general_business_credits_per_computer: type: number prior_year_minimum_tax_credit_f8801: type: number prior_year_minimum_tax_credit_f8801_per_computer: type: number earlier_year_income_repayment_credit: type: number clean_vehicle_credit: type: number clean_vehicle_credit_per_computer: type: number f8910_alternative_motor_vehicle_credit_amount: type: number f8910_alternative_motor_vehicle_credit_per_computer: type: number f8936_electric_motor_vehicle_credit_amount: type: number f8936_electric_motor_vehicle_credit_per_computer: type: number sick_family_leave_credit: type: number non_itemized_charitable_contribution_deduction: type: number non_itemized_charitable_contribution_per_computer: type: number refundable_child_care_credit: type: number sick_family_leave_credit_after_331: type: number refundable_child_care_credit_verified: type: number recovery_rebate_credit: type: number recovery_rebate_credit_per_computer: type: number recovery_rebate_credit_verified: type: number other_credits: type: number total_credits: type: number total_credits_per_computer: type: number income_tax_after_credits_per_computer: type: number advanced_manufacturing_credit_per_computer: type: number advanced_manufacturing_invest_credit_per_computer: type: number clean_hydrogen_production_credit_per_computer: type: number carbon_oxide_sequestration_credit_per_computer: type: number energy_efficient_home_credit_per_computer: type: number energy_efficient_home_credit: type: number pre_owned_clean_vehicle_credit_per_computer: type: number pre_owned_clean_vehicle_credit: type: number pre_owned_clean_vehicle_verified: type: number new_clean_vehicle_bus_credit_per_computer: type: number new_clean_vehicle_bus_verified: type: number commercial_clean_vehicle_credit_per_computer: type: number commercial_clean_vehicle_verified: type: number clean_vehicle_credit_verified: type: number PaymentsModel: type: object properties: federal_income_tax_withheld: type: number sch_8812_additional_tax: type: number estimated_tax_payments: type: number other_payment_credit: type: number refundable_education_credit: type: number refundable_education_credit_per_computer: type: number refundable_education_credit_verified: type: number refundable_credits: type: number earned_income_credit: type: number earned_income_credit_per_computer: type: number nontaxable_combat_pay: type: number earned_income_credit_nontaxable_combat_pay: type: number sch_8812_nontaxable_combat_pay: type: number sch_8812_tot_ss_medicare_withheld: type: number excess_social_security_rrta_tax_withheld: type: number sch_8812_additional_child_tax_credit: type: number sch_8812_additional_child_tax_credit_per_computer: type: number sch_8812_additional_child_tax_credit_verified: type: number amount_paid_with_form_4868: type: number form_2439_regulated_investment_company_credit: type: number form_4136_credit_for_federal_tax_on_fuels: type: number form_4136_credit_for_federal_tax_on_fuels_per_computer: type: number health_coverage_tax_credit_f8885: type: number sec_965_tax_installment: type: number sec_965_tax_liability: type: number premium_tax_credit_amount: type: number premium_tax_credit_verified_amount: type: number primary_nap_first_time_home_buyer_installment_amount: type: number secondary_nap_first_time_home_buyer_installment_amount: type: number first_time_homebuyer_credit_repayment_amount: type: number form_5405_total_homebuyers_credit_repayment_per_computer: type: number small_employer_health_insurance_per_computer: type: number small_employer_health_insurance_per_computer_2: type: number total_other_payments_refundable: type: number total_payments: type: number total_payments_per_computer: type: number OtherTaxesModel: type: object properties: self_employment_tax: type: number self_employment_tax_per_computer: type: number social_security_and_medicare_tax_on_unreported_tips: type: number tax_on_qualified_plans_f5329_pr: type: number tax_on_qualified_plans_f5329_per_computer: type: number individual_retirement_account_file_iraf_tax_per_computer: type: number taxpayer_tax_figures_reduced_by_iraf_per_computer: type: number individual_master_file_imf_total_tax_reduced_by_iraf_per_computer: type: number total_other_taxes_per_computer: type: number unpaid_federal_insurance_contributions_act_fica_on_reported_tips: type: number f8959_additional_medicare_tax: type: number f8960_net_investment_income_tax: type: number interest_on_deferred_tax: type: number total_other_taxes: type: number recapture_tax_f8611: type: number household_employment_taxes: type: number household_employment_taxes_per_computer: type: number interest_due_on_installment: type: number sch_8812_additional_tax_computer: type: number refundable_child_care_computer: type: number health_coverage_recapture_f8885: type: number excess_social_security_tax_withheld_verified: type: number excess_social_security_tax_withheld_per_computer: type: number total_additional_taxes: type: number total_assessment_per_computer: type: number total_tax_liability_taxpayer_figures: type: number total_tax_liability_taxpayer_figures_per_computer: type: number deferred_tax_sch_h_se: type: number max_deferred_tax_per_computer: type: number social_security_and_medicare_tax_on_unreported_tips_per_computer: type: number ScheduleCModel: type: object properties: ssn: type: string ein: type: string business_name: type: string description: type: string naics: type: string account_method: type: string first_time_schedule_c_filed: type: string statutory_employee_indicator: type: string income: type: object properties: gross_receipts_or_sales: type: number returns_allowances: type: number net_gross_receipts_sales: type: number cogs: type: number sch_c_form1099_required: type: string sch_c_form1099_filed: type: string other_income: type: number expenses: type: object properties: car_truck_expenses: type: number depreciation: type: number insurance_other_than_health: type: number mortgage_interest: type: number legal_professional_services: type: number repairs_maintenance: type: number travel: type: number meals_entertainment: type: number wages: type: number other_expenses: type: number total_expenses: type: number expense_business_use_home: type: number schedule_c_net_profit_loss_per_computer: type: number at_risk_cd_amount: type: number office_expense: type: number utilities_expense: type: number cogs: type: object properties: inventory_beginning: type: number inventory_end: type: number ScheduleSEModel: type: object properties: ssn: type: string net_farm_profit_loss: type: number conservation_reserve_program_payments: type: number net_nonfarm_profit_loss: type: number total_se_income: type: number se_quarters_covered: type: integer total_se_tax_per_computer: type: number se_income_computer_verified: type: number se_income_per_computer: type: number total_net_earnings_per_computer: type: number long_form_only: type: object properties: tentative_church_earnings: type: number total_soc_sec_rr_wages: type: number se_ss_tax_computer: type: number se_medicare_income_per_computer: type: number se_medicare_tax_per_computer: type: number se_farm_option_method_used: type: integer se_optional_method_income: type: number ScheduleEICModel: type: object properties: qualified_dependents_count: type: integer dependents: type: array items: type: object properties: name: type: string ssn: type: string sch_eic_qualifying: type: integer year_of_birth: type: string student_disabled: type: integer months_lived_with_you: type: integer relationship: type: string ScheduleAModel: type: object properties: medical_dental: type: object properties: medical_and_dental_expenses: type: number adjusted_gross_income_percentage: type: number adjusted_gross_income_percentage_per_computer_10_percent: type: number adjusted_gross_income_percentage_per_computer_7_5_percent: type: number net_medical_deduction: type: number net_medical_deduction_per_computer: type: number taxes_paid: type: object properties: state_and_local_income_or_sales_taxes: type: number real_estate_taxes: type: number personal_property_taxes: type: number other_taxes_amount: type: number sch_a_tax_deductions: type: number sch_a_tax_per_computer: type: number interest_paid: type: object properties: mortgage_interest_financial: type: number mortgage_interest_individual: type: number deductible_points: type: number qualified_mortgage_insurance_premiums: type: number deductible_investment_interest: type: number total_interest_deduction: type: number total_interest_deduction_per_computer: type: number charitable_contributions: type: object properties: cash_contributions: type: number other_than_cash_form_8283: type: number carryover_from_prior_year: type: number sch_a_total_contributions: type: number sch_a_total_contributions_per_computer: type: number casualty_and_theft_loss: type: object properties: casualty_or_theft_loss: type: number jobs_and_miscellaneous: type: object properties: unreimbursed_employee_expense_amount: type: number total_limited_misc_expenses: type: number net_limited_misc_deduction: type: number net_limited_misc_deduction_per_computer: type: number other_miscellaneous: type: object properties: other_than_gambling_amount: type: number other_misc_deductions: type: number total_itemized_deductions: type: object properties: total_itemized_deductions: type: number total_itemized_deductions_per_computer: type: number ScheduleDModel: type: object properties: 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 Form8962Model: type: object properties: married_filing_separately_premium_tax_credit_exception_checkbox_indicator: type: integer federal_poverty_level_checkbox: type: string dependents_modified_agi: type: number monthly_contribution_for_health_care: type: number annual_premium: type: number annual_premium_slcsp: type: number annual_advance_payment_of_ptc: type: number monthly_premiums: type: array items: type: object properties: premium: type: number premium_slcsp: type: number advance_ptc: type: number required: - premium - premium_slcsp - advance_ptc description: >- Monthly premiums for each month of the year. Array indices follow the order of the months of the year starting with 0 for January. total_premium_tax_credit: type: number net_premium_tax_credit: type: number Form2441Model: type: object properties: qualifying_filing_separate: type: integer f2441_principal_abode: type: integer prov_name: type: string care_prov_ssn: type: string dependent_care_employer_benefits_amt: type: number qualified_expenses_employer_incurred_amt: type: number dependent_care_exclusion_amount: type: number credit_for_child_and_dependent_care_expenses: type: object properties: number_of_qualifying_persons: type: integer ssns_not_reqd_ind: type: integer children: type: array items: type: object properties: name: type: string ssn: type: string qualified_expense: type: number amount_of_qualified_expenses: type: number earned_income_primary: type: number earned_income_secondary: type: number prior_year_child_care_expenses: type: number prior_year_child_care_expenses_per_computer: type: number child_and_dependent_care_base_amount_per_computer: type: number dependent_care_benefits: type: object properties: dependent_care_employer_benefits: type: number qualified_expenses_employer_incurred: type: number dependent_care_excluded_benefits: type: number gross_child_care_credit_per_computer: type: number total_qualifying_expenses_per_computer: type: number Form8995Model: type: object properties: qualified_business_income_component: type: number reit_and_ptp_component: type: number f8995_net_capital_gains: type: number f8995_domestic_production_deduction: type: number qualified_business_net_loss_carryforward: type: number qualified_reit_div_and_ptp_loss_carryforward: type: number total_qualified_business_loss_carryforward: type: number total_reit_div_loss_carryforward: type: number total_qualified_business_income_or_loss: type: number qualified_reit_div_and_ptp_income_or_loss: type: number Form8867Model: type: object properties: incorrect_information_aotc: type: string f8867_certification: type: boolean eic_claimed: type: boolean ctc_actc_claimed: type: boolean aotc_claimed: type: boolean head_of_household_filing_status_claimed: type: boolean ReturnSummaryBusinessModel: type: object properties: net_receipts: type: number total_income: type: number total_deductions: type: number net_taxable_income: type: number minimum_tax_amount: type: number estimated_tax_credits: type: number personal_holding_tax: type: number es_7004_payments_claimed: type: number tax_per_return: type: number naics: type: string return_due_received_date: type: string processing_date: type: string 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' 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 AccruedAmountModel: type: object properties: amount: type: number as_of: type: string required: - amount ShortTermCapitalGainsAndLossesModel: type: object properties: short_term_basis_no_adjustments_sale_amount: type: number short_term_basis_no_adjustments_cost_amount: type: number short_term_basis_sale_amount: type: number short_term_basis_cost_amount: type: number short_term_basis_adjustments: type: number short_term_no_basis_sale_amount: type: number short_term_no_basis_cost_amount: type: number short_term_no_basis_adjustments: type: number short_term_no_1099b_sale_amount: type: number short_term_no_1099b_cost_amount: type: number short_term_no_1099b_adjustments: type: number short_term_schedule_k1_amount: type: number net_short_term_gain_loss: type: number f8949_y_qualified_opportunity_funds_short_term_investments: type: string f8949_y_qualified_opportunity_funds_short_term_ein: type: string f8949_y_qualified_opportunity_funds_short_term_sold_date: type: string f8949_y_qualified_opportunity_funds_short_term_deferred: type: number f8949_z_qualified_opportunity_funds_short_term_adjustments: type: number f8949_z_qualified_opportunity_funds_short_term_investments: type: integer f8949_z_qualified_opportunity_funds_short_term_ein: type: string f8949_z_qualified_opportunity_funds_short_term_acquired_date: type: string LongTermCapitalGainsAndLossesModel: type: object properties: long_term_basis_no_adjustments_sale_amount: type: number long_term_basis_no_adjustments_cost_amount: type: number long_term_basis_sale_amount: type: number long_term_basis_cost_amount: type: number long_term_basis_adjustments: type: number long_term_no_basis_sale_amount: type: number long_term_no_basis_cost_amount: type: number long_term_no_basis_adjustments: type: number long_term_no_1099b_sale_amount: type: number long_term_no_1099b_cost_amount: type: number long_term_no_1099b_adjustments: type: number long_term_schedule_k1_amount: type: number capital_gain_distributions_pr: type: number net_long_term_gain_loss: type: number f8949_y_qualified_opportunity_funds_long_term_investments: type: integer f8949_y_qualified_opportunity_funds_long_term_ein: type: string f8949_y_qualified_opportunity_funds_long_term_sold_date: type: string f8949_y_qualified_opportunity_funds_long_term_deferred: type: number qualified_opportunity_funds_disposal: type: string f8949_z_qualified_opportunity_funds_long_term_investments: type: integer f8949_z_qualified_opportunity_funds_long_term_ein: type: string f8949_z_qualified_opportunity_funds_long_term_acquired_date: type: string f8949_z_qualified_opportunity_funds_long_term_adjustments: type: number TaxComputationUsingMaximumCapitalGainsRatesModel: type: object properties: rate_gain_28_percent: type: number unrecaptured_section_1250_gain: type: number schedule_d_15_percent_tax_computer: type: number capital_gains_less_invest_income_per_computer: type: number capital_gains_per_computer: type: number capital_gains_tax_per_computer: type: number capital_gains_tax_amt_per_computer_5: type: number capital_gains_tax_amt_per_computer_6: type: number schedule_d_tax_per_computer: type: number 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 securitySchemes: bearerAuth: type: http scheme: bearer description: Please use your access_token returned from the /auth/token endpoint. ````