Update

Updates the existing Form 1099-R return created in TaxBandits. Use the unique identifiers to refer a particular return. You cannot update a Transmitted return.

PUT Form1099R/Update 

Request Body

Field	Type	Description
SubmissionManifest	object	SubmissionManifest provides brief information about a particular submission on the whole. It contains information like Submission ID Tax Year IsPostal IsFederalFiling IsStateFiling IsOnlineAccess IsScheduleFiling & ScheduleFiling service details
SubmissionId	Guid	Unique identifier created by TaxBandits for each submission. Not required when you are creating a return.
TaxYear	string	Tax year of Form 1099-R to be filed.. Allowed values: "2022","2023","2024"
IRSFilingType	string	Specify the platform on which you want to file the 1099 return with the IRS: FIRE: Traditional platform,IRS will take 2 to 4 days to provide the accepted or rejected status. IRIS: The IRS's new platform for 1099 returns,IRS will provide the accepted or rejected ststus within 6hrs. Click here for more information about IRIS system. If no value is specified,Taxbandits will default to "FIRE". Allowed values "FIRE","IRIS"
IsFederalFiling	Boolean	Federal Filing for the return will be enabled when the value is True. Form 1099-R will be sent directly to the IRS.
IsStateFiling	Boolean	State Filing for the return will be enabled when the value is True. Form 1099-R will be directly filed with the respective recipient states. Note: State Filing will not be created for the states that do not require State filing.
IsPostal	Boolean	If this value is set as true, the Postal Mailing service will be opted for all the recipients included in the submission. Once the returns are transmitted, the 1099-R form copies will be mailed to the recipient's address via USPS. Note: Postal Orders for Foreign Address will not be created.
IsOnlineAccess	Boolean	If this value is set as true, the Online Access service will be enabled for all the recipients included in the submission. Once the returns are transmitted, an email with a link to the secure TaxBandits portal will be sent to the recipients. The recipients can then provide consent and download Form 1099-R copies from the portal.
IsScheduleFiling	Boolean	When true, schedule filing services will be provided for Form 1099-R returns under this submission.
ScheduleFiling	object	Contains preferred date to submit the returns to the IRS. Required only when "IsScheduleFiling" is True .
EfileDate	string	Date of Schedule Filing. Enter the date in the format: MM/DD/YYYY or MM-DD-YYYY Example: 10/20/2024 or 10-20-2024
ReturnHeader	object	Contains information about the Business details.
Business	object	Object to identify the Business Details.
BusinessId	Guid	Optional Use the unique Business Id (Generated by TaxBandits) you received in response to the Business CREATE Endpoint. By giving the Business Id, you do not have to provide all the business information again. If you do not have a Business Id, ignore the field.
BusinessNm	string	Name of the business Size Range: ..75
FirstNm	string	First Name of the Individual Size Range: ..20
MiddleNm	string	Middle Name of the Individual Size Range: ..20
LastNm	string	Last Name of the Individual Size Range: ..20
Suffix	string	Suffix of the Individual Allowed values "Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"
PayerRef	string	Optional An unique identifier for each payer completing their information. This identifier can be used in future references of the payer in the API. Size Range: ..50
TradeNm	string	Optional Name under which the business operates Size Range: ..75
IsEIN	Boolean	When true, identify that the business TIN is an EIN.
EINorSSN	string	When IsEIN is true, use Employer Identification Number (EIN). When IsEIN is false, use Social Security Number (SSN) Size Range: 9-11
Email	string	Optional Email address of the Business Size Range: ..100
ContactNm	string	Optional Name of the person who can be contacted by the IRS. Size Range: ..27
Phone	string	Optional Phone number of the business Size Range: 10
PhoneExtn	string	Optional Extension of the business phone number Size Range: ..5
Fax	string	Optional Fax number of the Business Size Range: 10
BusinessType	string	Optional Type of business. Optional for W-2/1099 and mandatory for 94X series Size Range: 4 Allowed values "ESTE", "PART", "CORP", "EORG", "SPRO" For the description of the Allowed Values , click here
SigningAuthority	object	Optional Details of the person who is authorized to sign the return
Name	string	Optional Name of the signing authority Size Range: ..35
Phone	string	Optional Phone number of the signing authority Size Range: 10
BusinessMemberType	string	Optional Business title of the signing authority Size Range: 5..29 Allowed values "CORPORATESECRETARY", "SECRETARYTREASURER", "PARTNER", "GENERALPARTNER", "LIMITEDPARTNER", "LLCMEMBER", "MANAGINGMEMBER", "MANAGER", "TAXMATTERPARTNER", "PRESIDENT", "VICEPRESIDENT", "CORPORATETREASURER", "TREASURER", "ASSISTANTTREASURER", "CHIEFACCOUNTINGOFFICER", "CHIEFEXECUTIVEOFFICER", "CHIEFFINANCIALOFFICER", "TAXOFFICER", "CHIEFOPERATINGOFFICER", "CORPORATEOFFICER", "EXECUTIVEDIRECTOR", "DIRECTOR", "CHAIRMAN", "EXECUTIVEADMINISTRATOR", "RECEIVER", "PASTOR", "ASSISTANTTORELIGIOUSLEADER", "REVEREND", "PRIEST", "MINISTER", "RABBI", "LEADEROFRELIGIOUSORGANIZATION", "SECRETARY", "DIRECTOROFTAXATION", "DIRECTOROFPERSONNEL", "ADMINISTRATOR", "EXECUTOR", "TRUSTEE", "FIDUCIARY", "OWNER", "SOLEPROPRIETOR", "MEMBER", "SOLEMEMBER"
KindOfEmployer	string	Optional Identifies the kind of employer. Mandatory for W-2 and optional for 1099-R and 94X series Allowed values "FEDERALGOVT", "STATEORLOCAL501C", "NONGOVT501C", "STATEORLOCALNON501C", "NONEAPPLY"
KindOfPayer	string	Optional Identifies the kind of payer. This field is mandatory in W-2 and optional in 1099-R and 94X series Allowed values "REGULAR941", "REGULAR944", "AGRICULTURAL943", "HOUSEHOLD", "MILITARY", "MEDICAREQUALGOVEM", "RAILROADFORMCT1"
IsBusinessTerminated	Boolean	When true, identifies the business as terminated.
IsForeign	Boolean	When true, identifies the business address with a foreign address.
USAddress	object	If IsForeign is false, pass US address of the business
Address1	string	Employer/Payer's US address (street or post office box of that locality) Size Range: ..46
Address2	string	Optional Employer/Payer's suite or apartment Size Range: ..46
City	string	Employer/Payer's city Size Range: ..50
State	string	Employer/Payer's state code. Refer Static values. Size Range: 2 Allowed values "AL", "AK", "AZ", "AR", "CA", "CO", "CT", "DE", "DC", "FL", "GA", "HI", "ID", "IL", "IN", "IA", "KS", "KY", "LA", "ME", "MD", "MA", "MI", "MN", "MS", "MO", "MT", "NE", "NV", "NH", "NJ", "NM", "NY", "NC", "ND", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VT", "VA", "WA", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP"
ZipCd	string	Employer/Payer's zip code Size Range: 5..10
ForeignAddress	object	If IsForeign is true, pass foreign address of the business
Address1	string	Employer/Payer's foreign address (street address or post office box of that locality) Size Range: ..50
Address2	string	Optional Employer/Payer's suite or apartment Size Range: ..50
City	string	Employer/Payer's city Size Range: ..50
ProvinceOrStateNm	string	Employer/Payer's province or state name Size Range: ..50
Country	string	Employer/Payer's country Size Range: 2 Allowed values "AF", "AX", "AL", "AG", "AQ", "AN", "AO", "AV", "AY", "AC", "AR", "AM", "AA", "AT", "AS", "AU", "AJ", "BF", "BA", "FQ", "BG", "BB", "BO", "BE", "BH", "BN", "BD", "BT", "BL", "BK", "BC", "BV", "BR", "IO", "VI", "BX", "BU", "UV", "BM", "BY", "CB", "CM", "CA", "CV", "CJ", "CT", "CD", "CI", "CH", "KT", "IP", "CK", "CO", "CN", "CF", "CG", "CW", "CR", "CS", "IV", "HR", "CU", "UC", "CY", "EZ", "DA", "DX", "DJ", "DO", "DR", "TT", "EC", "EG", "ES", "EK", "ER", "EN", "ET", "FK", "FO", "FM", "FJ", "FI", "FR", "FP", "FS", "GB", "GA", "GG", "GM", "GH", "GI", "GR", "GL", "GJ", "GQ", "GT", "GK", "GV", "PU", "GY", "HA", "HM", "VT", "HO", "HK", "HQ", "HU", "IC", "IN", "ID", "IR", "IZ", "EI", "IS", "IT", "JM", "JN", "JA", "DQ", "JE", "JQ", "JO", "KZ", "KE", "KQ", "KR", "KN", "KS", "KV", "KU", "KG", "LA", "LG", "LE", "LT", "LI", "LY", "LS", "LH", "LU", "MC", "MK", "MA", "MI", "MY", "MV", "ML", "MT", "IM", "RM", "MR", "MP", "MX", "MQ", "MD", "MN", "MG", "MJ", "MH", "MO", "MZ", "WA", "NR", "BQ", "NP", "NL", "NC", "NZ", "NU", "NG", "NI", "NE", "NF", "CQ", "NO", "MU", "OC", "PK", "PS", "LQ", "PM", "PP", "PF", "PA", "PE", "RP", "PC", "PL", "PO", "RQ", "QA", "RO", "RS", "RW", "TB", "RN", "WS", "SM", "TP", "SA", "SG", "RI", "SE", "SL", "SN", "NN", "LO", "SI", "BP", "SO", "SF", "SX", "OD", "SP", "PG", "CE", "SH", "SC", "ST", "SB", "VC", "SU", "NS", "SV", "WZ", "SW", "SZ", "SY", "TW", "TI", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TX", "TK", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
PostalCd	string	Employer/Payer's postal code Size Range: ..16
ReturnData	object[]	Contains information about the recipient details and Form 1099-R details.
SequenceId	string	A unique reference ID for the submission that can be used to identify a particular record. The Sequence ID will be returned in the Response for your reference. Size Range: 50
IsPostal	Boolean	If this value is set as true, the Postal Mailing service will be opted for the recipient included in the record. Once the return is transmitted, the 1099-R copy will be mailed to the recipient's address via USPS. Postal Orders for Foreign Address will not be created. Note: To enable this, you must have set the IsPostal value as True under the submission. You can set this value as False for the other records for which you don’t want this service.
IsOnlineAccess	Boolean	If this value is set as true, the Online Access service will be enabled for the recipient included in the record. Once the return is transmitted, an email with a link to the secure TaxBandits portal will be sent to the recipient. The recipient can then provide consent and download Form 1099-R copy from the portal. Note: To enable this, you must have set the IsOnlineAccess value as True under the submission. You can set this value as False for the other records for which you don’t want this service.
IsForced	Boolean	When TRUE, TaxBandits does not verify for duplicates and will create a new return for the recipient, even it comprises the same amounts as in previously filed returns. For more information on duplicate handling for Form 1099s, please click here. Note: If there are multiple returns filed for the recipient with the same account number, TaxBandits will append 3 random numbers at the end of the account number.
RecordId	Guid	OptionalUnique Identifier of the Record. Mention the Form 1099-R return's Record Id that you want to update. If you do not provide the Record Id, then a new record will be added to the submission.
Recipient	object	Object to identify the recipient details.
RecipientId	Guid	OptionalA unique ID generated by TaxBandits after the return is created and will be returned in the Response. You can use this id for your future reference to Update.
TINType	string	Specify the TIN type of the recipient. Note: If the recipient doesn't have a TIN, enter the TIN type as 'NA' and input 'null' in the TIN field. Allowed values "SSN", "EIN", "ITIN", "ATIN", "NA"
TIN	string	Enter the nine-digit taxpayer identification number of the Recipient (SSN, ITIN, ATIN, or EIN). Size Range: 9-11
FirstPayeeNm	string	Enter the name of the recipient (preferably last name first for an Individual). If more space is required for the name, use the Second Payee Name Field. Size Range: 40
SecondPayeeNm	string	Optional If there are multiple recipients (for example, partners, joint owners, or spouses), use this field for those names not associated with the TIN or if not enough space was provided in the First Payee Name, continue the name in this field. Size Range: 40
FirstNm	string	First Name of the Individual Size Range: ..20
MiddleNm	string	Middle Name of the Individual Size Range: ..20
LastNm	string	Last Name of the Individual Size Range: ..20
Suffix	string	Suffix of the Individual Allowed values "Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"
IsForeign	Boolean	When true, it identifies the recipient's address with a foreign address.
USAddress	object	If IsForeign is false, pass US address of the recipient
Address1	string	Recipient's US address (street address or post office box of that locality) Size Range: ..46
Address2	string	Optional Recipient's suite or apartment Size Range: ..46
City	string	Recipient's city Size Range: ..50
State	string	Recipient's state code. Refer Static values. Size Range: 2 Allowed values "AL", "AK", "AZ", "AR", "CA", "CO", "CT", "DE", "DC", "FL", "GA", "HI", "ID", "IL", "IN", "IA", "KS", "KY", "LA", "ME", "MD", "MA", "MI", "MN", "MS", "MO", "MT", "NE", "NV", "NH", "NJ", "NM", "NY", "NC", "ND", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VT", "VA", "WA", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP"
ZipCd	string	Recipient's zip code Size Range: 5..10
ForeignAddress	object	If IsForeign is true, pass foreign address of the recipient
Address1	string	Recipient's foreign address (street address or post office box of that locality) Size Range: ..50
Address2	string	Optional Recipient's suite or apartment Size Range: ..50
City	string	Recipient's city. Size Range: ..50
ProvinceOrStateNm	string	Recipient's Province or State Name. Size Range: ..50
Country	string	Recipient's country code. Refer Static values. Size Range: 2 Allowed values "AF", "AX", "AL", "AG", "AQ", "AN", "AO", "AV", "AY", "AC", "AR", "AM", "AA", "AT", "AS", "AU", "AJ", "BF", "BA", "FQ", "BG", "BB", "BO", "BE", "BH", "BN", "BD", "BT", "BL", "BK", "BC", "BV", "BR", "IO", "VI", "BX", "BU", "UV", "BM", "BY", "CB", "CM", "CA", "CV", "CJ", "CT", "CD", "CI", "CH", "KT", "IP", "CK", "CO", "CN", "CF", "CG", "CW", "CR", "CS", "IV", "HR", "CU", "UC", "CY", "EZ", "DA", "DX", "DJ", "DO", "DR", "TT", "EC", "EG", "ES", "EK", "ER", "EN", "ET", "FK", "FO", "FM", "FJ", "FI", "FR", "FP", "FS", "GB", "GA", "GG", "GM", "GH", "GI", "GR", "GL", "GJ", "GQ", "GT", "GK", "GV", "PU", "GY", "HA", "HM", "VT", "HO", "HK", "HQ", "HU", "IC", "IN", "ID", "IR", "IZ", "EI", "IS", "IT", "JM", "JN", "JA", "DQ", "JE", "JQ", "JO", "KZ", "KE", "KQ", "KR", "KN", "KS", "KV", "KU", "KG", "LA", "LG", "LE", "LT", "LI", "LY", "LS", "LH", "LU", "MC", "MK", "MA", "MI", "MY", "MV", "ML", "MT", "IM", "RM", "MR", "MP", "MX", "MQ", "MD", "MN", "MG", "MJ", "MH", "MO", "MZ", "WA", "NR", "BQ", "NP", "NL", "NC", "NZ", "NU", "NG", "NI", "NE", "NF", "CQ", "NO", "MU", "OC", "PK", "PS", "LQ", "PM", "PP", "PF", "PA", "PE", "RP", "PC", "PL", "PO", "RQ", "QA", "RO", "RS", "RW", "TB", "RN", "WS", "SM", "TP", "SA", "SG", "RI", "SE", "SL", "SN", "NN", "LO", "SI", "BP", "SO", "SF", "SX", "OD", "SP", "PG", "CE", "SH", "SC", "ST", "SB", "VC", "SU", "NS", "SV", "WZ", "SW", "SZ", "SY", "TW", "TI", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TX", "TK", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
PostalCd	string	Recipient's Postal Code Size Range: ..16
Email	string	Optional Recipient's email address. Size Range: 0..100 Note : This email address cannot be the same for two different recipients under the same business.
Fax	string	Optional Recipient's Fax number. Size Range: 10
Phone	string	Optional Recipient's Phone Number. Size Range: 10
RFormData	object	Recipient's Form 1099-R information.
B1GrossDistribution	number	Gross Distribution - Get at least one distribution code. Size Range: 0-9999999999.99
B2aTaxableAmt	number	Taxable Amount - Gets the Taxable Amount Size Range: 0-9999999999.99
B2bIsTaxableAmtNotDetermined	Boolean	When True, the taxable amount of the payment entered for Gross distribution cannot be computed.
B2bISTotalDistribution	Boolean	When True, the payment shown in gross Distribution Amount is a total distribution that closes out the account.
B3CapitalGain	number	Capital Gain - Get the amount from a charitable gift annuity that is taxable as a capital gain. Size Range: 0-9999999999.99
B4FedTaxWH	number	Federal Tax Withheld - Get any federal income tax withheld. Size Range: 0-9999999999.99 Note : This value should be less than the 40% sum of boxes 1, 2a, 3, 5, 6, 8, 9b and 10.
B5EmpContribution	number	Get the employee's contributions, designated Roth contributions, or insurance premiums that the employee may recover tax free this year. Size Range: 0-9999999999.99
B6NUA	number	Get all the NUA in employer securities if this is a lump-sum distribution. If this is not a lump-sum distribution, get only the NUA in employer securities attributable to employee contributions. Size Range: 0-9999999999.99
B7DistCodes	string	Get the appropriate code. More than one code may apply. Size Range: 2 Allowed values "1", " 18", "1B", " 1D", "1K", "1L", "1M", "1P", "2", "28", "2B", "2D", "2K", "2L", "2M", "2P", "3", "3D", "4", "48", "4A", "4B", "4D", "4G", "4H", "4K", "4L", "4M", "4P", "5", "6", "6W", "7", "7A", "7B", "7D", "7K", "7L", "7M", "8", " 81", "82", "84", "8B", "8J", "8K", "9", "A4", "A7", "B", "B1", "B2", "B4", "B7", "B8", "BG", "BL", "BM", "BP", "BU", "C", "CD", "D1", "D2", "D3", "D4", "D7", "DC", "E", "F", "G", "G4", "GB", "GK", "H", "H4", "J", "J8", "JP", "K1", "K2", "K4", "K7", "K8", "KG", "L", "L1", "L2", "L4", "L7", "LB", "M", "M1", "M2", "M4", "M7", "MB", "N", "P", "P1", "P2", "P4", "PB", "PJ", "Q", "R", "S", "T", "U", "UB", "W", "W6"
B7IsSIRASEPSIMPLE	Boolean	When True, it is a traditional IRA, SEP, or SIMPLE distribution or Roth conversion.
B8Other	number	Get the current actuarial value of an annuity contract that is part of a lump-sum distribution. Size Range: 0-9999999999.99
B8OtherPercentage	number	Get the percentage of the total annuity contract.
B9aTotDistPercentage	number	Total Distribution Percentage - Get the percentage when reporting a total distribution to more than one person, such as when a participant is deceased, and an issuer distributes to two or more beneficiaries.If the percentage is 100, leave this field blank. Size Range: 2
B9bTotEmpContribution	number	Total employee contributions - Get the total employee Distribution. Do not include any amounts recovered tax free in prior years. Size Range: 0-9999999999.99
B10AmtToIRR5Years	number	Get the amount of the distribution allocable to an IRR made within the 5 year, beginning with the first day of the year in which the rollover was made. Size Range: 0-9999999999.99
B11DesigRoth1stYear	number	Get the first year of the 5 tax-year periods. This is the year in which the recipient first established the designated Roth account.It should be in "YYYY" Format. Size Range: 4
B12IsFATCAFiling	Boolean	When true, there is a FATCA Filing Requirement.
B13DateOfPayment	string	Get the date of payment for reportable death benefits under section 6050Y.It should be in "MM/DD/YYYY" format. Size Range: 8
AccountNum	string	Account number of Payer having multiple accounts for a recipient for whom more than one Form 1099-R is filed. Size Range: 4..20 Note: If the account number on the return you file is the same as any previously filed return, TaxBandits will append 3 random numbers at the end of the account number.
States	object[]	Contains list of state returns information.
StateCd	string	State Code. Size Range: 2 Allowed values "AL", "AK", "AZ", "AR", "CA", "CO", "CT", "DE", "DC", "FL", "GA", "HI", "ID", "IL", "IN", "IA", "KS", "KY", "LA", "ME", "MD", "MA", "MI", "MN", "MS", "MO", "MT", "NE", "NV", "NH", "NJ", "NM", "NY", "NC", "ND", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VT", "VA", "WA", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP"
StateIdNum	string	Identification Number of State. Size Range: ..20
StateWH	number	Income tax amount withheld for State. Size Range: 0-9999999999.99
StateDistribution	number	Total state distribution amount. Size Range: 0-9999999999.99
LocalDistribution	number	Local Distribution. Size Range: 0-9999999999.99
LocalTax	number	Local income tax withheld. Size Range: 0-9999999999.99
LocalityNm	string	Name of the Locality. Size Range: 20

Request JSON

Sample 1

Created a Form 1099-R return for the specific Business, including recipient and income information. Now, update the Recipient/Form Details with RecipientId and RecordId

{
    "SubmissionManifest": {
        "SubmissionId": "1003bf75-96a6-496d-9bb9-15054ca66b7c",
        "TaxYear": "2024",
        "IRSFilingType":"IRIS",
        "IsFederalFiling": true,
        "IsStateFiling": true,
        "IsPostal": true,
        "IsOnlineAccess": true,
        "IsScheduleFiling": false,
        "ScheduleFiling": null
    },
    "ReturnHeader": {
        "Business": {
            "BusinessId": "b1c21945-26b0-4dda-af2c-8288344e207e",
            "BusinessNm": "Snowdaze LLC",
            "FirstNm": null,
            "MiddleNm": null,
            "LastNm": null,
            "Suffix": null,
            "PayerRef": "Pe123",
            "TradeNm": "Iceberg Icecreams",
            "IsEIN": true,
            "EINorSSN": "62-7369245",
            "Email": "chandler@sample.com",
            "ContactNm": "Chandler White",
            "Phone": "1234567890",
            "PhoneExtn": "12345",
            "Fax": "1234567890",
            "BusinessType": "ESTE",
            "SigningAuthority": {
                "Name": "Chandler White",
                "Phone": "1234567890",
                "BusinessMemberType": "ADMINISTRATOR"
            },
            "KindOfEmployer": "FederalGovt",
            "KindOfPayer": "REGULAR941",
            "IsBusinessTerminated": true,
            "IsForeign": false,
            "USAddress": {
                "Address1": "1751 Kinsey Rd",
                "Address2": "Main St",
                "City": "Dothan",
                "State": "AL",
                "ZipCd": "36303"
            },
            "ForeignAddress": {
                "Address1": null,
                "Address2": null,
                "City": null,
                "ProvinceOrStateNm": null,
                "Country": null,
                "PostalCd": null
            }
        }
    },
    "ReturnData": [
        {
            "SequenceId": "1",
            "RecordId": "b33c2768-87d3-4954-a4db-61fa4b5cd883",
            "IsPostal": true,
            "IsOnlineAccess": true,
            "IsForced": true,
            "Recipient": {
                "RecipientId": "63ce1ce9-8eef-4342-9f4c-006542f8eb50",
                "TINType": "SSN",
                "TIN": "393817572",
                "FirstPayeeNm": "Mark",
                “FirstPayeeNm": null,
                "SecondPayeeNm": null,
                "FirstNm": "Mark",
                "MiddleNm": "Freek",
                "LastNm": "Linda",
                "Suffix": "Sr",
                "IsForeign": false,
                "USAddress": {
                    "Address1": "1751 Kinsey Rd",
                    "Address2": "Main St",
                    "City": "Dothan",
                    "State": "AL",
                    "ZipCd": "36303"
                },
                "ForeignAddress": {
                    "Address1": null,
                    "Address2": null,
                    "City": null,
                    "ProvinceOrStateNm": null,
                    "Country": null,
                    "PostalCd": null
                },
                "Email": "mark@sample.com",
                "Fax": "1234567890",
                "Phone": "1234567890"
            },
            "RFormData": {
                "B1GrossDistribution": "7965",
                "B2aTaxableAmt": "1254.52",
                "B2bIsTaxableAmtNotDetermined": false,
                "B2bIsTotalDistribution": true,
                "B3CapitalGain": 880,
                "B4FedTaxWH": 90,
                "B5EmpContribution": 0,
                "B6NUA": 0,
                "B7DistCodes": "1",
                "B7IsSIRASEPSIMPLE": false,
                "B8Other": 80,
                "B8OtherPercentage": 99,
                "B9aTotDistPercentage": 99,
                "B9bTotEmpContribution": 0,
                "B10AmtToIRR5Years": 0,
                "B11DesigRoth1stYear": 1901,
                "B12IsFATCAFiling": false,
                "B13DateOfPayment": "12/3/2020",
                "AccountNum": "9252",
                "States": [
                    {
                        "StateCd": "PA",
                        "StateWH": 15.56,
                        "StateDistribution": 100,
                        "StateIdNum": "99999999",
                        "LocalDistribution": 300.23,
                        "LocalTax": 100.45,
                        "LocalityNm": "Pristine"
                    },
                    {
                        "StateCd": "AZ",
                        "StateWH": 17.45,
                        "StateDistribution": 100,
                        "StateIdNum": "99-9999999",
                        "LocalDistribution": 300.23,
                        "LocalTax": 100.45,
                        "LocalityNm": "Pristine"
                    }
                ]
            }
        }
    ]
}

Sample 2

Created a Form 1099-R return for the specific Business, including recipient and income information. Now, create a new Recipient/Form without RecipientId and RecordId.

{
    "SubmissionManifest": {
        "SubmissionId": "a36f4c1a-2765-4768-a1f7-577356bf3626",
        "TaxYear": "2024",
        "IRSFilingType":"IRIS",
        "IsFederalFiling": true,
        "IsStateFiling": true,
        "IsPostal": true,
        "IsOnlineAccess": true,
        "IsScheduleFiling": false,
        "ScheduleFiling": null
    },
    "ReturnHeader": {
        "Business": {
            "BusinessId": "ba6b566f-a19a-40f0-99f2-6cba22325b9f",
            "BusinessNm": "Snowdaze LLC",
            "FirstNm": "Mark",
            "MiddleNm": "Freek",
            "LastNm": "Linda",
            "Suffix": "Sr",
            "PayerRef": "Pe123",
            "TradeNm": "Iceberg Icecreams",
            "IsEIN": true,
            "EINorSSN": "62-2269245",
            "Email": "chandler@sample.com",
            "ContactNm": "Chandler White",
            "Phone": "1234567890",
            "PhoneExtn": "12345",
            "Fax": "1234567890",
            "BusinessType": "ESTE",
            "SigningAuthority": {
                "Name": "Chandler White",
                "Phone": "1234567890",
                "BusinessMemberType": "ADMINISTRATOR"
            },
            "KindOfEmployer": "FederalGovt",
            "KindOfPayer": "REGULAR941",
            "IsBusinessTerminated": true,
            "IsForeign": false,
            "USAddress": {
                "Address1": "1751 Kinsey Rd",
                "Address2": "Main St",
                "City": "Dothan",
                "State": "AL",
                "ZipCd": "36303"
            },
            "ForeignAddress": {
                "Address1": null,
                "Address2": null,
                "City": null,
                "ProvinceOrStateNm": null,
                "Country": null,
                "PostalCd": null
            }
        }
    },
    "ReturnData": [
        {
            "RecordId": null,
            "SequenceId": "1",
            "IsPostal": true,
            "IsOnlineAccess": true,
            "IsForced": false,
            "Recipient": {
                "RecipientId": null,
                "TINType": "SSN",
                "TIN": "563817472",
                "FirstPayeeNm": "Mark",
                "SecondPayeeNm": "Davis",
                "FirstNm": "Mark",
                "MiddleNm": "Freek",
                "LastNm": "Linda",
                "Suffix": "Sr",
                "IsForeign": false,
                "USAddress": {
                    "Address1": "1751 Kinsey Rd",
                    "Address2": "Main St",
                    "City": "Dothan",
                    "State": "AL",
                    "ZipCd": "36303"
                },
                "ForeignAddress": {
                    "Address1": null,
                    "Address2": null,
                    "City": null,
                    "ProvinceOrStateNm": null,
                    "Country": null,
                    "PostalCd": null
                },
                "Email": null,
                "Fax": "1234567890",
                "Phone": "1234567890"
            },
            "RFormData": {
                "B1GrossDistribution": "7965",
                "B2aTaxableAmt": "1254.52",
                "B2bIsTaxableAmtNotDetermined": false,
                "B2bIsTotalDistribution": true,
                "B3CapitalGain": 880,
                "B4FedTaxWH": 90,
                "B5EmpContribution": 0,
                "B6NUA": 0,
                "B7DistCodes": "1",
                "B7IsSIRASEPSIMPLE": false,
                "B8Other": 80,
                "B8OtherPercentage": 99,
                "B9aTotDistPercentage": 99,
                "B9bTotEmpContribution": 0,
                "B10AmtToIRR5Years": 0,
                "B11DesigRoth1stYear": 1901,
                "B12IsFATCAFiling": false,
                "B13DateOfPayment": "12/3/2020",
                "AccountNum": "9252",
                "States": [
                    {
                        "StateCd": "PA",
                        "StateWH": 15.56,
                        "StateDistribution": 100,
                        "StateIdNum": "99999999",
                        "LocalDistribution": 300.23,
                        "LocalTax": 100.45,
                        "LocalityNm": "Pristine"
                    },
                    {
                        "StateCd": "AZ",
                        "StateWH": 17.45,
                        "StateDistribution": 100,
                        "StateIdNum": "99-9999999",
                        "LocalDistribution": 300.23,
                        "LocalTax": 100.45,
                        "LocalityNm": "Pristine"
                    }
                ]
            }
        }
    ]
}

Response Body

Field	Type	Description
StatusCode	number	Returns the HTTP status codes like 200,300 etc.
StatusName	string	Name of the status code
StatusMessage	string	Detailed status message
SubmissionId	Guid	Unique identifier of a submission
BusinessId	Guid	Unique identifier of a Business.
PayerRef	string	Unique identifier of the Payer.
Form1099Type	string	Denotes the type of 1099 form.
Form1099Records	object	Pulls the Form 1099 records with Success and Error statuses
SuccessRecords	object[]	It will show detailed information about the success status of Form 1099-R Records
SequenceId	string	A unique reference ID for the submission that can be used to identify a particular record. The Sequence ID will be returned in the Response for your reference.
RecordId	Guid	A unique identifier generated by TaxBandits when a 1099-R return is created.
RecipientId	Guid	A unique identifier generated by TaxBandits for a Recipient when a 1099-R return is created. You can use this id for your future reference to Update.
AccountNum	string	Account number of Payer having multiple accounts for a recipient for whom more than one Form 1099-R is filed. Size Range: 4..20 Note: If the account number on the return you file is the same as any previously filed return, TaxBandits will append 3 random numbers at the end of the account number.
FederalReturn	object	Returns the record status and StatusTs of federal return.
Status	string	Returns the record status.
StatusTs	string	Returns date and time of return created.
Info	string	Returns information about the Federal Filing service.
StateReturns	object[]	Returns collection of state returns information
StateCd	string	Returns the state code of the state for which the return is filed.
Status	string	Returns the record status of the state return.
StatusTs	string	Date and time of the return created.
Info	string	Returns the information about the state for which we are not supporting state filing.
Errors	object[]	Shows error information in state returns of Form 1099-R
Id	string	Returns the validation error Id.
Name	string	Name of the validation error.
Message	string	Description of the validation error.
Postal	object	Returns the status and StatusTs of postal mailing service for Form 1099-R.
Status	string	Returns the status of postal order.
StatusTs	string	Returns the date and time of the postal order created.
Info	string	Returns the information about Postal mailing service.
OnlineAccess	object	Returns the Email address for whom the online access to be given and Status of online access.
Status	string	Returns status of online access for Form 1099-R return.
Email	string	Email address for whom the online access to be given.
Info	string	Information about the online access service.
ScheduleFiling	object	Returns the date of the schedule filing.
ScheduledOn	string	Date of the schedule filing to know when the return to be filed to the IRS.
Info	string	Information about Schedule Filing service.
ErrorRecords	object[]	It will show the detailed information about the error status of Form 1099 Records.
RecordId	Guid	Unique identifier of a record
SequenceId	string	A unique number given by an inbound application to identify failed records
RejectedBy	string	Returns the information of who rejected the return.
Errors	object[]	Shows detailed error information
Code	string	Returns the validation error code
Name	string	Name of the validation error
Message	string	Description of the validation error
Type	string	Type of validation error
Errors	object[]	Shows detailed error information
Code	string	Returns the validation error code
Name	string	Name of the validation error
Message	string	Description of the validation error
Type	string	Type of validation error

Response JSON

200

Success Response - This is a sample response for successful API requests.

{
    "StatusCode": 200,
    "StatusName": "Ok",
    "StatusMessage": "Successful API call",
    "SubmissionId": "a36f4c1a-2765-4768-a1f7-577356bf3626",
    "BusinessId": "ba6b566f-a19a-40f0-99f2-6cba22325b9f",
    "PayerRef": "RN123",
    "Form1099Type": "R",
    "Form1099Records": {
        "SuccessRecords": [
            {
                "SequenceId": "1",
                "RecordId": "1d4eb704-e22a-489b-9646-0a065233a492",
                "RecipientId": "090dd6a8-c47a-4141-87aa-e0b77653f75f",
                "AccountNum": "9252672",
                "FederalReturn": {
                    "Status": "CREATED",
                    "StatusTs": "2024-06-13 02:21:21 -04:00",
                    "Info": null,
                    "Errors": null
                },
                "StateReturns": [
                    {
                        "StateCd": "PA",
                        "Status": "CREATED",
                        "StatusTs": "2024-06-13 02:21:21 -04:00",
                        "Info": null,
                        "Errors": null
                    },
                    {
                        "StateCd": "AZ",
                        "Status": "CREATED",
                        "StatusTs": "2024-06-13 02:21:21 -04:00",
                        "Info": null,
                        "Errors": null
                    }
                ],
                "Postal": {
                    "Status": "CREATED",
                    "StatusTs": "2024-06-13 02:21:21 -04:00",
                    "Info": null
                },
                "OnlineAccess": {
                    "Status": "CREATED",
                    "Email": "mark@sample.com",
                    "Info": null
                },
                "ScheduleFiling": null
            }
        ],
        "ErrorRecords": null
    },
    "Errors": null
}

300

Multi-status Response - You'll get the below response when multiple statuses are included.

{
    "StatusCode": 300,
    "StatusName": "MultiStatus",
    "StatusMessage": "Multiple statuses are available for the request",
    "SubmissionId": "a36f4c1a-2765-4768-a1f7-577356bf3626",
    "BusinessId": "ba6b566f-a19a-40f0-99f2-6cba22325b9f",
    "PayerRef": "RN123",
    "Form1099Type": "R",
    "Form1099Records": {
        "SuccessRecords": [
            {
                "SequenceId": "1",
                "RecordId": "fb7c0b83-4b8a-4406-ae0e-40504e896a3b",
                "RecipientId": "8cce168c-ebfe-48a3-8639-98e78bc0f5b2",
                "AccountNum": "9252186",
                "FederalReturn": {
                    "Status": "CREATED",
                    "StatusTs": "2024-06-13 02:28:32 -04:00",
                    "Info": null,
                    "Errors": null
                },
                "StateReturns": [
                    {
                        "StateCd": "PA",
                        "Status": "CREATED",
                        "StatusTs": "2024-06-13 02:28:32 -04:00",
                        "Info": null,
                        "Errors": null
                    },
                    {
                        "StateCd": "AZ",
                        "Status": "CREATED",
                        "StatusTs": "2024-06-13 02:28:32 -04:00",
                        "Info": null,
                        "Errors": null
                    }
                ],
                "Postal": {
                    "Status": "CREATED",
                    "StatusTs": "2024-06-13 02:28:32 -04:00",
                    "Info": null
                },
                "OnlineAccess": {
                    "Status": "NOT_CREATED",
                    "Email": null,
                    "Info": "OnlineAccess service not created for this recipient since recipient's email address is not provided"
                },
                "ScheduleFiling": null
            }
        ],
        "ErrorRecords": [
            {
                "SequenceId": "2",
                "RecordId": null,
                "Errors": [
                    {
                        "Id": "RECPT-0007",
                        "Name": "Recipient.TINType[1]",
                        "Message": "TIN Type is required."
                    }
                ]
            }
        ]
    },
    "Errors": [
        {
            "Id": "F00-100155",
            "Name": "Error Records",
            "Message": "Some of the records are errored. Please read the Error Records for more details."
        }
    ]
}

400

Bad Request Response - You'll get the below response when your API requests contain any validation errors.

{
    "StatusCode": 400,
    "StatusName": "BadRequest",
    "StatusMessage": "Validation error has occurred",
    "SubmissionId": "a36f4c1a-2765-4768-a1f7-577356bf3626",
    "BusinessId": "ba6b566f-a19a-40f0-99f2-6cba22325b9f",
    "PayerRef": "RN123",
    "Form1099Type": "R",
    "Form1099Records": {
        "SuccessRecords": null,
        "ErrorRecords": [
            {
                "SequenceId": "1",
                "RecordId": "1d4eb704-e22a-489b-9646-0a065233a492",
                "Errors": [
                    {
                        "Id": "F07-100076",
                        "Name": "RFormData.B1GrossDistribution",
                        "Message": "Possible Duplicate. Another return has been created for the same recipient with the same amount."
                    }
                ]
            }
        ]
    },
    "Errors": null
}