Version: 2.0.0

Create

Use this endpoint to create one or more Form 1099-R returns in a single submission. You can create up to 250 returns for a payer in a single request. When the request is successful, you’ll receive a SubmissionId, which uniquely identifies that submission.

TaxBandits lets you configure filing and distribution services at two levels:

Submission level (SubmissionManifest)- Applies default settings for every return in the submission.
Return level (ReturnManifest, inside each ReturnData entry) - Lets you override those defaults for a specific recipient's return.

Filing services

Federal Filing - Set IsFederal to TRUE to e-file the return with the IRS.
State Filing - Set IsState to TRUE to file with the relevant state agency. State filing will not be created for states that do not require it.
State-only filing - Set IsState to TRUE and IsFederal to FALSE. Use this when the federal return has already been filed outside of TaxBandits.

Distribution services

Enable recipient copy distribution by setting IsDistribution to TRUE and configuring DistributionDetails:

Postal Mailing - Set DistributionType to POSTAL_ONLY and PostalType to USPS_FIRST_CLASS. TaxBandits prints and mails the recipient copy via USPS First Class on your behalf.
Online Access - Set DistributionType to ONLINE_ACCESS. The recipient's Email is required. They will be notified via email and can view and download their copy through a secure online portal.

If you want to enable both Postal Mailing and Online Access, set DistributionType to POSTAL_AND_ONLINE.

POST form1099r/create

Run in Postman

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 - IsScheduleFiling & ScheduleFiling service details
TaxYear	string	Tax year of Form 1099-R to be filed. Allowed values "2025", "2026"
IsFederal	Boolean	Federal Filing will be enabled when the value is True. Form 1099-NEC will be sent directly to the IRS.
IsState	Boolean	State Filing will be enabled when the value is True. Form 1099-NEC 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.
IsDistribution	Boolean	When TRUE, recipient distribution is enabled (postal mail / online access/email).
DistributionDetails	object[]	Distribution configuration. Required when IsDistribution is TRUE.
DistributionType	string	Recipient copy distribution type. Allowed values "POSTAL_ONLY", "ONLINE_ACCESS", "POSTAL_AND_ONLINE"
PostalType	string	Postal service type. Allowed values "USPS_FIRST_CLASS"
IsScheduleFiling	Boolean	When true, schedule filing services will be enabled for Form 1099-R returns under this submission.
ScheduleFiling	object[]	Contains the preferred date to submit the returns to the IRS. Note: 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: 01/25/2026 or 01-25-2026
ReturnHeader	object	Contains information about the Business details.
Business	object	Object to identify the Business Details.
BusinessId	Guid	Use the unique Business ID (Generated by TaxBandits) that you received in the response of the Business CREATE Endpoint. If you do not have a Business ID, ignore the field. By giving the Business ID, you do not have to provide all the business information again.
PayerRef	string	Optional Your unique identifier for the payer. Can replace `BusinessId` in future requests. Size Range: 50
IsDefaultBusiness	Boolean	When set to TRUE, this business will be set as the default across requests that do not specify a business.
TINDetails	object	TIN information for the business.
Format	string	Specifies how the TIN is passed. Allowed values "PLAIN_TIN" — Pass TIN directly. "TOKENIZED_TIN" - Pass tokenized TIN.
TINType	string	Specify the TIN type of the business. Allowed values "EIN", "SSN"
TIN	string	The TIN value according to the Format selected.
IndividualNm	object	Required when `TINType` is `SSN`. Provide individual name fields instead of `BusinessNm`.
FirstNm	string	The first name of the individual. Size Range: 20
MiddleNm	string	Optional Middle name of the individual. Size Range: 20
LastNm	string	The last name of the individual. Size Range: 20
Suffix	string	Optional Suffix of the individual's name. Allowed values "Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"
BusinessNm	string	Legal name of the business. Required when `TINType` is `EIN`. Size Range: 75
NameCtrl	string	Name control of the business as registered with the IRS. Size Range: 3-4
DBADetails	object[]	Optional DBA (Doing Business As) information.
DBANm	string	Name of the DBA. Size Range: 75
DBARef	string	Unique identifier for the DBA. Size Range: 1-50
DBAId	Guid	TaxBandits-generated DBA identifier. Returned in the response.
IsDefaultDBA	Boolean	When TRUE, marks this DBA as the default.
Address	object[]	Address information of DBA.
Address1	string	Street address or PO Box. Size Range: 46
Address2	string	Optional Suite or apartment number. Size Range: 46
City	string	DBA's city. Size Range: 50
ProvinceOrStateNm	String	DBA's province or state name. Allowed values When the country code is US: "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", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP" When the country code is CA: "AB", "BC", "MB", "NB", "NL", "NT", "NS", "NU", "ON", "PE", "QC", "SK", "YT" Note: The size range is set to 50 for all countries except the United States and Canada.
ZipCd	string	DBA's ZIP code. Size Range: 5-16
Country	String	DBA's 2-character country code. Allowed values "US", "AF", "AX", "AL", "DZ", "AS", "AD", "AO", "AI", "AQ", "AG", "AR", "AM", "AW", "AT", "AU", "AZ", "BS", "BH", "BD", "BB", "BY", "BE", "BZ", "BJ", "BM", "BT", "BO", "BQ", "BA", "BW", "BV", "BR", "IO", "BN", "BG", "BF", "BI", "KH", "CM", "CA", "CV", "KY", "CF", "TD", "CL", "CN", "CX", "CC", "CO", "KM", "CG", "CD", "CK", "CR", "CI", "HR", "CU", "CW", "CY", "CZ", "DK", "DJ", "DO", "DM", "EC", "EG", "SV", "GQ", "ER", "EE", "ET", "FK", "FO", "FJ", "FI", "FR", "GF", "PF", "TF", "GA", "GM", "GH", "GI", "GR", "GL", "GD", "GP", "GU", "GT", "GG", "GN", "GW", "GY", "HT", "HM", "VA", "HN", "HK", "HU", "IS", "IN", "ID", "IR", "IQ", "IE", "IM", "IL", "IT", "JM", "JP", "JE", "JO", "KZ", "KE", "KI", "KP", "KR", "KW", "KG", "LA", "LV", "LB", "LS", "LR", "LY", "LI", "LT", "LU", "MO", "MK", "MG", "MW", "MY", "MV", "ML", "MT", "MH", "MQ", "MR", "MU", "YT", "MX", "FM", "MD", "MC", "MN", "ME", "MS", "MA", "MZ", "MM", "NA", "NR", "NP", "NL", "NC", "NZ", "NI", "NE", "NG", "NU", "NF", "MP", "NO", "OM", "PK", "PS", "PA", "PG", "PY", "PE", "PH", "PN", "PL", "PT", "PR", "QA", "RO", "RS", "RU", "RW", "BL", "SH", "KN", "LC", "MF", "PM", "VC", "WS", "SM", "ST", "SA", "SN", "RS", "SC", "SL", "SG", "SX", "SK", "SI", "SB", "SO", "ZA", "SS", "ES", "LK", "SD", "SR", "SJ", "SE", "CH", "SY", "TW", "TJ", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TK", "TF", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
Address	object	Business address details.
Address1	string	Street address or PO Box of the business. Size Range: 46
Address2	string	Optional Suite or apartment number of the business. Size Range: 46
City	string	City of the business. Size Range: 50
ProvinceOrState	string	Province or state name of the business. When the country code is US: 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" When the country code is CA: Allowed values "AB", "BC", "MB", "NB", "NL", "NT", "NS", "NU", "ON", "PE", "QC", "SK", "YT" Note: The size range is set to 50 for all countries except the United States and Canada.
ZipCd	String	ZIP code of the business. Size Range: 5-16
Country	String	2-character country code of the business. Allowed values "US", "AF", "AX", "AL", "DZ", "AS", "AD", "AO", "AI", "AQ", "AG", "AR", "AM", "AW", "AT", "AU", "AZ", "BS", "BH", "BD", "BB", "BY", "BE", "BZ", "BJ", "BM", "BT", "BO", "BQ", "BA", "BW", "BV", "BR", "IO", "BN", "BG", "BF", "BI", "KH", "CM", "CA", "CV", "KY", "CF", "TD", "CL", "CN", "CX", "CC", "CO", "KM", "CG", "CD", "CK", "CR", "CI", "HR", "CU", "CW", "CY", "CZ", "DK", "DJ", "DO", "DM", "EC", "EG", "SV", "GQ", "ER", "EE", "ET", "FK", "FO", "FJ", "FI", "FR", "GF", "PF", "TF", "GA", "GM", "GH", "GI", "GR", "GL", "GD", "GP", "GU", "GT", "GG", "GN", "GW", "GY", "HT", "HM", "VA", "HN", "HK", "HU", "IS", "IN", "ID", "IR", "IQ", "IE", "IM", "IL", "IT", "JM", "JP", "JE", "JO", "KZ", "KE", "KI", "KP", "KR", "KW", "KG", "LA", "LV", "LB", "LS", "LR", "LY", "LI", "LT", "LU", "MO", "MK", "MG", "MW", "MY", "MV", "ML", "MT", "MH", "MQ", "MR", "MU", "YT", "MX", "FM", "MD", "MC", "MN", "ME", "MS", "MA", "MZ", "MM", "NA", "NR", "NP", "NL", "NC", "NZ", "NI", "NE", "NG", "NU", "NF", "MP", "NO", "OM", "PK", "PS", "PA", "PG", "PY", "PE", "PH", "PN", "PL", "PT", "PR", "QA", "RO", "RS", "RU", "RW", "BL", "SH", "KN", "LC", "MF", "PM", "VC", "WS", "SM", "ST", "SA", "SN", "RS", "SC", "SL", "SG", "SX", "SK", "SI", "SB", "SO", "ZA", "SS", "ES", "LK", "SD", "SR", "SJ", "SE", "CH", "SY", "TW", "TJ", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TK", "TF", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
ContactDetails	object[]	Details of the person the IRS can contact regarding the given business.
FirstNm	string	First name of the contact person. Size Range: 20
MiddleNm	string	Optional Middle name of the contact person. Size Range: 20
LastNm	string	Last name of the contact person. Size Range: 20
Suffix	string	Optional The suffix of the contact person. Allowed values "Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"
Phone	string	Phone number of the contact person. Size Range: 10 digits
PhoneExtn	string	Optional Phone extension number. Size Range: 5
Fax	string	Optional Fax number of the contact person. Size Range: 10
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
ReturnManifest	object[]	Filing options for this record.
IsFederal	Boolean	Federal Filing for the return will be enabled when the value is True. Form 1099-R will be sent directly to the IRS.
IsState	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.
IsDistribution	Boolean	When TRUE, recipient distribution is enabled (postal mail / online access / email).
DistributionDetails	object[]	Distribution configuration. Required when `IsDistribution` is TRUE.
DistributionType	string	Recipient copy distribution type. Allowed values "POSTAL_ONLY", "ONLINE_ACCESS", "POSTAL_AND_ONLINE"
PostalType	string	Postal service type. Allowed values "USPS_FIRST_CLASS"
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.
Recipient	object	Object to identify recipient details.
RecipientId	Guid	A 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.
PayeeRef	string	Optional Your unique identifier for the recipient. Can replace `RecipientId` in future requests. Size Range: 50
TINDetails	object	Recipient TIN information.
Format	string	Specifies how the TIN is passed. Allowed values `"PLAIN_TIN"` - Pass TIN directly. "TOKENIZED_TIN" - Pass tokenized TIN.
TINType	string	TIN type of the recipient. Allowed values "EIN", "SSN", "ATIN", "ITIN", "NA"
TIN	string	The TIN value according to the Format selected.
IndividualNm	object	Required when `TINType` is `SSN`. Provide individual name fields instead of `BusinessNm`.
FirstNm	string	The first name of the individual. Size Range: 20
MiddleNm	string	Optional The middle name of the individual. Size Range: 20
LastNm	string	Last name of the individual. Size Range: 20
Suffix	string	Optional The suffix of the individual’s name. Allowed values "Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"
BusinessNm	string	Legal name of the recipient business. Required when TINType is EIN. Size Range: 75
NameCtrl	string	Name control of the business as registered with the IRS. Size Range: 3-4
DBADetails	Object	Optional DBA (Doing Business As) information.
DBAId	GUID	TaxBandits-generated DBA identifier. Returned in the response.
DBANm	String	Name of the DBA. Size Range: 75
DBARef	String	Your unique identifier for this DBA. 1-50 characters
Address	object[]	Address information of DBA
Address1	String	Street address or PO Box. Max 46 characters
Address2	String	Optional Suite or apartment number. Max 46 characters
City	String	DBA’s city. Max 50 characters
ProvinceOrState	String	DBA’s province or state name. When the country code is US : 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", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP" When the country code is CA: Allowed values "AB", "BC", "MB", "NB", "NL", "NT", "NS", "NU", "ON", "PE", "QC", "SK", "YT" Note: The size range is set to 50 for all countries except the United States and Canada.
ZipCd	String	DBA’s ZIP code. 5 - 16 characters
Country	String	DBA’s 2-character country code. Allowed values "US", "AF", "AX", "AL", "DZ", "AS", "AD", "AO", "AI", "AQ", "AG", "AR", "AM", "AW", "AT", "AU", "AZ", "BS", "BH", "BD", "BB", "BY", "BE", "BZ", "BJ", "BM", "BT", "BO", "BQ", "BA", "BW", "BV", "BR", "IO", "BN", "BG", "BF", "BI", "KH", "CM", "CA", "CV", "KY", "CF", "TD", "CL", "CN", "CX", "CC", "CO", "KM", "CG", "CD", "CK", "CR", "CI", "HR", "CU", "CW", "CY", "CZ", "DK", "DJ", "DO", "DM", "EC", "EG", "SV", "GQ", "ER", "EE", "ET", "FK", "FO", "FJ", "FI", "FR", "GF", "PF", "TF", "GA", "GM", "GH", "GI", "GR", "GL", "GD", "GP", "GU", "GT", "GG", "GN", "GW", "GY", "HT", "HM", "VA", "HN", "HK", "HU", "IS", "IN", "ID", "IR", "IQ", "IE", "IM", "IL", "IT", "JM", "JP", "JE", "JO", "KZ", "KE", "KI", "KP", "KR", "KW", "KG", "LA", "LV", "LB", "LS", "LR", "LY", "LI", "LT", "LU", "MO", "MK", "MG", "MW", "MY", "MV", "ML", "MT", "MH", "MQ", "MR", "MU", "YT", "MX", "FM", "MD", "MC", "MN", "ME", "MS", "MA", "MZ", "MM", "NA", "NR", "NP", "NL", "NC", "NZ", "NI", "NE", "NG", "NU", "NF", "MP", "NO", "OM", "PK", "PS", "PA", "PG", "PY", "PE", "PH", "PN", "PL", "PT", "PR", "QA", "RO", "RS", "RU", "RW", "BL", "SH", "KN", "LC", "MF", "PM", "VC", "WS", "SM", "ST", "SA", "SN", "RS", "SC", "SL", "SG", "SX", "SK", "SI", "SB", "SO", "ZA", "SS", "ES", "LK", "SD", "SR", "SJ", "SE", "CH", "SY", "TW", "TJ", "TZ", "TH", "TO", "TL", "TN", "TD", "TS", "TU", "TK", "TF", "TV", "UG", "UP", "AE", "UK", "UY", "UZ", "NH", "VE", "VM", "VQ", "WQ", "WF", "WI", "YM", "ZA", "ZI"
DOB	String	Optional Date of Birth of the recipient. Format: MM/DD/YYYY
Address	Object	Primary address of the recipient.
Address1	String	Street address or PO Box of the recipient. Size Range: 46
Address2	String	Optional Suite or apartment number of the recipient. Size Range: 46
City	String	City of the recipient. Size Range: 50
ProvinceOrState	String	Province or state name of the recipient. When the country code is US : 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", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP" When the country code is CA: Allowed values "AB", "BC", "MB", "NB", "NL", "NT", "NS", "NU", "ON", "PE", "QC", "SK", "YT" Note: The size range is set to 50 for all countries except the United States and Canada.
ZipCd	String	ZIP code of the recipient. Size Range: 5 - 16
Country	String	2-character country code of the recipient. 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", "US", "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", "MP", "MU", "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"
Email	string	Email address of the recipient. Size Range: 100 Note: Required if the DistributionType is `ONLINE_ACCESS` is set to true
Fax	string	Optional Fax number of the recipient. Size Range: 10
Phone	string	Optional Phone number of the recipient. Size Range: 10
RFormData	object	Recipient's Form 1099-R information.
GrossDistribution	number	Gross Distribution - Get at least one distribution code. Size Range: 0-9999999999.99
TaxableAmt	number	Taxable Amount - Gets the Taxable Amount Size Range: 0-9999999999.99
IsTaxableAmtNotDetermined	Boolean	When True, the taxable amount of the payment entered for Gross distribution cannot be computed.
IsTotalDistribution	Boolean	When True, the payment shown in gross Distribution Amount is a total distribution that closes out the account.
CapitalGain	number	Capital Gain - Get the amount from a charitable gift annuity that is taxable as a capital gain. Size Range: 0-9999999999.99
FedTaxWH	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.
EmpContribution	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
NUA	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
DistCodes	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", "Y4","Y7", "YK", "Y"
IsIRASEPSIMPLE	Boolean	When True, it is a traditional IRA, SEP, or SIMPLE distribution or Roth conversion.
IsTrumpAccount	Boolean	Trump Account Indicator - When True, indicates that the distribution is associated with a Trump Account.
ExcessContrib	number	Get the amount of excess contributions or excess deferrals distributed to the recipient. Size Range: 0-9999999999.99
Other	number	Get the current actuarial value of an annuity contract that is part of a lump-sum distribution. Size Range: 0-9999999999.99
OtherPercentage	number	Get the percentage of the total annuity contract.
TotDistPercentage	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
TotEmpContribution	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
AmtToIRR5Years	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
DesigRoth1stYear	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
IsFATCAFiling	Boolean	When true, there is a FATCA Filing Requirement.
DateOfPayment	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
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

Response Body

Field	Type	Description
BusinessId	Guid	Unique identifier generated by TaxBandits. Store this for use in all subsequent requests.
PayerRef	string	Your unique identifier for the payer, as provided in the request.
DBARef	string	Your unique identifier for the DBA.
DBAId	Guid	Unique identifier generated for the DBA.
ScheduleFiling	object	Returns the date of the schedule filing.
EFileDate	string	Date of the schedule filing to know when the return to be filed to the IRS.
Form1099Type	string	Denotes the type of 1099 form.
Form1099Records	Guid	Contains Form 1099-R records with success and error statuses.
SuccessRecords	object[]	It will show the 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.
RecordId	Guid	An unique identifier generated by TaxBandits when a 1099-R return is created.
RecipientId	Guid	A unique reference ID for the submission that can be used to identify a particular record.
PayeeRef	string	Your unique identifier for the recipient, as provided in the request.
AccountNum	string	Account number of Payer having multiple accounts for a recipient for whom more than one Form 1099-R is filed.
Federal	object	Returns the record status and StatusTs of the federal return.
Status	string	Status of the operation.
StatusTs	string	Date and time of the return created.
Info	string	Returns information about the Federal Filing service.
State	object[]	Returns a collection of state return 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.
StatusCd	string	Date and time of the postal creation.
StatusTs	string	Date and time of the return created.
Info	string	Returns the information about the return processed for the state.
Distribution	object[]	Returns information about the distribution.
DistributionType	string	Returns the distribution method used.
Postal	object[]	Returns information about postal mailing.
PostalType	string	Returns the postal service used.
Status	string	Returns the Postal status.
StatusCd	string	Detailed status code.
StatusTs	string	Date and time of the postal created.
Info	string	Returns the information about the postal order.
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.
	object[]	It will show the detailed information about the error status of Form 1099-R Records.
SequenceId	string	A unique reference ID for the submission that can be used to identify a particular DBA. The Sequence ID will be returned in the Response for your reference.
RecordId	Guid	Unique identifier of a record.
Errors	object[]	Validation error details.
Id	string	Validation error code.
Name	string	Name of the validation rule that failed.
Message	string	Clear description of what went wrong and how to fix it.
Errors	object[]	Top-level request errors if the entire request cannot be processed.
Id	string	Validation error code.
Name	string	Name of the validation rule that failed.
Message	string	Clear description of what went wrong and how to fix it.

Request JSON

Sample	Description	Action
Sample 1	Business – EIN, Recipient – SSN (Individual)
Sample 2	Business – SSN (Individual), Recipient – EIN
Sample 3	1099R Using the Tokenized TIN
Sample 4	Multiple 1099 R’s in the Single Payload
Sample 5	1099 R Using the BusinessId and RecipientId
Sample 6	Filing Another 1099 R with same Data with IsForced Set as True
Sample 7	Sample with State Only Filing

Sample 1

{
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": true,
    "IsState": true,
    "IsDistribution": true,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": false,
    "ScheduleFiling": null
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": null,
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564874"
      },
      "IndividualNm": null,
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": null,
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5782"
        },
        "BusinessNm": null,
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": null
        },
        "DBADetails": null,
        "Address": {
          "Address1": "789 Market Street",
          "Address2": "Suite 1200",
          "City": "San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": 2563,
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": true,
        "IsTotalDistribution": false,
        "CapitalGain": 880.8,
        "FedTaxWH": 90,
        "EmpContribution": 3450,
        "NUA": 4,
        "DistCodes": "5",
        "IsSIRASEPSIMPLE": true,
        "IsTrumpAccount": true,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 6780,
        "AmtToIRR5Years": 897,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": false,
        "DateOfPayment": "12/3/2020",
        "AccountNum": "9252",
        "States": [
          {
            "StateCd": "CA",
            "StateWH": 15.56,
            "StateDistribution": 100,
            "StateIdNum": "999999992",
            "LocalDistribution": 300.23,
            "LocalTax": 100.45,
            "LocalityNm": "Pristine"
          }
        ]
      }
    }
  ]
}

Response JSON

Response	Description	Action
200	Success Response - You'll get the below response when the request is processed successfully.
207	Multi-status Response - You'll get the below response when multiple statuses are included.
400	Bad Request Response - You'll get the below response when your API requests contain any validation errors
401	Unauthorized Response - You'll get the below response when your API requests don't contain valid authentication credentials.

Response: 200

{
  "StatusCode": 200,
  "SubmissionId": "f9f1c63f-0573-46ec-bab6-dafa14200c85",
  "ScheduleFiling": null,
  "BusinessId": "0780f899-e363-4aa1-8f25-6ddda48e0959",
  "PayerRef": null,
  "DBARef": null,
  "DBAId": null,
  "Form1099Type": "R",
  "Form1099Records": {
    "SuccessRecords": [
      {
        "SequenceId": "1",
        "RecordId": "d29b9c2a-536c-4a07-b7ae-320d15d33748",
        "RecipientId": "7d10e645-0f7e-4400-9a37-2a29fd87046a",
        "PayeeRef": null,
        "DBARef": null,
        "DBAId": null,
        "AccountNum": "9252",
        "Federal": {
          "Status": "CREATED",
          "StatusCd": "FED_001",
          "StatusTs": "2026-07-27 09:38:10 -04:00",
          "Info": null,
          "Errors": null
        },
        "State": [
          {
            "StateCd": "CA",
            "Status": "CREATED",
            "StatusCd": "STATE_001",
            "StatusTs": "2026-07-27 09:38:10 -04:00",
            "Info": "State filing will be submitted via CF/SF",
            "Errors": null
          }
        ],
        "Distribution": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "Postal": {
            "PostalType": "USPS_FIRST_CLASS",
            "Status": "CREATED",
            "StatusCd": "POSTAL_001",
            "StatusTs": "2026-07-27 09:38:10 -04:00",
            "Info": "Postal order created"
          },
          "OnlineAccess": {
            "Status": "CREATED",
            "StatusCd": "ONLINE_001",
            "Email": "david.thompson@sample.com",
            "Info": null
          }
        }
      }
    ],
    "ErrorRecords": null
  },
  "Errors": null
}

package main

import (
  "fmt"
  "io"
  "net/http"
  "strings"
)

func main() {
  url := "<APIURL>/v2.0.0/Form1099r/create"
  method := "POST"

  payload := strings.NewReader(`{
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": true,
    "IsState": true,
    "IsDistribution": true,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": false,
    "ScheduleFiling": null
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": null,
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564875"
      },
      "IndividualNm": null,
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": null,
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5789"
        },
        "BusinessNm": null,
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": null
        },
        "DBADetails": null,
        "Address": {
          "Address1": "780 Market Street",
          "Address2": "Suite 1200",
          "City": "San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": "2563",
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": true,
        "IsTotalDistribution": false,
        "CapitalGain": 880,
        "FedTaxWH": 90,
        "EmpContribution": 0,
        "NUA": 0,
        "DistCodes": "1",
        "IsSIRASEPSIMPLE": false,
        "IsTrumpAccount": true,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 0,
        "AmtToIRR5Years": 0,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": false,
        "DateOfPayment": "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"
          }
        ]
      }
    }
  ]
}`)

  client := &http.Client{}

  req, err := http.NewRequest(method, url, payload)
  if err != nil {
    fmt.Println("Error creating request:", err)
    return
  }

  req.Header.Add("Authorization", "<ACCESS_TOKEN>")
  req.Header.Add("Content-Type", "application/json")

  res, err := client.Do(req)
  if err != nil {
    fmt.Println("Error sending request:", err)
    return
  }
  defer res.Body.Close()

  body, err := io.ReadAll(res.Body)
  if err != nil {
    fmt.Println("Error reading response:", err)
    return
  }

  fmt.Println(string(body))
}

import http.client
import json

conn = http.client.HTTPSConnection("<APIURL>")
payload = json.dumps({
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": True,
    "IsState": True,
    "IsDistribution": True,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": False,
    "ScheduleFiling": None
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": None,
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564875"
      },
      "IndividualNm": None,
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": None,
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": True,
        "IsState": True,
        "IsDistribution": True,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": False
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5789"
        },
        "BusinessNm": None,
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": None
        },
        "DBADetails": None,
        "Address": {
          "Address1": "780 Market Street",
          "Address2": "Suite 1200",
          "City": " San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": "2563",
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": True,
        "IsTotalDistribution": False,
        "CapitalGain": 880,
        "FedTaxWH": 90,
        "EmpContribution": 0,
        "NUA": 0,
        "DistCodes": "1",
        "IsSIRASEPSIMPLE": False,
        "IsTrumpAccount": True,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 0,
        "AmtToIRR5Years": 0,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": False,
        "DateOfPayment": "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"
          }
        ]
      }
    }
  ]
})
headers = {
  'Authorization': '<ACCESS_TOKEN>',
  'Content-Type': 'application/json'
}
conn.request("POST", "/v2.0.0/Form1099r/create", payload, headers)
res = conn.getresponse()
data = res.read()
print(data.decode("utf-8"))

var client = new HttpClient();
var request = new HttpRequestMessage(HttpMethod.Post, "<APIURL>/v2.0.0/Form1099r/create");
request.Headers.Add("Authorization", "<ACCESS_TOKEN>");
var content = new StringContent("{
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": true,
    "IsState": true,
    "IsDistribution": true,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": false,
    "ScheduleFiling": null
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": null,
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564875"
      },
      "IndividualNm": null,
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": null,
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5789"
        },
        "BusinessNm": null,
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": null
        },
        "DBADetails": null,
        "Address": {
          "Address1": "780 Market Street",
          "Address2": "Suite 1200",
          "City": " San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": "2563",
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": true,
        "IsTotalDistribution": false,
        "CapitalGain": 880,
        "FedTaxWH": 90,
        "EmpContribution": 0,
        "NUA": 0,
        "DistCodes": "1",
        "IsSIRASEPSIMPLE": false,
        "IsTrumpAccount": true,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 0,
        "AmtToIRR5Years": 0,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": false,
        "DateOfPayment": "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"
          }
        ]
      }
    }
  ]
}", null, "application/json");
request.Content = content;
var response = await client.SendAsync(request);
response.EnsureSuccessStatusCode();
Console.WriteLine(await response.Content.ReadAsStringAsync());

require "uri"
require "json"
require "net/http"

url = URI("<APIURL>/v2.0.0/Form1099r/create")

http = Net::HTTP.new(url.host, url.port);
request = Net::HTTP::Post.new(url)
request["Authorization"] = "<ACCESS_TOKEN>"
request["Content-Type"] = "application/json"
request.body = JSON.dump({
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": true,
    "IsState": true,
    "IsDistribution": true,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": false,
    "ScheduleFiling": "nil"
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": "nil",
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564875"
      },
      "IndividualNm": "nil",
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": "nil",
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5789"
        },
        "BusinessNm": "nil",
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": "nil"
        },
        "DBADetails": "nil",
        "Address": {
          "Address1": "780 Market Street",
          "Address2": "Suite 1200",
          "City": " San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": "2563",
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": true,
        "IsTotalDistribution": false,
        "CapitalGain": 880,
        "FedTaxWH": 90,
        "EmpContribution": 0,
        "NUA": 0,
        "DistCodes": "1",
        "IsSIRASEPSIMPLE": false,
        "IsTrumpAccount": true,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 0,
        "AmtToIRR5Years": 0,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": false,
        "DateOfPayment": "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 = http.request(request)
puts response.read_body

OkHttpClient client = new OkHttpClient().newBuilder()
  .build();
MediaType mediaType = MediaType.parse("application/json");
RequestBody body = RequestBody.create(mediaType, "{
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": true,
    "IsState": true,
    "IsDistribution": true,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": false,
    "ScheduleFiling": null
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": null,
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564875"
      },
      "IndividualNm": null,
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": null,
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5789"
        },
        "BusinessNm": null,
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": null
        },
        "DBADetails": null,
        "Address": {
          "Address1": "780 Market Street",
          "Address2": "Suite 1200",
          "City": " San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": "2563",
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": true,
        "IsTotalDistribution": false,
        "CapitalGain": 880,
        "FedTaxWH": 90,
        "EmpContribution": 0,
        "NUA": 0,
        "DistCodes": "1",
        "IsSIRASEPSIMPLE": false,
        "IsTrumpAccount": true,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 0,
        "AmtToIRR5Years": 0,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": false,
        "DateOfPayment": "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"
          }
        ]
      }
    }
  ]
}");
Request request = new Request.Builder()
  .url("<APIURL>/v2.0.0/Form1099r/create")
  .method("POST", body)
  .addHeader("Authorization", "<ACCESS_TOKEN>")
  .addHeader("Content-Type", "application/json")
  .build();
Response response = client.newCall(request).execute();

curl --location '<APIURL>/v2.0.0/Form1099r/create' --header 'Authorization: <ACCESS_TOKEN>' --header 'Content-Type: application/json' --data-raw '{
  "SubmissionManifest": {
    "TaxYear": "2026",
    "IsFederal": true,
    "IsState": true,
    "IsDistribution": true,
    "DistributionDetails": {
      "DistributionType": "POSTAL_AND_ONLINE",
      "PostalType": "USPS_FIRST_CLASS"
    },
    "IsScheduleFiling": false,
    "ScheduleFiling": null
  },
  "ReturnHeader": {
    "Business": {
      "BusinessId": null,
      "TINDetails": {
        "Format": "PLAIN_TIN",
        "TINType": "EIN",
        "TIN": "72-5564875"
      },
      "IndividualNm": null,
      "BusinessNm": "Horizon LLC",
      "NameCtrl": "HORI",
      "DBADetails": null,
      "Address": {
        "Address1": "2500 Horizon Parkway",
        "Address2": "Suite 200",
        "City": "Plano",
        "ProvinceOrState": "TX",
        "ZipCd": "75024",
        "Country": "US"
      },
      "ContactDetails": {
        "FirstNm": "Michael",
        "MiddleNm": "A",
        "LastNm": "Carter",
        "Suffix": "Jr",
        "Phone": "9725550100",
        "PhoneExtn": "205",
        "Email": "horizonllc@sample.com",
        "Fax": "9725550199"
      }
    }
  },
  "ReturnData": [
    {
      "SequenceId": "1",
      "ReturnManifest": {
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "TINDetails": {
          "Format": "PLAIN_TIN",
          "TINType": "SSN",
          "TIN": "321-44-5789"
        },
        "BusinessNm": null,
        "NameCtrl": "THOM",
        "IndividualNm": {
          "FirstNm": "David",
          "MiddleNm": "R",
          "LastNm": "Thompson",
          "Suffix": null
        },
        "DBADetails": null,
        "Address": {
          "Address1": "780 Market Street",
          "Address2": "Suite 1200",
          "City": " San Francisco",
          "ProvinceOrState": "CA",
          "ZipCd": "94103",
          "Country": "US"
        },
        "Email": "david.thompson@sample.com",
        "Fax": "2145550199",
        "Phone": "2145550100"
      },
      "RFormData": {
        "GrossDistribution": "2563",
        "TaxableAmt": 0,
        "IsTaxableAmtNotDetermined": true,
        "IsTotalDistribution": false,
        "CapitalGain": 880,
        "FedTaxWH": 90,
        "EmpContribution": 0,
        "NUA": 0,
        "DistCodes": "1",
        "IsSIRASEPSIMPLE": false,
        "IsTrumpAccount": true,
        "ExcessContrib": 880,
        "Other": 80,
        "OtherPercentage": 99,
        "TotDistPercentage": 99,
        "TotEmpContribution": 0,
        "AmtToIRR5Years": 0,
        "DesigRoth1stYear": 1901,
        "IsFATCAFiling": false,
        "DateOfPayment": "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"
          }
        ]
      }
    }
  ]
}'

W-9/W-8 Automation

1099 Automation

TIN Matching

W-2 Automation

941/940 Automation

1098-T Automation

ACA Automation

Extension Automation

1042-S Automation

Supported Forms

Gig Software

Payroll Software

Affiliate Software

HOA Software

Reselling Platform

HCM Providers

Property Management

Healthcare Market Research Platforms

Create

Create

Filing services​

Distribution services​

Request Body

Response Body

Sample 1

Response: 200

Filing services

Distribution services