Version: 2.0

Get

Use this endpoint to retrieve a 5498-SA 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 form5498sa/get

Run in Postman

Request Body

Field	Type	Description
SubmissionId	Guid	An unique identifier generated by TaxBandits when a 5498-SA return is created. Mention the Form 5498-SA return's Submission ID that you want to get.
RecordId	Guid	An unique identifier generated by TaxBandits when a 5498-SA return is created. Mention the Form 5498-SA return's Record ID that you want to get.

Response Body

Field	Type	Description
Form5498Records	object[]	Contains information about Form 5498-SA 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
SubmissionId	Guid	Unique identifier created by TaxBandits for each submission. Not required when you are creating a return.
TaxYear	string	Tax year of Form 5498-SA to be filed. Allowed values "2025", "2026"
IsScheduleFiling	Boolean	When true, schedule filing services will be provided for Form 5498-SA 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.
TINType	string	TIN type of the business.
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 5498-SA 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 5498-SA record. Use this to retrieve a specific record from 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 5498-SA will be sent directly to the IRS.
IsState	Boolean	State Filing for the return will be enabled when the value is True. Form 5498-SA 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 duplicates and will create a new return for the recipient even if it contains the same amount as a previously filed return.
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.
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.
Form5498SAData	object	Recipient's Form 5498SA information.
MSAContrib	number	Form 5498SA Box1. Gets employee's or self-employed person's regular contributions to the Archer MSA made in tax year. Size Range: 0-9999999999.99
TotalContrib	number	Form 5498SA Box2. Gets the total HSA or Archer MSA contributions made in tax year. Size Range: 0-9999999999.99
TotalHSAorMSAInSubseqYr	number	Form 5498SA Box3. Gets the total HSA or Archer MSA contributions made in the following year for the specified tax year. Size Range: 0-9999999999.99
RolloverContrib	number	Form 5498SA Box4. Gets rollover contributions to the HSA or Archer MSA received during the tax year. Size Range: 0-9999999999.99
FMV	number	Form 5498SA Box5. Gets the FMV of the account as of December 31 for the specified tax year. Size Range: 0-9999999999.99
AccType	string	Form 5498SA Box6. Recipient's account type. Allowed values: Allowed values "HSA", "Archer_MSA", "MA_MSA"
AccountNum	string	Gets account number of Payer having multiple accounts for a recipient for whom more than one Form 5498SA is filed. Size Range: 4..20

Request JSON

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

Request Sample

Form5498SA/get?submissionId=519a84f4-5e56-496a-82f3-1851fdf3d75&recordId=519a84f4-5e56-496a-82f3-1851fdf3d75

Response JSON

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

Response: 200

{
"Form5498Records": [
  {
    "SubmissionManifest": {
      "SubmissionId": "e50c27b8-631c-45f0-be19-f786fc69ba60",
      "TaxYear": "2026",
      "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,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_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"
        },
       "Form5498SAData": {
           "MSAContrib": 7000,
           "TotalContrib": 200,
           "TotalHSAorMSAInSubseqYr": 300,
           "RolloverContrib": 230,
           "FMV": 880,
           "AccType": "HSA",
           "AccountNum": "2023REC01"
       }
      }
    ]
  }
],
"Errors": null
}

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Response Body

Request Sample

Response: 200