improved

Q1 2025

  • /transfer-lots/transactions/{transaction_id} Return Cost Basis Transfer-Lots for Withdrawals
    • Returns transfer lots and cost basis associated with the withdraw (transfer-out) transaction, if they exist.
  • /accounts/{id}/tax-documents Get Released Tax Documents improvement
    • Includes a new optional query parameter include_historical
      • This field allows you to retrieve all revisions of a user's released tax forms, potentially returning multiple revision numbers for each form type and year. If not passed, only the latest released tax document for each type and year will be included in the response.
    • Includes a new response type per form revision_type that can be ORIGINAL CORRECTION VOID