improved
Q3 2025
11 days ago by Jackie Duong
- Gains Endpoint
- /gains updated support for client transaction IDs
- Supports query param
client_disposition_transaction_id
which should be the client's ID of the disposing transaction. Can specify up to 25client_disposition_transaction_id
parameters to retrieve gains for multiple transactions
Returnsclient_acquisition_transaction_id
andclient_disposition_transaction_id
as part of the 200 response
- Supports query param
- /gains/summary updated to have more detail in responses
- Returns an array of gain summary objects, one per asset with cost basis and gain information.
- /gains updated support for client transaction IDs
- Inventory Endpoint
- /inventory supports lot pagination
- Supports query param
offset
, the offset integer for paging through results.
- Supports query param
- /inventory supports ordering lots
- Supports query param
lots_ordered_by
, the method to order lots in the inventory response. Lots will be returned sorted according to the order in which the system will dispose them (by highest cost for HIFO, earliest acquisition date for FIFO, or latest acquisition date for LIFO).
- Supports query param
- /inventory updated support for client transaction IDs
- Returns
client_acquisition_transaction_id
andclient_disposition_transaction_id
within each lot
- Returns
- Inventory summary objects in /inventory and /inventory/summaries
- Summary objects include
client_modified_by_transaction_id
- Summary objects include
- /inventory supports lot pagination
- Transfer Lot Endpoints
- /transfer-lots/transactions/{id} updated support for client transaction IDs
- Returns optional
client_acquisition_transaction_id
- Returns optional
- New endpoint /transfer-lots/transactions/ to get Transfer Lots for multiple transactions at once
- Allows fetching transfer lots for up to 25 deposit or withdraw transactions in a single request. All requested transactions must belong to the same account specified by the
account_id
parameter.
- Allows fetching transfer lots for up to 25 deposit or withdraw transactions in a single request. All requested transactions must belong to the same account specified by the
- /transfer-lots/transactions/{id} updated support for client transaction IDs
- Form Item Endpoints
- New optional fields on the 1099DIV for use on the Consolidated Forms
security_description
cusip_number
payable_date
dividend_distributions
short_term_gains
- Support for 1099R Form Items
- Support for 5498 Form Items
- New optional fields on the 1099DIV for use on the Consolidated Forms
- Other Updates
- Deprecated /transactions/{id}/cost-bases
- This endpoint has been deprecated in favor of the /gains endpoint, which provides a more comprehensive and paginated view of cost basis data. The /gains endpoint can be called with a
client_disposition_transaction_id
query parameter to get the cost bases for a specific disposing transaction.
- This endpoint has been deprecated in favor of the /gains endpoint, which provides a more comprehensive and paginated view of cost basis data. The /gains endpoint can be called with a
- Deprecated /transactions/{id}/cost-bases