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Version: 1.7.3

Overview

Form 1099-DA is the IRS information return used by brokers to report the sale, exchange, or other disposition of digital assets on behalf of customers. It includes details such as asset type, acquisition date, sale proceeds, and cost basis.

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For Tax Year 2025, filing Form 1099-DA is optional. However, it will become mandatory starting with Tax Year 2026.

Services offered by TaxBandits API​

  • Federal Filing – E-file Form 1099-DA with the IRS.
  • Postal Mailing – Distribute recipient copies of Form 1099-DA through postal mail.
  • Online Access – Provide secure, digital copies of Form 1099-DA for recipients through the TaxBandits Online Access Portal.

How to file Form 1099-DA​

You can use the following endpoints to complete the Form 1099-DA filing with the TaxBandits API.

Note:

To use the following endpoints, you must first call the Auth method to obtain an access token. Include this token in your request header as a Bearer token. Refer to OAuth 2.0 Authentication for details on JWT-based authentication.

  • Create - Used to create Form 1099-DA for recipients under the corresponding payer. While creating, you can opt for postal mailing and online access if required.
  • Update - Used to make changes to an existing Form 1099-DA before transmission.
  • Transmit - Used to transmit Form 1099-DA to the IRS electronically.

PDF retrieval​

You can obtain the PDF version of your 1099-DA forms using one of the following endpoints:

  • RequestDraftPdfUrl - Used to return the draft PDF for review purposes. These forms are not for filing and will have a watermark "For Review only" on them.
  • RequestPdfURL - Used to return the draft PDF for review purposes. These forms are not for filing and will have a watermark "For Review only" on them.
  • GetPDF - Used to get the link for the 1099-DA form PDF. To use this, you must have configured webhooks for it so that the endpoint will return the PDFs via Webhook.
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To retrieve the final version of 1099-DA Form PDFs, you can use either RequestPdfURL or GetPDF and not both.

Status retrieval​

You can retrieve the status of your 1099-DA in two ways:

  • Status - Use this endpoint to retrieve the status of the 1099-DA submitted to the IRS and/or states.
  • Webhooks - You can configure webhooks for the following event types to receive Form 1099-DA status updates.
    • E-file Status Change - To receive real-time notifications regarding the status of Form 1099-DA filings submitted to the IRS.
    • Postal Sent - You will be notified when the 1099-DA forms are mailed to the recipients. Learn More
    • Online Access Status Change - You will be notified when the Form 1099-DA forms are shared with recipients via online access, when recipients provide consent, and when they access the forms. Learn More

Other actions​

You can use any of the following endpoints to perform the corresponding actions.

  • ValidateForm - Used to validate the field-level specifications of Form 1099-DA before creating the form. (Optional)
  • Validate - Used to audit the created Form 1099-DA before transmission to the IRS.
  • List - Used to list all Form 1099-DA for a submission or payer.
  • Get - Used to retrieve the recipient data, business data, and form data from the created Form 1099-DA.
  • Delete - Used to delete the Form 1099-DA you prepared in TaxBandits. Used to validate the field-level specifications of 1099-DA before creating the form. (Optional)