Version: 2.0

Get

Use this endpoint to retrieve a 1099-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.

POST Form1099SA/Get

Run in Postman

Request Body

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

Response Body

Field	Type	Description
Form1099Records	object[]	Contains information about Form 1099-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
TaxYear	string	Tax year of Form 1099-SA to be filed. Allowed values "2025", "2026"
IsScheduleFiling	Boolean	When true, schedule filing services will be provided for Form 1099-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
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	Your unique identifier for the payer. Can replace BusinessId in future requests.
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"
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.
MiddleNm	string	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 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-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 Record. Mention the Form 1099-SA 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-SA will be sent directly to the IRS.
IsState	Boolean	State Filing for the return will be enabled when the value is True. Form 1099-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 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.
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	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.
SAFormData	object	Recipient's Form 1099-SA information.
GrossDistribution	number	Gets the recipient's total amount of the distribution.This amount may have been a direct payment to the medical service provider or distributed to the recipient. Size Range: 0-9999999999.99
EarningsOnExcessCont	number	Gets the earnings on any excess contributions that recipients withdrew from an HSA or Archer MSA by the due date of your income tax return. Size Range: 0-9999999999.99
DistributionCode	number	Gets the type of distribution. Allowed values "NORMAL_DIST", "EXCESS_CONTRIB", "DISABILITY", "DEATH_DIST", "PROHIBITED_TXN", "DEATH_DIST_NONSPOUSE"
FMVOnDateOfDeath	number	Gets the FMV of the recipient's account on the date of death. Size Range 0-9999999999.99
AccType	string	Recipient's account type. Allowed values "HSA", "Archer_MSA", "MA_MSA"
AccountNum	string	Account number of Payer having multiple accounts for a recipient for whom more than one Form 1099-SA 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.

Payload
Node.js
Python
Java
.NET C#

Request Params

Sample	Description	Action
Sample 1	Get with only the SubmissionID
Sample 2	Get with only RecordID

Sample 1

"form1099sa/get?submissionId=befa7a73-8bad-4985-af8c-d3966693af53 "

Response Json

Response	Description	Action
200	Success Response - This is a sample response for successful API requests.
400	Bad Request Response - You'll get the below response when your API requests contain any validation errors.

Response: 200

{
  "Form1099Records": [
      {
          "SubmissionManifest": {
              "SubmissionId": "befa7a73-8bad-4985-af8c-d3966693af53",
              "TaxYear": "2026",
              "IsScheduleFiling": false,
              "ScheduleFiling": null
          },
          "ReturnHeader": {
              "Business": {
                  "BusinessId": "e1b0e30c-3ec9-46a5-b57f-14c38ba5a94c",
                  "PayerRef": null,
                  "IsDefaultBusiness": false,
                  "IsActive": true,
                  "TINDetails": {
                      "Format": "PLAIN_TIN",
                      "TINType": "EIN",
                      "TIN": "32-7980522"
                  },
                  "IndividualNm": null,
                  "BusinessNm": "Stehr - Bechtelar",
                  "NameCtrl": "SNOW",
                  "DBADetails": {
                      "DBANm": "Iceberg Icecreams",
                      "DBARef": "DBA1002",
                      "DBAId": "efbe8433-9476-4f18-8d14-69d4345c86f7",
                      "Address": {
                          "Address1": "452 S Herlong Avenue",
                          "Address2": "Suite 210",
                          "City": "Rock Hill",
                          "ProvinceOrState": "SC",
                          "ZipCd": "29732",
                          "Country": "US"
                      }
                  },
                  "Address": {
                      "Address1": "452 S Herlong Avenue",
                      "Address2": "Suite 210",
                      "City": "Rock Hill",
                      "ProvinceOrState": "SC",
                      "ZipCd": "29732",
                      "Country": "US"
                  },
                  "ContactDetails": {
                      "FirstNm": "James",
                      "MiddleNm": "A",
                      "LastNm": "Anderson",
                      "Suffix": "Jr",
                      "Phone": "(803) 555-1234",
                      "PhoneExtn": "101",
                      "Email": "contact@snowdaze.com",
                      "Fax": "(803) 555-5678"
                  },
                  "W2Specific": null,
                  "Form1042SSpecific": null,
                  "ACASpecific": null,
                  "Form480Specific": null,
                  "BusinessType": null,
                  "SigningAuthority": null
              }
          },
          "ReturnData": [
              {
                  "SequenceId": "1",
                  "RecordId": "f2fc8695-6cca-4748-ad04-aa05517c714e",
                  "ReturnManifest": {
                      "IsPostal": true,
                      "IsFederal": true,
                      "IsState": false,
                      "IsDistribution": true,
                      "DistributionDetails": {
                          "DistributionType": "POSTAL_AND_ONLINE",
                          "PostalType": "USPS_FIRST_CLASS"
                      },
                      "IsForced": true
                  },
                  "Recipient": {
                      "RecipientId": "14d647dd-b507-4b1a-8719-994fe09165db",
                      "PayeeRef": null,
                      "TINDetails": {
                          "Format": "PLAIN_TIN",
                          "TINType": "SSN",
                          "TIN": "684-19-9887"
                      },
                      "IndividualNm": {
                          "FirstNm": "Trever",
                          "MiddleNm": "",
                          "LastNm": "Keebler",
                          "Suffix": ""
                      },
                      "NameCtrl": null,
                      "BusinessNm": null,
                      "DBADetails": {
                          "DBANm": "Iceberg Icecreams",
                          "DBARef": "DBA1002",
                          "DBAId": "9ebacc62-7793-4b82-8f6b-d2bd27436f35",
                          "Address": {
                              "Address1": "1600 Pennsylvania Avenue NW",
                              "Address2": "",
                              "City": "Washington",
                              "ProvinceOrState": "DC",
                              "ZipCd": "20500",
                              "Country": "US"
                          }
                      },
                      "Address": {
                          "Address1": "1600 Pennsylvania Avenue NW",
                          "Address2": null,
                          "City": "Washington",
                          "ProvinceOrState": "DC",
                          "ZipCd": "20500",
                          "Country": "US"
                      },
                      "DOB": null,
                      "Email": "james@sample.com",
                      "Fax": "(663) 456-7890",
                      "Phone": "(963) 456-7890",
                      "W9Details": null,
                      "W8BenDetails": null,
                      "Form1042SDetails": null
                  },
                  "SAFormData": {
                      "GrossDistribution": 966.00,
                      "EarningsOnExcessCont": 10.00,
                      "DistributionCode": "EXCESS_CONTRIB",
                      "FMVOnDateOfDeath": 0,
                      "AccType": "ARCHER_MSA",
                      "AccountNum": "7667"
                  }
              }
          ]
      }
  ],
  "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

Get

Get

Request Body

Response Body

Sample 1

Response: 200