Tax Documents

Standards-based electronic delivery is available for the annual tax documents listed below.

For information specific to FDX, OFX, or TXF data structures, click on the check mark in the applicable column.

IRS Forms

#	Name	Description	FDX	OFX	TXF
1	1041 K-1	Beneficiary's Share of Income, Deductions, Credits, etc.	✔	✔
2	1042-S	Foreign Person's U.S. Source Income Subject to Withholding	✔
3	1065 K-1	Partner's Share of Income, Deductions, Credits, etc.	✔	✔	✔
4	1065 K-3	Partner's Share of Income, Deductions, Credits, etc.	✔	✔
5	1095-A	Health Insurance Marketplace Statement	✔	✔
6	1095-B	Health Coverage	✔	✔
7	1095-C	Employer-Provided Health Insurance Offer and Coverage	✔	✔
8	1097-BTC	Bond Tax Credit	✔	✔
9	1098	Mortgage Interest Statement	✔	✔
10	1098-C	Contributions of Motor Vehicles, Boats, and Airplanes	✔	✔
11	1098-E	Student Loan Interest Statement	✔	✔
12	1098-MA	Mortgage Assistance Payments	✔
13	1098-Q	Qualifying Longevity Annuity Contract Information	✔
14	1098-T	Tuition Statement	✔	✔
15	1098-VLI	Vehicle Loan Interest Statement	✔	✔
16	1099-A	Acquisition or Abandonment of Secured Property	✔	✔
17	1099-B	Proceeds From Broker and Barter Exchange Transactions	✔	✔	✔
18	1099-C	Cancellation of Debt	✔	✔
19	1099-CAP	Changes in Corporate Control and Capital Structure	✔	✔
20	1099-DA	Digital Asset Proceeds From Broker Transactions	✔	✔
21	1099-DIV	Dividends and Distributions	✔	✔	✔
22	1099-G	Certain Government Payments	✔	✔	✔
23	1099-H	Health Coverage Tax Credit (HCTC) Advance Payments	✔	✔
24	1099-INT	Interest Income	✔	✔	✔
25	1099-K	Merchant Card and Third-Party Network Payments	✔	✔
26	1099-LPS	Long-Term Care Premiums Paid Statement	✔
27	1099-LS	Reportable Life Insurance Sale	✔
28	1099-LTC	Long-Term Care and Accelerated Death Benefits	✔	✔
29	1099-MISC	Miscellaneous Income	✔	✔	✔
30	1099-NEC	Nonemployee Compensation	✔	✔
31	1099-OID	Original Issue Discount	✔	✔	✔
32	1099-PATR	Taxable Distributions Received From Cooperatives	✔	✔
33	1099-Q	Payments From Qualified Education Programs	✔	✔	✔
34	1099-QA	Distributions From ABLE Accounts	✔
35	1099-R	Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	✔	✔	✔
36	1099-S	Proceeds From Real Estate Transactions	✔	✔
37	1099-SA	Distributions From an HSA, Archer MSA, or Medicare Advantage MSA	✔	✔
38	1099-SB	Seller's Investment in Life Insurance Contract	✔
39	1120S K-1	Shareholder's Share of Income, Deductions, Credits, etc.	✔	✔
40	2439	Notice to Shareholder of Undistributed Long-Term Capital Gains	✔	✔
41	3921	Exercise of an Incentive Stock Option Under Section 422(b)	✔
42	3922	Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)	✔
43	5227 K-1	Split-Interest Trust Beneficiary's schedule K-1	✔
44	5498	IRA Contribution Information	✔	✔
45	5498-ESA	Coverdell ESA Contribution Information	✔	✔
46	5498-QA	ABLE Account Contribution Information	✔
47	5498-SA	HSA, Archer MSA, or Medicare Advantage MSA Information	✔	✔
48	5498-TA	Trump Account Contribution Information	✔	✔
49	W-2	Wage and Tax Statement	✔	✔	✔
50	W-2c	Corrected Wage and Tax Statement	✔	✔
51	W-2G	Certain Gambling Winnings	✔	✔	✔

Statements

#	Name	Description	FDX	TXF
1	Business Income Statement	Business Income Statement for IRS Form 1040 Schedule C	✔	✔
2	Cryptocurrency Tax Statement	Cryptocurrency Tax Statement	✔
3	Farm Income Statement	Farm Income Statement for IRS Form 1040 Schedule F	✔	✔
4	Farm Rental Income Statement	Farm Rental Income Statement for IRS Form 4835	✔	✔
5	Rental Income Statement	Rental Income Statement for IRS Form 1040 Schedule E	✔	✔
6	Royalty Income Statement	Royalty Income Statement for IRS Form 1040 Schedule E	✔	✔