Version: 2.0

ValidateForm

Use this endpoint to validate 5498-SA data against IRS business rules before creating the form.

If you need to validate the 5498-SA forms that are already created in TaxBandits, use the Validate endpoint.

POST form5498sa/validateform

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 5498-SA to be filed. Allowed values Allowed values: "2025", 2026"
IsScheduleFiling	Boolean	When true, schedule filing services will be enabled 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	Specify the TIN type of the business. Allowed values `"EIN"`, `"SSN"`, `"QI-EIN"`, `"ITIN"`, `"WP-EIN"`, `"WT-EIN"`, `"NQI-EIN"`, `"IRSN"`
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 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 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 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. 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 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. 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 duplicates and will create a new return for the recipient even if it contains the same amounts as a previously filed return. 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.
TINType	string	TIN type of the recipient. Allowed values Allowed values: "EIN", "SSN", "QI-EIN", "ITIN", "WP-EIN", "WT-EIN", "NQI-EIN", "IRSN"
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 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. Allowed valuesWhen 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. Allowed valuesWhen 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", "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", "US", "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
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", "ArcherMSA", "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

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.
SubmissionId	Guid	Unique identifier of a submission.
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.
Info	string	Information about Schedule Filing service.
Form5498Type	string	Denotes the type of 5498 form.
Form5498Records	object	Pulls Form 5498-SA records with Success and Error statuses.
SuccessRecords	object[]	It will show the detailed information about the success status of Form 5498SA 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 5498-SA 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 5498-SA is filed.
FederalReturn	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 5498-SA return.
Email	string	Email address for whom the online access to be given.
Info	string	Information about the online access service.
ErrorRecords	object[]	It will show the detailed information about the error status of Form 5498-SA 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.

Request Json

{
  "SubmissionManifest": {
    "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",
      "ReturnManifest": {
        "IsFederal": true,
        "IsDistribution": true,
        "DistributionDetails": {
          "DistributionType": "POSTAL_MAIL",
          "PostalType": "USPS_FIRST_CLASS"
        },
        "IsForced": false
      },
      "Recipient": {
        "RecipientId": null,
        "PayeeRef": "DAI001",
        "TINDetails": {
          "TINFormat": "PLAIN_TIN",
          "TINType": "EIN",
          "TIN": "45-9875461"
        },
        "NameCtrl": null,
        "BusinessNm": "Dairy Delights LLC",
        "IndividualNm": {
          "FirstNm": null,
          "MiddleNm": null,
          "LastNm": null,
          "Suffix": null
        },
        "DBADetails": {
          "DBAId": null,
          "DBANm": "Iceberg Icecreams",
          "DBARef": "DBA1001",
          "Address": {
            "Address1": "123 Main St",
            "Address2": "Suite 1001",
            "City": "Rock Hill",
            "ProvinceOrState": "SC",
            "ZipCd": "29730",
            "Country": "US"
          }
        },
        "DOB": null,
        "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"
         }
    }
  ]
}

Response JSON

{
  "StatusCode": 200,
  "StatusName": "Ok",
  "StatusMessage": "Successful API call",
  "ErrorRecords": null,
  "Errors": null
}

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

ValidateForm

ValidateForm

Request Body

Response Body