Send a Transaction to TaxBit

Send (create or update) transactions to TaxBit using your system's unique identifier for the Transaction.

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Body Params
string
enum
required

External transaction type for submission.

string
required

Your system's unique identifier for the Transaction

string
required

Your system's unique identifier for the Account

string

Your system's unique identifier for the counterparty Transaction

string

Your system's unique identifier for the Transaction being adjusted. This field is required when type is 'adjustment'.

date-time
required

ISO-8601 timestamp representing when the transaction occurred.

string
enum

Transaction subtype. Valid subtypes by transaction type:

  • deposit: ach, blockchain, card-reward, gift, cost-basis-fmv, internal-personal
  • withdraw: ach, blockchain, gift, internal-personal
  • income: royalties, rent, gross-proceeds-paid-to-an-attorney, nec, payment-goods, payment-services, other, airdrop, reward, staking-reward, medical-payment, referral-bonus, interest-fiat-backed, interest-crypto-backed, fee-refund
  • expense: debit, fee, refund
  • cost-basis-transfer: wrapping, asset-name-change
  • contribution: standard, postponed, recharacterization, conversion, rollover, late-rollover
enum

If present, this disposition method overrides the default disposition method for only this transaction. Supported disposition methods are HIFO, FIFO, LIFO, LOFO, and SPECID.

Allowed:
received
array of objects

Amount received by the account.

received
sent
array of objects

Amount sent by the account.

sent
fees
array of objects

Fees paid by the account.

fees
metadata
object

Metadata for the transaction.

retirement_info
object

Information required for IRA Reporting (Forms 5498 and 1099-R).

Responses

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