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Version: 2.0.0

Update

Update

This endpoint can be used to update the details on an existing 1099-R return or to add additional returns under the same SubmissionId. Your request JSON must include the SubmissionId and RecordId of the return you want to modify.

Key points​

  • You cannot update a return once it has been transmitted, unless the return is in a Scheduled status. Scheduled forms can be updated until 11:59 PM ET of the previous day.
  • The TaxYear of a submission cannot be changed once created. All other fields can be updated.
POST form1099r/update
Run in Postman

Request Body

FieldTypeDescription
SubmissionManifestobject[]SubmissionManifest provides brief information about a particular submission on the whole.
It contains information like
- Submission ID
- Tax Year
- IsScheduleFiling & ScheduleFiling service details
TaxYearstringTax year of Form 1099-R to be filed.
Allowed values

"2025", "2026"

IsFederalBooleanFederal Filing will be enabled when the value is True. Form 1099-R will be sent directly to the IRS.
IsStateBooleanState 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.
IsDistributionBooleanWhen TRUE, recipient distribution is enabled (postal mail / online access/email).
DistributionDetailsobject[]Distribution configuration. Required when IsDistribution is TRUE.
DistributionTypestringRecipient copy distribution type.
Allowed values

"POSTAL_ONLY", "ONLINE_ACCESS", "POSTAL_AND_ONLINE"

PostalTypestringPostal service type.
Allowed values

"USPS_FIRST_CLASS"

IsScheduleFilingBooleanWhen true, schedule filing services will be enabled for Form 1099-R returns under this submission.
ScheduleFilingobject[]Contains the preferred date to submit the returns to the IRS.
Note: Required only when IsScheduleFiling is True.
EfileDatestringDate of Schedule Filing. Enter the date in the format: MM/DD/YYYY or MM-DD-YYYY
Example: 01/25/2026 or 01-25-2026
ReturnHeaderobjectContains information about the Business details.
   BusinessobjectObject to identify the Business Details.
      BusinessIdGuidUse 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.
      PayerRefstringOptional Your unique identifier for the payer. Can replace BusinessId in future requests.
Size Range: 50
      IsDefaultBusinessBooleanWhen set to TRUE, this business will be set as the default across requests that do not specify a business.
      TINDetailsobjectTIN information for the business.
         FormatstringSpecifies how the TIN is passed.
Allowed values

"PLAIN_TIN" — Pass TIN directly.
"TOKENIZED_TIN" - Pass tokenized TIN.

         TINTypestringSpecify the TIN type of the business.
Allowed values

"EIN", "SSN"

         TINstringThe TIN value according to the Format selected.
      IndividualNmobjectRequired when TINType is SSN. Provide individual name fields instead of BusinessNm.
         FirstNmstringThe first name of the individual.
Size Range: 20
         MiddleNmstringOptional Middle name of the individual.
Size Range: 20
         LastNmstringThe last name of the individual.
Size Range: 20
         SuffixstringOptional Suffix of the individual's name.
Allowed values

"Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"

      BusinessNmstringLegal name of the business. Required when TINType is EIN.
Size Range: 75
      NameCtrlstringName control of the business as registered with the IRS.
Size Range: 3-4
      DBADetailsobject[]Optional DBA (Doing Business As) information.
         DBANmstringName of the DBA.
Size Range: 75
         DBARefstringUnique identifier for the DBA.
Size Range: 1-50
         DBAIdGuidTaxBandits-generated DBA identifier. Returned in the response.
         IsDefaultDBABooleanWhen TRUE, marks this DBA as the default.
         Addressobject[]Address information of DBA.
            Address1stringStreet address or PO Box.
Size Range: 46
            Address2stringOptional Suite or apartment number.
Size Range: 46
            CitystringDBA's city.
Size Range: 50
            ProvinceOrStateNmStringDBA'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.
            ZipCdstringDBA's ZIP code.
Size Range: 5-16
            CountryStringDBA'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"

      AddressobjectBusiness address details.
         Address1stringStreet address or PO Box of the business.
Size Range: 46
         Address2stringOptional Suite or apartment number of the business.
Size Range: 46
         CitystringCity of the business.
Size Range: 50
         ProvinceOrStatestringProvince 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.
         ZipCdStringZIP code of the business.
Size Range: 5-16
         CountryString2-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"

      ContactDetailsobject[]Details of the person the IRS can contact regarding the given business.
         FirstNmstringFirst name of the contact person.
Size Range: 20
         MiddleNmstringOptional Middle name of the contact person.
Size Range: 20
         LastNmstringLast name of the contact person.
Size Range: 20
         SuffixstringOptional The suffix of the contact person.
Allowed values

"Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"

         PhonestringPhone number of the contact person.
Size Range: 10 digits
         PhoneExtnstringOptional Phone extension number.
Size Range: 5
         FaxstringOptional Fax number of the contact person.
Size Range: 10
ReturnDataobject[]Contains information about the recipient details and Form 1099-R details.
   SequenceIdstringA 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
   ReturnManifestobject[]Filing options for this record.
      IsFederalBooleanFederal Filing for the return will be enabled when the value is True. Form 1099-R will be sent directly to the IRS.
      IsStateBooleanState 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.
      IsDistributionBooleanWhen TRUE, recipient distribution is enabled (postal mail / online access / email).
      DistributionDetailsobject[]Distribution configuration. Required when IsDistribution is TRUE.
         DistributionTypestringRecipient copy distribution type.
Allowed values

"POSTAL_ONLY", "ONLINE_ACCESS", "POSTAL_AND_ONLINE"

         PostalTypestringPostal service type.
Allowed values

"USPS_FIRST_CLASS"

      IsForcedBooleanWhen 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.
   RecipientobjectObject to identify recipient details.
      RecipientIdGuidA 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.
      PayeeRefstringOptional Your unique identifier for the recipient. Can replace RecipientId in future requests.
Size Range: 50
      TINDetailsobjectRecipient TIN information.
         FormatstringSpecifies how the TIN is passed.
Allowed values

"PLAIN_TIN" - Pass TIN directly.
"TOKENIZED_TIN" - Pass tokenized TIN.

         TINTypestringTIN type of the recipient.
Allowed values

"EIN", "SSN", "ATIN", "ITIN", "NA"

         TINstringThe TIN value according to the Format selected.
      IndividualNmobjectRequired when TINType is SSN. Provide individual name fields instead of BusinessNm.
         FirstNmstringThe first name of the individual.
Size Range: 20
         MiddleNmstringOptional The middle name of the individual.
Size Range: 20
         LastNmstringLast name of the individual.
Size Range: 20
         SuffixstringOptional The suffix of the individual’s name.
Allowed values

"Jr", "Sr", "I", "II", "III", "IV", "V", "VI", "VII"

      BusinessNmstringLegal name of the recipient business. Required when TINType is EIN.
Size Range: 75
      NameCtrlstringName control of the business as registered with the IRS.
Size Range: 3-4
      DBADetailsObjectOptional DBA (Doing Business As) information.
         DBAIdGUIDTaxBandits-generated DBA identifier. Returned in the response.
         DBANmStringName of the DBA.
Size Range: 75
         DBARefStringYour unique identifier for this DBA.
1-50 characters
         Addressobject[]Address information of DBA
            Address1StringStreet address or PO Box.
Max 46 characters
            Address2StringOptional Suite or apartment number.
Max 46 characters
            CityStringDBA’s city.
Max 50 characters
            ProvinceOrStateStringDBA’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.
            ZipCdStringDBA’s ZIP code.
5 - 16 characters
            CountryStringDBA’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"

      DOBStringOptional Date of Birth of the recipient.
Format: MM/DD/YYYY
      AddressObjectPrimary address of the recipient.
         Address1StringStreet address or PO Box of the recipient.
Size Range: 46
         Address2StringOptional Suite or apartment number of the recipient.
Size Range: 46
         CityStringCity of the recipient.
Size Range: 50
         ProvinceOrStateStringProvince 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.
         ZipCdStringZIP code of the recipient.
Size Range: 5 - 16
         CountryString2-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"

      EmailstringEmail address of the recipient.
Size Range: 100
Note: Required if the DistributionType is ONLINE_ACCESS is set to true
      FaxstringOptional Fax number of the recipient.
Size Range: 10
      PhonestringOptional Phone number of the recipient.
Size Range: 10
   RFormDataobjectRecipient's Form 1099-R information.
      GrossDistributionnumberGross Distribution - Get at least one distribution code.
Size Range: 0-9999999999.99
      TaxableAmtnumberTaxable Amount - Gets the Taxable Amount
Size Range: 0-9999999999.99
      IsTaxableAmtNotDeterminedBooleanWhen True, the taxable amount of the payment entered for Gross distribution cannot be computed.
      IsTotalDistributionBooleanWhen True, the payment shown in gross Distribution Amount is a total distribution that closes out the account.
      CapitalGainnumberCapital Gain - Get the amount from a charitable gift annuity that is taxable as a capital gain.
Size Range: 0-9999999999.99
      FedTaxWHnumberFederal 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.
      EmpContributionnumberGet the employee's contributions, designated Roth contributions, or insurance premiums that the employee may recover tax free this year.
Size Range: 0-9999999999.99
      NUAnumberGet 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
      DistCodesstringGet 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"

      IsIRASEPSIMPLEBooleanWhen True, it is a traditional IRA, SEP, or SIMPLE distribution or Roth conversion.
      IsTrumpAccountBooleanTrump Account Indicator - When True, indicates that the distribution is associated with a Trump Account.
      ExcessContribnumberGet the amount of excess contributions or excess deferrals distributed to the recipient.
Size Range: 0-9999999999.99
      OthernumberGet the current actuarial value of an annuity contract that is part of a lump-sum distribution.
Size Range: 0-9999999999.99
      OtherPercentagenumberGet the percentage of the total annuity contract.
      TotDistPercentagenumberTotal 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
      TotEmpContributionnumberTotal employee contributions - Get the total employee distribution. Do not include any amounts recovered tax free in prior years.
Size Range: 0-9999999999.99
      AmtToIRR5YearsnumberGet 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
      DesigRoth1stYearnumberGet 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
      IsFATCAFilingBooleanWhen true, there is a FATCA Filing Requirement.
      DateOfPaymentstringGet the date of payment for reportable death benefits under section 6050Y.It should be in "MM/DD/YYYY" format.
Size Range: 8
      AccountNumstringAccount 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.
      Statesobject[]Contains list of state returns information.
         StateCdstringState Code.
Size Range: 2
         StateIdNumstringIdentification Number of State.
Size Range: ..20
         StateWHnumberIncome tax amount withheld for State.
Size Range: 0-9999999999.99
         StateDistributionnumberTotal state distribution amount.
Size Range: 0-9999999999.99
         LocalDistributionnumberLocal Distribution.
Size Range: 0-9999999999.99
         LocalTaxnumberLocal income tax withheld.
Size Range: 0-9999999999.99
         LocalityNmstringName of the Locality.
Size Range: 20

Response Body

FieldTypeDescription
BusinessIdGuidUnique identifier generated by TaxBandits. Store this for use in all subsequent requests.
PayerRefstringYour unique identifier for the payer, as provided in the request.
DBARefstringYour unique identifier for the DBA.
DBAIdGuidUnique identifier generated for the DBA.
ScheduleFilingobjectReturns the date of the schedule filing.
   EFileDatestringDate of the schedule filing to know when the return to be filed to the IRS.
Form1099TypestringDenotes the type of 1099 form.
Form1099RecordsGuidContains Form 1099-R records with success and error statuses.
   SuccessRecordsobject[]It will show the detailed information about the success status of Form 1099-R Records.
      SequenceIdstringA unique reference ID for the submission that can be used to identify a particular record.
      RecordIdGuidAn unique identifier generated by TaxBandits when a 1099-R return is created.
      RecipientIdGuidA unique reference ID for the submission that can be used to identify a particular record.
      PayeeRefstringYour unique identifier for the recipient, as provided in the request.
      AccountNumstringAccount number of Payer having multiple accounts for a recipient for whom more than one Form 1099-R is filed.
      FederalobjectReturns the record status and StatusTs of the federal return.
         StatusstringStatus of the operation.
         StatusTsstringDate and time of the return created.
         InfostringReturns information about the Federal Filing service.
      Stateobject[]Returns a collection of state return information.
         StateCdstringReturns the state code of the state for which the return is filed.
         StatusstringReturns the record status of the state return.
         StatusCdstringDate and time of the postal creation.
         StatusTsstringDate and time of the return created.
         InfostringReturns the information about the return processed for the state.
      Distributionobject[]Returns information about the distribution.
         DistributionTypestringReturns the distribution method used.
         Postalobject[]Returns information about postal mailing.
            PostalTypestringReturns the postal service used.
            StatusstringReturns the Postal status.
            StatusCdstringDetailed status code.
            StatusTsstringDate and time of the postal created.
            InfostringReturns the information about the postal order.
         OnlineAccessobjectReturns the Email address for whom the online access to be given and Status of online access.
            StatusstringReturns status of online access for Form 1099-R return.
            EmailstringEmail address for whom the online access to be given.
            InfostringInformation about the online access service.
   object[]It will show the detailed information about the error status of Form 1099-R Records.
      SequenceIdstringA 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.
      RecordIdGuidUnique identifier of a record.
      Errorsobject[]Validation error details.
         IdstringValidation error code.
         NamestringName of the validation rule that failed.
         MessagestringClear description of what went wrong and how to fix it.
Errorsobject[]Top-level request errors if the entire request cannot be processed.
   IdstringValidation error code.
   NamestringName of the validation rule that failed.
   MessagestringClear description of what went wrong and how to fix it.
Request JSON
SampleDescriptionAction
Sample 1
Update a Form 1099-R return with both Business and Recipient TIN as EIN
Sample 1
{
  "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": “8d644391-577b-4a0b-80a2-eb7141b347da”,
      "IsDefaultBusiness": true,
      "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",
          "RecordId": "f9696fb7-8219-4d92-9eca-2e27bac000c0",
            "ReturnManifest": {
                "IsFederal": true,
                "IsDistribution": true,
                "DistributionDetails": {
                    "DistributionType": "POSTAL_AND_ONLINE",
                    "PostalType": "USPS_FIRST_CLASS"
                },
                "IsForced": false
            },
            "Recipient": {
                "RecipientId": "9de4d596-595e-4934-9955-111cc911fbef",
                "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,
              "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"
                  }
              ]
          }
    }
  ]
  }
Response JSON
ResponseDescriptionAction
200
Success Response - You'll get the below response when the request is processed successfully.
Response: 200
{
  "BusinessId": "bbd57dc2-d948-40cd-b67b-9fe06cc62218",
  "PayerRef": null,
  "DBARef": null,
  "DBAId": null,
  "SubmissionId": "e50c27b8-631c-45f0-be19-f786fc69ba60",
  "ScheduleFiling": {
    "EfileDate": "01/25/2026"
  },
  "Form1099Type": "R",
  "Form1099Records": {
    "SuccessRecords": [
      {
        "SequenceId": "1",
        "RecordId": "cfd6fe66-ac9f-49f7-b8a3-2d064abeeb9b",
        "RecipientId": "4fb305b7-f0d7-4093-9152-93f07313b606",
        "PayeeRef": null,
        "AccountNum": "3534",
        "Federal": {
          "Status": "CREATED",
          "StatusCd": null,
          "StatusTs": "2026-01-02T02:17:04-05:00",
          "Info": null
        },
        "State": [
          {
            "StateCd": "AZ",
            "Status": "CREATED",
            "StatusCd": null,
            "StatusTs": "2026-01-02T02:17:04-05:00",
            "Info": "State filing created"
          }
        ],
        "Distribution": {
          "DistributionType": "SMART_MAIL",
          "Postal": {
            "PostalType": "USPS_FIRST_CLASS",
            "Status": "CREATED",
            "StatusCd": null,
            "StatusTs": "2026-01-02T02:17:04-05:00",
            "Info": "Postal order created"
          },
          "OnlineAccess": {
            "Status": "CREATED",
            "StatusCd": null,
            "Email": "shawn@sample.com",
            "Info": null
          }
        }
      }
    ],
    "ErrorRecords": [
      {
        "SequenceId": "2",
        "RecordId": null,
        "Errors": [
          {
            "Id": "RECPT-0013",
            "Name": "Recipient.FirstPayeeNm[0]",
            "Message": "FirstPayeeNm is required."
          }
        ]
      }
    ]
  },
  "Errors": null
}