Retrieve US tax forms

Step 3 of US Information Reporting. 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.

Tax documentation is what an account owner gives you, such as Form W-9, Form W-8, or a self-certification. Tax forms and recipient copies are what Taxbit generates for an account, such as a 1099 or a DAC7 copy.

Before you begin

• A bearer token. See Authenticate.
• 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 tax forms by your identifier for the account, with GET /v1/accounts/{id}/tax-documents.

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 Forms tab lists every generated form by tax year. The Forms page lists all generated forms for a tax year and downloads the whole set.

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. Request a new one and retry.
• 429. Too many requests. Slow down and retry.

The Errors and rate limits page has every error shape, the rate limits, and which calls are safe to 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.