Version: 2.0.0

Get

Use this endpoint to retrieve a 1099-R submission and its records. Provide the SubmissionId to retrieve the whole submission, optionally narrowing to a specific RecordId.

The response includes the full payer, recipient, and form data as originally submitted — useful for audit trails and displaying return details in your application.

GET form1099r/get

Run in Postman

Request Body

Field	Type	Description
SubmissionId	Guid	An unique identifier generated by TaxBandits when a 1099-R return is created. Mention the Form 1099-R return's Submission ID that you want to get.
RecordIds	Guid[]	An unique identifier generated by TaxBandits when a 1099-R return is created. Mention the Form 1099-R return's Record ID that you want to get.

Response Body

Field	Type	Description
Form1099Records	object[]	Contains information about Form 1099-R returns.
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 Allowed values: "2025", "2026"
IsFederal	Boolean	Federal Filing will be enabled when the value is True. Form 1099-R will be sent directly to the IRS.
IsState	Boolean	State Filing 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"
IsScheduleFiling	Boolean	When true, schedule filing services will be provided 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	First name of the individual.
MiddleNm	string	Middle name of the individual.
LastNm	string	Last name of the individual.
Suffix	string	The suffix of the individual's name.
BusinessNm	string	Legal name of the business. Required when TINType is EIN.
NameCtrl	string	Name control of the business as registered with the IRS.
DBADetails	object[]	DBA (Doing Business As) information. Optional at creation — additional DBAs can be added later via AddDBA.
DBANm	string	Name of the DBA.
DBARef	string	Your unique identifier for this DBA.
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.
Address2	string	Suite or apartment number.
City	string	DBA's city.
ProvinceOrStateNm	string	DBA's province or state name.
Zipcd	string	DBA's ZIP code.
Country	string	DBA's 2-character country code.
Email	string	Email address of the Business
Address	object	Primary address of the business
Address1	string	Street address or PO Box of the business.
Address2	string	Suite or apartment number of the business.
City	string	City of the business.
ProvinceOrStateNm	string	Province or state name of the business.
ZipCd	string	ZIP code of the business.
Country	string	2-character country code of the business.
ContactDetails	object[]	Details of the person the IRS can contact regarding this business.
FirstNm	string	First name of the contact person.
MiddleNm	string	Middle name of the contact person.
LastNm	string	Last name of the contact person.
Suffix	string	The suffix of the contact person.
Phone	string	Phone number of the contact person
PhoneExtn	string	Phone extension number.
Email	string	Email address of the contact person.
Fax	string	Fax number of the contact person.
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.
RecordId	Guid	Unique 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.
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.
PostalType	string	Postal service type.
IsForced	Boolean	When TRUE, TaxBandits does not verify for duplicates and will create a new return for the recipient, even if it comprises the same amount as in previously filed returns. For more information on duplicate handling for Form 1099s, please click here.
Recipient	object	Object to identify the 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.
TINDetails	object	Recipient TIN information.
Format	string	Specifies how the TIN is passed.
TINType	string	Specify the TIN type of the recipient. Allowed values "EIN", "SSN", "ATIN", "ITIN", "NA"
TIN	string	The TIN value, formatted according to the Format field selected.
IndividualNm	Object	Required when TINType is SSN, ITIN, or ATIN. Provide individual name fields instead of BusinessNm.
FirstNm	String	The first name of the individual.
MiddleNm	String	The middle name of the individual.
LastNm	String	The last name of the individual.
Suffix	String	The suffix of the individual's name.
BusinessNm	string	Legal name of the recipient business. Required when TINType is EIN.
NameCtrl	string	Name control of the business as registered with the IRS.
DBADetails	Object	Optional DBA (Doing Business As) information. Optional at creation — additional DBAs can be added later via AddDBA.
DBAId	GUID	TaxBandits-generated DBA identifier. Returned in the response.
DBANm	String	Name of the DBA.
DBARef	String	Your unique identifier for this DBA.
Address	Object	Address information of DBA
Address1	String	Street address or PO Box.
Address2	String	Suite or apartment number.
City	String	DBA's city.
ProvinceOrState	String	DBA's province or state name.
ZipCd	String	DBA's ZIP code.
Country	String	DBA's 2-character country code.
DOB	String	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. Max 46 characters
Address2	String	Suite or apartment number of the recipient.
City	String	City of the recipient.
ProvinceOrState	String	Province or state name of the recipient.
ZipCd	String	ZIP code of the recipient.
Country	String	2-character country code of the recipient.
Email	String	Email address of the recipient.
Fax	String	Fax number of the recipient.
Phone	String	Phone number of the recipient.
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

Request Params

Sample	Description	Action
Sample 1	Query Params - Use the SubmissionId alone to get the full submission, or include RecordId to get a specific record.

Sample 1

form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75,519a84f4-5e56-496a-82f3-18f51fdf3d75

Response JSON

Response	Description	Action
200	Success Response - This is a sample response for a successful get request.

Response: 200

{
  "Form1099Records": [
    {
      "SubmissionManifest": {
        "SubmissionId": "e50c27b8-631c-45f0-be19-f786fc69ba60",
        "TaxYear": "2026",
        "IsFederal": true,
        "IsState": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_AND_ONLINE",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsScheduleFiling": true,
        "ScheduleFiling": {
          "EfileDate": "01/25/2026"
        }
      },
      "ReturnHeader": {
        "Business": {
          "PayerRef": "Snow123",
          "BusinessId": null,
          "IsDefaultBusiness": true,
          "TINDetails": {
            "Format": "PLAIN_TIN",
            "TINType": "EIN",
            "TIN": "45-9875461"
          },
          "IndividualNm": {
            "FirstNm": "James",
            "MiddleNm": "A",
            "LastNm": "Anderson",
            "Suffix": "Jr"
          },
          "BusinessNm": "Snowdaze LLC",
          "NameCtrl": "SNOW",
          "DBADetails": {
            "DBANm": "Iceberg Icecreams",
            "DBARef": "DBA1001",
            "DBAId": null,
            "IsDefaultDBA": true,
            "Address": {
              "Address1": "123 Main St",
              "Address2": "Suite 1001",
              "City": "Rock Hill",
              "ProvinceOrState": "SC",
              "ZipCd": "29730",
              "Country": "US"
            }
          },
          "Email": "james@sample.com",
          "Address": {
            "Address1": "123 Main St",
            "Address2": "Suite 1001",
            "City": "Rock Hill",
            "ProvinceOrState": "SC",
            "ZipCd": "29730",
            "Country": "US"
          },
          "ContactDetails": {
            "FirstNm": "James",
            "MiddleNm": "A",
            "LastNm": "Anderson",
            "Suffix": "Jr",
            "Phone": "8035551234",
            "PhoneExtn": "101",
            "Email": "contact@snowdaze.com",
            "Fax": "8035555678"
          }
        }
      },
      "ReturnData": [
        {
          "SequenceId": "1",
          "RecordId": "cfd6fe66-ac9f-49f7-b8a3-2d064abeeb9b",
          "IsFederal": true,
          "IsState": true,
          "IsDistribution": true,
          "DistributionDetails": {
            "DistributionType": "SMART_MAIL",
            "PostalType": "USPS_FIRST_CLASS"
          },
          "IsForced": false,
          "Recipient": {
            "PayeeRef": "DAI001",
            "TINDetails": {
              "Format": "PLAIN_TIN",
              "TINType": "EIN",
              "TIN": "45-9875461"
            },
            "IndividualNm": {
              "FirstNm": "James",
              "MiddleNm": "A",
              "LastNm": "Anderson",
              "Suffix": "Jr",
              "DOB": null
            },
            "BusinessNm": "Snowdaze LLC",
            "NameCtrl": "SNOW",
            "DBADetails": {
              "DBANm": "Iceberg Icecreams",
              "DBARef": "DBA1001",
              "Address": {
                "Address1": "123 Main St",
                "Address2": "Suite 1001",
                "City": "Rock Hill",
                "ProvinceOrState": "SC",
                "ZipCd": "29730",
                "Country": "US"
              }
            },
            "Address": {
              "Address1": "123 Main St",
              "Address2": "Suite 1001",
              "City": "Rock Hill",
              "ProvinceOrState": "SC",
              "ZipCd": "29730",
              "Country": "US"
            },
            "Email": "shawn@sample.com",
            "Fax": "6634567890",
            "Phone": "9634567890"
          },
          "RFormData": {
            "GrossDistribution": "2563",
            "TaxableAmt": 0,
            "IsTaxableAmtNotDetermined": true,
            "IsTotalDistribution": false,
            "CapitalGain": 880,
            "FedTaxWH": 90,
            "EmpContribution": 0,
            "NUA": 0,
            "DistCodes": "1",
            "IsSIRASEPSIMPLE": false,
            "IsTrumpAccount": false,
            "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"
              }
            ]
          }
        }
      ],
      "StateReconData": null
    }
  ],
  "Errors": null
}

  package main

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

  func main() {
      url := "<APIURL>/v2.0.0/form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75%2C519a84f4-5e56-496a-82f3-18f51fdf3d75"
      method := "GET"

      client := &http.Client{}

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

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

      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))
  }

  const axios = require('axios');
  let data = '';

  let config = {
  method: 'get',
  maxBodyLength: Infinity,
  url: '<APIURL>/v2.0.0/form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75,519a84f4-5e56-496a-82f3-18f51fdf3d75',
  headers: { 
      'Content-Type': 'application/json', 
      'Authorization': '<ACCESS_TOKEN>'
  },
  data : data
  };

  axios.request(config)
  .then((response) => {
  console.log(JSON.stringify(response.data));
  })
  .catch((error) => {
  console.log(error);
  });

  import http.client
  import json

  conn = http.client.HTTPSConnection("<APIURL>")
  payload = ''
  headers = {
  'Content-Type': 'application/json',
  'Authorization': '<ACCESS_TOKEN>'
  }
  conn.request("GET", "/v2.0.0/form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75,519a84f4-5e56-496a-82f3-18f51fdf3d75", payload, headers)
  res = conn.getresponse()
  data = res.read()
  print(data.decode("utf-8"))

  var client = new HttpClient();
  var request = new HttpRequestMessage(HttpMethod.Get, "<APIURL>/v2.0.0/form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75,519a84f4-5e56-496a-82f3-18f51fdf3d75");
  request.Headers.Add("Authorization", "<ACCESS_TOKEN>");
  var content = new StringContent("", 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/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75,519a84f4-5e56-496a-82f3-18f51fdf3d75")

  http = Net::HTTP.new(url.host, url.port);
  request = Net::HTTP::Get.new(url)
  request["Content-Type"] = "application/json"
  request["Authorization"] = "<ACCESS_TOKEN>"

  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, "");
  Request request = new Request.Builder()
  .url("<APIURL>/v2.0.0/form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75,519a84f4-5e56-496a-82f3-18f51fdf3d75")
  .method("GET", body)
  .addHeader("Content-Type", "application/json")
  .addHeader("Authorization", "<ACCESS_TOKEN>")
  .build();
  Response response = client.newCall(request).execute();

  curl --location '<APIURL>/v2.0.0/form1099r/get?submissionid=519a84f4-5e56-496a-82f3-18f51fdf3d75&RecordIds=519a84f4-5e56-496a-82f3-18f51fdf3d75%2C519a84f4-5e56-496a-82f3-18f51fdf3d75'   --header 'Content-Type: application/json'   --header 'Authorization: <ACCESS_TOKEN>'   --data ''

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

Get

Get

Request Body

Response Body

Sample 1

Response: 200