Tax Forms

View available tax forms and generate historical or current tax forms by account ID.

Available Tax Forms

The gw/api/v1/tax-documents/available can be used to query list of available tax forms based on accountId.

• Tax Form availability
  • Form 1099 (Consolidated) will be available February 15 for the immediately preceding year.
  • Form 1099-R for IRA accounts will be available by January 31 for the immediately preceding year.
  • Form 5498 for IRA accounts will be available by May 31 for the immediately preceding year.

For more information on available tax forms, please visit our main website.

Example

GET gw/api/v1/tax-documents/available?accountId=U123456&year=2022
{
"data": {
"dataType": "String",
"value": {
"forms": [
{
"isForm": true,
"taxFormName": "1099",
"formats": [
"PDF"
]
}
]
}
}
}

Generate Tax Documents

The gw/api/v1/tax-documents can be used to generate tax documents in PDF, HTML or CSV format for given tax year.

Request Parameters

Schema

Example