Retrieve US tax forms

Once Taxbit has generated a recipient's forms, there are two ways to reach them: the API, to show them in your app, and the Taxbit Dashboard, to review them yourself. This page covers every US form Taxbit delivers, from the 1099-K, 1099-NEC, and 1099-MISC for payments to the 1099-DA and 1099-B for digital asset brokers.

By the end of this page you can list an account's forms, give a recipient a download link, and find corrected and earlier versions of a form.

Before you begin

• A bearer token. See Authenticate your tenant.
• Your identifier for the recipient's account, the same id you created it with in Create account owners and accounts.

List an account's forms

Request the account's released tax documents by your identifier for the account.

curl $BASE_URL/v1/accounts/acct_5f2e7d10/tax-documents \
  -H "Authorization: Bearer $TOKEN"

[
  {
    "id": "a318aed6-386b-4ff2-b6c1-b253f0fdb0dc",
    "type": "1099_K",
    "year": 2025,
    "revision": 1,
    "revision_type": "ORIGINAL",
    "is_filed": true,
    "created_date": "2026-01-21T17:02:44.000Z",
    "url": "https://…"
  }
]

The response is an array with the latest revision of each form type and year. type identifies the document. The US forms this section covers are 1099_K, 1099_NEC, 1099_MISC, 1099_B, 1099_DA, 1099_INT, 1099_DIV, 1099_R, 5498, and 1042_S. The endpoint also returns other document types, such as DAC7 and the gain and loss summaries; the reference lists every value. is_filed says whether the form has been filed with the tax authority.

Give the recipient a download link

Each entry's url downloads that form. The URL expires 10 minutes after the request by default. To give it longer, pass url_expiration_time in seconds, up to one hour.

curl "$BASE_URL/v1/accounts/acct_5f2e7d10/tax-documents?url_expiration_time=3600" \
  -H "Authorization: Bearer $TOKEN"

Because every URL expires, request the list when the recipient opens their forms in your app instead of storing the URLs. The URL points into Taxbit's document storage and its host isn't part of the API contract, so don't hard-code or allowlist it.

Find corrections and earlier revisions

A corrected or voided form is a new revision of that form, with its own revision number and a revision_type of CORRECTION or VOID; the first version is ORIGINAL. The default response carries only the latest revision. To list every revision, pass include_historical=true.

curl "$BASE_URL/v1/accounts/acct_5f2e7d10/tax-documents?include_historical=true" \
  -H "Authorization: Bearer $TOKEN"

Find forms in the Dashboard

In the Taxbit Dashboard, open the account. Its Tax Documentation section lists every generated tax document for that account, by tax year.

If the request fails

• 400. The request is invalid, for example a malformed query parameter. Fix it and resend.
• 401. The bearer token is missing, invalid, or expired. Mint a new one and retry.
• 429. Too many requests. Slow down and retry.

Parameters

The full reference has the complete response schema.

Where to go next

To hear when a form is generated, filed, or deleted instead of polling, subscribe to the FORM_STATUS_UPDATE webhook. The US Information Reporting overview shows how this page fits with sending payments and collecting recipient tax data.