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Version: 2.0.0

Overview

Form 1099-B is an IRS form filed by the broker or barter exchange to report proceeds made from broker or barter exchange transactions. This form lists the gain or loss of all transactions made through the brokers for whom they sold stocks, bonds, commodities, mutual funds, securities, futures contracts, etc.

1099-B automation with TaxBandits API​

The TaxBandits API enables you to automate 1099-B filing directly from your existing systems. Depending on how your platform manages payment data, you can choose the approach that fits your workflow.

Automate end-to-end 1099-B cycle​

Collect W-9/W-8 forms from recipients, validate their TINs against the IRS database, and file 1099-B forms at year-end.

Best for: This category fits platforms that onboard investors or clients, track transactions throughout the year, and then file at year-end.

Create and file 1099-B directly​

If you already have recipient data and annual payment totals in your system, use the API endpoints to create and transmit 1099-B forms directly.

Best for: This category fits platforms that already have all the investor/transaction data in their system and simply need to generate and transmit 1099-B forms at year-end without going through a full onboarding or data-collection workflow

Supported tax years​

TaxBandits API supports e-filing of Form 1099-B for the following tax years:

Tax YearAPI Version
2026v2.0.0
2025v2.0.0, v1.7.3
2024v1.7.3

Services available​

The TaxBandits API supports the following services for Form 1099-B:

  • Federal Filing - File 1099-B returns with the IRS and the required state agencies.
  • State-Only Filing - File Form 1099-B only with state agencies after the federal return has already been submitted.
  • Postal Mailing - TaxBandits prints and mails the recipient copy on your behalf.
  • Online Access - Share a digital copy of the 1099-B with recipients through a secure, branded online portal. Recipients are notified via email and can view, download, and consent to paperless delivery.
  • Corrections - File corrections for 1099-B forms that are already accepted by the IRS (even if the original returns were filed elsewhere).

1099-B endpoints​

All endpoints require a Bearer token obtained through the OAuth 2.0 authentication flow. Include this token in the Authorization header of every request. Learn more about OAuth 2.0.

  • Create - Create one or more 1099-B records in a single submission.
  • Update - Modify an existing 1099-B submission before it has been transmitted to the IRS.
  • Get - Retrieve payer, recipient, and form data for a specific 1099-B submission by SubmissionId.
  • ValidateForm - Validate 1099-B field-level specifications against the IRS business rules before creating the form.

1099 utility endpoints​

The following endpoints are shared across all 1099 form types.

  • List - List all 1099-B records for a submission or payer.
  • Status - Retrieve the status of the 1099-B forms submitted to the IRS.
  • Transmit - Transmit the created return to the IRS.
  • StatusLog - Retrieves the status change of the transmitted return.
  • RequestDraftPdfUrl - Returns a draft PDF URL for review. These forms are not for filing and will have a watermark "For Review only" on them.
  • RequestPdfURLs - Retrieve final PDF URLs for one or more recipients after transmission.
  • Delete - Delete the returns created before transmitting.

As an alternative to the Status endpoint, you can configure webhooks to receive automated status updates. Learn more