The new v2 TRANSCRIPTDETAIL method, like V1, allows a company to retrieve all fields from the requested transcript as key:value pairs in a different JSON pattern than V1. You will notice
each secton has a TYPE field that identifies the form or schedule. Typically, there will be 3 objects in the Type section. This generally breaks down to the Employer or Provider of the information, the Payee/Employee details and
an ITEMS or Form/Schedule section with key value pairs for the fields and their values for that form or schedule type. However, this can very as the IRS has many different forms and schedules. The JSON always follows what is in the transcript and
in the same order.
Post the following payload to get the transcript in JSON format.
{
"companyId": "X94200000",
"tin": "222222222",
"transcriptType": "ACTR",
"transcriptForm": "1040",
"transcriptPeriod": "202212"
}
{
"companyId": "X94200000",
"tin": "222222222",
"transcriptType": "RECA",
"transcriptForm": "1040",
"transcriptPeriod": "202212"
}
{
"companyId": "X94200000",
"tin": "555555555",
"transcriptType": "ACTR",
"transcriptForm": "940",
"transcriptPeriod": "202112"
}
Response Body
application/json
The reponse for the transcriptdetail v2 request will very depending on the form requested. There may be more than 100 key:value pairs. In most cases, you will
need to identify which fields are important to your use cases and create a mapping for those.
Attributes
-
Key
The IRS name of the field
-
Value
The value the IRS has for the given field
The IRS has four different transcript types: ACTR (Account Transcript), WAID (Wage & Income), RECA (Record of Account), RETR (Tax Return Transcript). Each type has a
simular layout but they will vary as to what scriions they will have. Each section will follow the IRS transcript layout. The section types are:
-
SECTION_HEADER
All transcript types will have this section. It contains the information around the transcript itself, such as report date, tracking number, etc.
-
SECTION_BALANCE
This section contains any IRS balance, penalties, and interest the taxpayer may have accrued.
This section appears in the ACTR and RECA transcript types.
-
SECTION_SUMMARY
This section contains a summary of the taxpayer filing such as filing status and exemptions claimed.
This section appears in the ACTR and RECA transcript types.
-
SECTION_FILING
This section contains the sections of the tax return that was filed by the taxpayer.
This section appears in the RETR transcript type.
-
SECTION_INCOME
This section contains a summary of the wages and income, filed by the taxpayer.
This section appears in the WAID transcript type.
-
SECTION_TRANSACTIONS
This section contains a log of the IRS activity for the taxpayer account (tax year).
This section appears in the ACTR and RECA transcript types.
Example response body for the transcriptdetail v2 method of type WAID
{
"TYPE": "WAID",
"SECTION_HEADER": {
"TITLE": "WAGE AND INCOME TRANSCRIPT",
"REQUEST DATE": "06-08-2024",
"RESPONSE DATE": "06-08-2024",
"TRACKING NUMBER": "106103114493",
"CUSTOMER FILE NUMBER": "6118816543",
"SSN PROVIDED": "222-22-2222",
"TAX PERIOD REQUESTED": "DECEMBER, 2021"
},
"SECTION_INCOME": [
{
"TYPE": "Form W-2 Wage and Tax Statement",
"EMPLOYER": {
"EMPLOYER IDENTIFICATION NUMBER (EIN)": "555555555",
"SSN": "555555555",
"NAME": "ACME INC",
"ADDRESS": "888 WEST BIG BEAVER RO",
"CITY": "TROY",
"STATE": "MI",
"ZIP": "48084"
},
"EMPLOYEE": {
"EMPLOYEE'S SOCIAL SECURITY NUMBER": "222-22-2222",
"NAME": "SAMMY SMITH",
"ADDRESS": "386 CHICOPEE RD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"WAGES, TIPS AND OTHER COMPENSATION": "$12,144.00",
"FEDERAL INCOME TAX WITHHELD": "$1,061.00",
"SOCIAL SECURITY WAGES": "$12,144.00",
"SOCIAL SECURITY TAX WITHHELD": "$752.00",
"MEDICARE WAGES AND TIPS": "$12,144.00",
"MEDICARE TAX WITHHELD": "$176.00",
"SOCIAL SECURITY TIPS": "$0.00",
"ALLOCATED TIPS": "$0.00",
"DEPENDENT CARE BENEFITS": "$0.00",
"DEFERRED COMPENSATION": "$0.00",
"CODE \"Q\" NONTAXABLE COMBAT PAY": "$0.00",
"CODE \"W\" EMPLOYER CONTRIBUTIONS TO A HEALTH SAVINGS ACCOUNT": "$0.00",
"CODE \"Y\" DEFERRALS UNDER A SECTION 409A NONQUALIFIED DEFERRED COMPENSATION PLAN": "$0.00",
"CODE \"Z\" INCOME UNDER SECTION 409A ON A NONQUALIFIED DEFERRED COMPENSATION PLAN": "$0.00",
"CODE \"R\" EMPLOYER'S CONTRIBUTION TO MSA": "$0.00",
"CODE \"S\" EMPLOYER'S CONTRIBUTION TO SIMPLE ACCOUNT": "$0.00",
"CODE \"T\" EXPENSES INCURRED FOR QUALIFIED ADOPTIONS": "$0.00",
"CODE \"V\" INCOME FROM EXERCISE OF NON-STATUTORY STOCK OPTIONS": "$0.00",
"CODE \"AA\" DESIGNATED ROTH CONTRIBUTIONS UNDER A SECTION 401(K) PLAN": "$0.00",
"CODE \"BB\" DESIGNATED ROTH CONTRIBUTIONS UNDER A SECTION 403(B) PLAN": "$0.00",
"CODE \"DD\" COST OF EMPLOYER-SPONSORED HEALTH COVERAGE": "$0.00",
"CODE \"EE\" DESIGNATED ROTH CONTRIBUTIONS UNDER A GOVERNMENTAL SECTION 457(B) PLAN": "$0.00",
"CODE \"FF\" PERMITTED BENEFITS UNDER A QUALIFIED SMALL EMPLOYER HEALTH REIMBURSEMENT ARRANGEMENT": "$0.00",
"CODE \"GG\" INCOME FROM QUALIFIED EQUITY GRANTS UNDER SECTION 83(I)": "$0.00",
"CODE \"HH\" AGGREGATE DEFERRALS UNDER SECTION 83(I) ELECTIONS AS OF THE CLOSE OF THE CALENDAR YEAR": "$0.00",
"THIRD PARTY SICK PAY INDICATOR": "UNANSWERED",
"RETIREMENT PLAN INDICATOR": "UNANSWERED",
"STATUTORY EMPLOYEE": "NOT STATUTORY EMPLOYEE",
"W2 SUBMISSION TYPE": "",
"W2 WHC SSN VALIDATION CODE": "CORRECT SSN"
}
},
{
"TYPE": "Form 5498 Individual Retirement Arrangement Contribution Information",
"TRUSTEE": {
"TRUSTEE/ISSUER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "000523567",
"SSN": "000523567",
"NAME": "FINANCIAL SERVICES LLC",
"ADDRESS": "499 WASHINGTON BLVD",
"CITY": "JERSEY CITY",
"STATE": "NJ",
"ZIP": "07310"
},
"PARTICIPANT": {
"PARTICIPANT'S IDENTIFICATION NUMBER": "222-22-2222",
"NAME": "SAM SMITH",
"ADDRESS": "386 CHICOPEE RD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"ACCOUNT NUMBER (OPTIONAL)": "L120776793001",
"IRA CONTRIBUTIONS": "$0.00",
"ROLLOVER CONTRIBUTIONS": "$0.00",
"ROTH CONVERSION AMOUNT": "$0.00",
"RECHARACTERIZED CONTRIBUTIONS": "$0.00",
"FAIR MARKET VALUE OF ACCOUNT": "$0.00",
"LIFE INSURANCE COST INCLUDED IN BOX 1": "$0.00",
"SEP CODE": "NOT CHECKED",
"IRA CODE": "CHECKED",
"SIMPLE CODE": "NOT CHECKED",
"ROTH IRA CODE": "NOT CHECKED",
"RMD FOR SUBSEQUENT YEAR": "RMD BOX NOT CHECKED",
"RMD DATE": "00-00-0000",
"YEAR": "",
"POSTPONED CONTRIBUTION CODE": "",
"REPAYMENTS CODE": "",
"FAIR MARKET VALUE OF CERTAIN SPECIFIED ASSETS": "$0.00",
"SEP CONTRIBUTIONS": "$0.00",
"SIMPLE CONTRIBUTIONS": "$0.00",
"ROTH IRA CONTRIBUTIONS": "$0.00",
"REQUIRED MINIMUM DISTRIBUTION AMOUNT": "$0.00",
"POSTPONED CONTRIBUTIONS": "$0.00",
"REPAYMENT OF A QUALIFIED RESERVIST DISTRIBUTION OR FEDERALLY DESIGNATED DISASTER WITHDRAWAL REPAYMENT": "$0.00"
}
},
{
"TYPE": "Form 1099-NEC Nonemployee Compensation",
"ISSUER/PROVIDER": {
"ISSUER'S/PROVIDER'S FEDERAL ID NO.": "000515254",
"SSN": "000515254",
"NAME": "REALTY INC DBA ME RE, ESTATE EXPERTS",
"ADDRESS": "ESTATE EXPERTS",
"CITY": "STANDISH",
"STATE": "ME",
"ZIP": "04084"
},
"RECIPIENT": {
"RECIPIENT'S ID NO.": "222-22-2222",
"NAME": "SAM SMITH",
"ADDRESS": "386 CHICOPEE RD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"SECOND NOTICE INDICATOR": "NO SECOND NOTICE",
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"NON-EMPLOYEE COMPENSATION": "$29,797.00",
"DIRECT SALES INDICATOR": "NO DIRECT SALES"
}
},
{
"TYPE": "Form 1099-B Proceeds From Broker and Barter Exchange Transactions",
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "000456789",
"SSN": "000456789",
"NAME": "APEX CLEARING",
"ADDRESS": "ONE DALLAS CENTER",
"CITY": "DALLAS",
"STATE": "TX",
"ZIP": "75201"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "222-22-2222",
"NAME": "SAM SMITH",
"ADDRESS": "386 CHICOPEE ROAD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"ACCOUNT NUMBER (OPTIONAL)": "000854282",
"DATE SOLD OR DISPOSED": "02-28-2021",
"CUSIP NUMBER": "46428Q109",
"GROSS PROCEEDS": "NET PROCEEDS",
"BARTERING": "$0.00",
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"PROCEEDS": "$0.00",
"AGGREGATE PROFIT OR (LOSS)": "$0.00",
"REALIZED PROFIT OR (LOSS)": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$0.00",
"COST OR BASIS": "$0.00",
"WASH SALE LOSS DISALLOWED": "$0.00",
"ACCRUED MARKET DISCOUNT AMOUNT": "$0.00",
"DESCRIPTION": "4.02333 ISHARES SILVER SHARES",
"SECOND NOTICE INDICATOR": "NO SECOND NOTICE",
"DATE ACQUIRED": "00-00-0000",
"NONCOVERED SECURITY INDICATOR": "NONCOVERED SECURITY BASIS NOT REPORTED TO IRS",
"TYPE OF GAIN OR LOSS CODE": "",
"APPLICABLE CHECK BOX ON FORM 8949": "TRANSACTIONS THAT DO NOT FLOW TO FORM 8949",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "BOX NOT CHECKED NO FILING REQUIREMENT",
"PROCEEDS FROM": "BOX NOT CHECKED"
}
},
{
"TYPE": "Form 1099-B Proceeds From Broker and Barter Exchange Transactions",
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "123456789",
"SSN": "123456789",
"NAME": "ACME CLEARING",
"ADDRESS": "ONE DALLAS CENTER",
"CITY": "DALLAS",
"STATE": "TX",
"ZIP": "75201"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "222-22-2222",
"NAME": "SAMMY SMITH",
"ADDRESS": "386 CHICOPEE ROAD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"ACCOUNT NUMBER (OPTIONAL)": "152854285",
"DATE SOLD OR DISPOSED": "03-31-2021",
"CUSIP NUMBER": "46428Q109",
"GROSS PROCEEDS": "NET PROCEEDS",
"BARTERING": "$0.00",
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"PROCEEDS": "$0.00",
"AGGREGATE PROFIT OR (LOSS)": "$0.00",
"REALIZED PROFIT OR (LOSS)": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$0.00",
"COST OR BASIS": "$0.00",
"WASH SALE LOSS DISALLOWED": "$0.00",
"ACCRUED MARKET DISCOUNT AMOUNT": "$0.00",
"DESCRIPTION": "4.02333 ISHARES SILVER SHARES",
"SECOND NOTICE INDICATOR": "NO SECOND NOTICE",
"DATE ACQUIRED": "00-00-0000",
"NONCOVERED SECURITY INDICATOR": "NONCOVERED SECURITY BASIS NOT REPORTED TO IRS",
"TYPE OF GAIN OR LOSS CODE": "",
"APPLICABLE CHECK BOX ON FORM 8949": "TRANSACTIONS THAT DO NOT FLOW TO FORM 8949",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "BOX NOT CHECKED NO FILING REQUIREMENT",
"PROCEEDS FROM": "BOX NOT CHECKED"
}
},
{
"TYPE": "Form 1099-B Proceeds From Broker and Barter Exchange Transactions",
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "123456789",
"SSN": "123456789",
"NAME": "ACME CLEARING",
"ADDRESS": "ONE DALLAS CENTER",
"CITY": "DALLAS",
"STATE": "TX",
"ZIP": "75201"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "222-22-2222",
"NAME": "SAMMY SMITH",
"ADDRESS": "386 CHICOPEE ROAD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"ACCOUNT NUMBER (OPTIONAL)": "000854287",
"DATE SOLD OR DISPOSED": "04-30-2021",
"CUSIP NUMBER": "46428Q109",
"GROSS PROCEEDS": "NET PROCEEDS",
"BARTERING": "$0.00",
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"PROCEEDS": "$0.00",
"AGGREGATE PROFIT OR (LOSS)": "$0.00",
"REALIZED PROFIT OR (LOSS)": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$0.00",
"COST OR BASIS": "$0.00",
"WASH SALE LOSS DISALLOWED": "$0.00",
"ACCRUED MARKET DISCOUNT AMOUNT": "$0.00",
"DESCRIPTION": "4.02333 ISHARES SILVER SHARES",
"SECOND NOTICE INDICATOR": "NO SECOND NOTICE",
"DATE ACQUIRED": "00-00-0000",
"NONCOVERED SECURITY INDICATOR": "NONCOVERED SECURITY BASIS NOT REPORTED TO IRS",
"TYPE OF GAIN OR LOSS CODE": "",
"APPLICABLE CHECK BOX ON FORM 8949": "TRANSACTIONS THAT DO NOT FLOW TO FORM 8949",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "BOX NOT CHECKED NO FILING REQUIREMENT",
"PROCEEDS FROM": "BOX NOT CHECKED"
}
},
{
"TYPE": "Form 1099-B Proceeds From Broker and Barter Exchange Transactions",
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "000967453",
"SSN": "000967453",
"NAME": "APEX CLEARING",
"ADDRESS": "ONE DALLAS CENTER",
"CITY": "DALLAS",
"STATE": "TX",
"ZIP": "75201"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "222-22-2222",
"NAME": "SAM SMITH",
"ADDRESS": "386 CHICOPEE ROAD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"ACCOUNT NUMBER (OPTIONAL)": "000854289",
"DATE SOLD OR DISPOSED": "05-31-2021",
"CUSIP NUMBER": "46428Q109",
"GROSS PROCEEDS": "NET PROCEEDS",
"BARTERING": "$0.00",
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"PROCEEDS": "$0.00",
"AGGREGATE PROFIT OR (LOSS)": "$0.00",
"REALIZED PROFIT OR (LOSS)": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$0.00",
"COST OR BASIS": "$0.00",
"WASH SALE LOSS DISALLOWED": "$0.00",
"ACCRUED MARKET DISCOUNT AMOUNT": "$0.00",
"DESCRIPTION": "4.02333 ISHARES SILVER SHARES",
"SECOND NOTICE INDICATOR": "NO SECOND NOTICE",
"DATE ACQUIRED": "00-00-0000",
"NONCOVERED SECURITY INDICATOR": "NONCOVERED SECURITY BASIS NOT REPORTED TO IRS",
"TYPE OF GAIN OR LOSS CODE": "",
"APPLICABLE CHECK BOX ON FORM 8949": "TRANSACTIONS THAT DO NOT FLOW TO FORM 8949",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "BOX NOT CHECKED NO FILING REQUIREMENT",
"PROCEEDS FROM": "BOX NOT CHECKED"
}
},
{
"TYPE": "Form 1099-B Proceeds From Broker and Barter Exchange Transactions",
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "000967453",
"SSN": "000967453",
"NAME": "APEX CLEARING",
"ADDRESS": "ONE DALLAS CENTER",
"CITY": "DALLAS",
"STATE": "TX",
"ZIP": "75201"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "222-22-2222",
"NAME": "SAM SMITH",
"ADDRESS": "386 CHICOPEE ROAD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"ACCOUNT NUMBER (OPTIONAL)": "000854291",
"DATE SOLD OR DISPOSED": "06-30-2021",
"CUSIP NUMBER": "46428Q109",
"GROSS PROCEEDS": "NET PROCEEDS",
"BARTERING": "$0.00",
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"PROCEEDS": "$0.00",
"AGGREGATE PROFIT OR (LOSS)": "$0.00",
"REALIZED PROFIT OR (LOSS)": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$0.00",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$0.00",
"COST OR BASIS": "$0.00",
"WASH SALE LOSS DISALLOWED": "$0.00",
"ACCRUED MARKET DISCOUNT AMOUNT": "$0.00",
"DESCRIPTION": "4.02333 ISHARES SILVER SHARES",
"SECOND NOTICE INDICATOR": "NO SECOND NOTICE",
"DATE ACQUIRED": "00-00-0000",
"NONCOVERED SECURITY INDICATOR": "NONCOVERED SECURITY BASIS NOT REPORTED TO IRS",
"TYPE OF GAIN OR LOSS CODE": "",
"APPLICABLE CHECK BOX ON FORM 8949": "TRANSACTIONS THAT DO NOT FLOW TO FORM 8949",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "BOX NOT CHECKED NO FILING REQUIREMENT",
"PROCEEDS FROM": "BOX NOT CHECKED"
}
}
],
"LAST4": "2222",
"FORM": "INCOME",
"PERIOD": "202112"
}
Example response body for the transcriptdetail v2 method of type RECA
{
"TYPE": "RECA",
"SECTION_HEADER": {
"TITLE": "RECORD OF ACCOUNT Transcript",
"REQUEST DATE": "06-14-2024",
"RESPONSE DATE": "06-14-2024",
"TRACKING NUMBER": "106133046340",
"CUSTOMER FILE NUMBER": "6112288234",
"FORM NUMBER": "1040",
"TAX PERIOD": "DEC. 31, 2022",
"TAXPAYER IDENTIFICATION NUMBER": "XXX-XX-2222",
"SPOUSE TAXPAYER IDENTIFICATION NUMBER": "XXX-XX-1111",
"NAME": "SAM SMIT & ELAN SMIT",
"STREET": "14562"
},
"SECTION_BALANCE": {
"ACCOUNT BALANCE": "0.00",
"ACCRUED INTEREST": "0.00",
"ACCRUED INTEREST AS OF": "JUN. 24, 2024",
"ACCRUED PENALTY": "0.00",
"ACCRUED PENALTY AS OF": "JUN. 24, 2024",
"ACCOUNT BALANCE PLUS ACCRUALS(THIS IS NOT A PAYOFF AMOUNT)": "0.00"
},
"SECTION_SUMMARY": {
"EXEMPTIONS": "03",
"FILING STATUS": "MARRIED FILING JOINT",
"ADJUSTED GROSS INCOME": "97,659.00",
"TAXABLE INCOME": "60,038.00",
"TAX PER RETURN": "6,056.00",
"SE TAXABLE INCOME TAXPAYER": "0.00",
"SE TAXABLE INCOME SPOUSE": "0.00",
"TOTAL SELF EMPLOYMENT TAX": "0.00",
"RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER)": "APR. 15, 2023",
"PROCESSING DATE": "MAY 01, 2023"
},
"SECTION_TRANSACTIONS": [
{
"CODE": "150",
"DESC": "TAX RETURN FILED",
"CYCLE": "20231505",
"DATE": "05-01-2023",
"AMOUNT": "$6,056.00"
},
{
"CODE": "N/A",
"DESC": "09221-092-56722-3",
"CYCLE": "",
"DATE": "",
"AMOUNT": ""
},
{
"CODE": "670",
"DESC": "PAYMENT",
"CYCLE": "",
"DATE": "03-09-2023",
"AMOUNT": "-$6,204.00"
},
{
"CODE": "170",
"DESC": "PENALTY FOR NOT PRE-PAYING TAX05-01-2033",
"CYCLE": "20231505",
"DATE": "05-01-2023",
"AMOUNT": "$148.00"
},
{
"CODE": "460",
"DESC": "EXTENSION OF TIME TO FILE TAX RETURN EXT. DATE 10-15-2023",
"CYCLE": "",
"DATE": "04-15-2023",
"AMOUNT": "$0.00"
},
{
"CODE": "960",
"DESC": "APPOINTED REPRESENTATIVE",
"CYCLE": "",
"DATE": "05-31-2024",
"AMOUNT": "$0.00"
}
],
"SECTION_FILING": {
"FILING INFO": {
"SSN PROVIDED": "XXX-XX-2222",
"TAX PERIOD ENDING": "DEC. 31, 2022",
"SSN": "XXX-XX-2222",
"SPOUSE SSN": "XXX-XX-1111",
"NAME(S) SHOWN ON RETURN": "SAM SMIT & ELAN SMIT",
"ADDRESS": "9850 E",
"FILING STATUS": "MARRIED FILING JOINT",
"FORM NUMBER": "1040",
"CYCLE POSTED": "20231505",
"RECEIVED DATE": "APR.15, 2023",
"REMITTANCE": "$0.00",
"EXEMPTION NUMBER": "3",
"DEPENDENT 1 NAME CTRL": "ABDA",
"DEPENDENT 1 SSN": "XXX-XX-0099",
"DEPENDENT 2 NAME CTRL": "",
"DEPENDENT 2 SSN": "",
"DEPENDENT 3 NAME CTRL": "",
"DEPENDENT 3 SSN": "",
"DEPENDENT 4 NAME CTRL": "",
"DEPENDENT 4 SSN": "",
"IDENTITY THEFT PERSONAL ID NUMBER": "",
"PTIN": "XXX-XX-2562",
"PREPARER EIN": "XX-XXX2238"
},
"INCOME": {
"TOTAL WAGES": "$39,055.00",
"FORM W-2 WAGES": "$39,055.00",
"TAXABLE INTEREST INCOME SCH B": "$0.00",
"TAX-EXEMPT INTEREST": "$0.00",
"ORDINARY DIVIDEND INCOME SCH B": "$0.00",
"QUALIFIED DIVIDENDS": "$0.00",
"REFUNDS OF STATE/LOCAL TAXES": "$0.00",
"ALIMONY RECEIVED": "$0.00",
"BUSINESS INCOME OR LOSS (SCHEDULE C)": "$0.00",
"BUSINESS INCOME OR LOSS SCH C PER COMPUTER": "$0.00",
"CAPITAL GAIN OR LOSS (SCHEDULE D)": "$0.00",
"CAPITAL GAINS OR LOSS SCH D PER COMPUTER": "$0.00",
"OTHER GAINS OR LOSSES (FORM 4797)": "$0.00",
"TOTAL IRA DISTRIBUTIONS": "$0.00",
"TAXABLE IRA DISTRIBUTIONS": "$0.00",
"TOTAL PENSIONS AND ANNUITIES": "$0.00",
"TAXABLE PENSION/ANNUITY AMOUNT": "$0.00",
"ADDITIONAL INCOME": "$58,604.00",
"ADDITIONAL INCOME PER COMPUTER": "$58,604.00",
"REFUNDABLE CREDITS PER COMPUTER": "$0.00",
"REFUNDABLE EDUCATION CREDIT PER COMPUTER": "$0.00",
"QUALIFIED BUSINESS INCOME DEDUCTION": "$11,721.00",
"RENT/ROYALTY/PARTNERSHIP/ESTATE (SCHEDULE E)": "$58,604.00",
"RENT/ROYALTY/PARTNERSHIP/ESTATE (SCHEDULE E) PER COMPUTER": "$58,604.00",
"RENT/ROYALTY INCOME/LOSS PER COMPUTER": "$0.00",
"ESTATE/TRUST INCOME/LOSS PER COMPUTER": "$0.00",
"PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER": "$58,604.00",
"FARM INCOME OR LOSS (SCHEDULE F)": "$0.00",
"FARM INCOME OR LOSS (SCHEDULE F) PER COMPUTER": "$0.00",
"UNEMPLOYMENT COMPENSATION": "$0.00",
"TOTAL SOCIAL SECURITY BENEFITS": "$0.00",
"TAXABLE SOCIAL SECURITY BENEFITS": "$0.00",
"TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER": "$0.00",
"OTHER INCOME": "$0.00",
"SCHEDULE EIC SE INCOME PER COMPUTER": "$0.00",
"SCHEDULE EIC EARNED INCOME PER COMPUTER": "$0.00",
"SCH EIC DISQUALIFIED INC COMPUTER": "$0.00",
"EXCESS ADV CHILD TAX CREDIT PER COMPUTER": "$0.00",
"PRIMARY ECONOMIC IMPACT PAYMENT 2": "0",
"SECONDARY ECONOMIC IMPACT PAYMENT 2": "0",
"PRIMARY ADVANCED CTC PAYMENTS": "$0.00",
"SECONDARY ADVANCED CTC PAYMENTS": "$0.00",
"ADDITIONAL CTC EARNED INCOME": "$0.00",
"EIC PRIOR YEAR EARNED INCOME": "$0.00",
"CTC PRIOR YEAR EARNED INCOME": "$0.00",
"QUALIFIED BUSINESS INCOME DEDUCTION ": "$0.00",
"F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER": "$11,721.00",
"PRIMARY ECONOMIC IMPACT PAYMENT": "$0.00",
"SECONDARY ECONOMIC IMPACT PAYMENT": "$0.00",
"SCHOLARSHIP FELLOWSHIP GRANT": "$0.00",
"TOTAL INCOME": "$97,659.00",
"TOTAL INCOME PER COMPUTER": "$97,659.00"
},
"ADJUSTMENTS TO INCOME": {
"EDUCATOR EXPENSES": "$0.00",
"EDUCATOR EXPENSES PER COMPUTER": "$0.00",
"RESERVIST AND OTHER BUSINESS EXPENSE": "$0.00",
"HEALTH SAVINGS ACCT DEDUCTION": "$0.00",
"HEALTH SAVINGS ACCT DEDUCTION PER COMPTR": "$0.00",
"MOVING EXPENSES F3903": "$0.00",
"SELF EMPLOYMENT TAX DEDUCTION": "$0.00",
"SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER": "$0.00",
"SELF EMPLOYMENT TAX DEDUCTION VERIFIED": "$0.00",
"KEOGH/SEP CONTRIBUTION DEDUCTION": "$0.00",
"SELF-EMP HEALTH INS DEDUCTION": "$0.00",
"EARLY WITHDRAWAL OF SAVINGS PENALTY": "$0.00",
"ALIMONY PAID SSN": "",
"ALIMONY PAID": "$0.00",
"SCHOLARSHIP FELLOWSHIP EXCLUDED": "$0.00",
"IRA DEDUCTION": "$0.00",
"IRA DEDUCTION PER COMPUTER": "$0.00",
"STUDENT LOAN INTEREST DEDUCTION": "$0.00",
"STUDENT LOAN INTEREST DEDUCTION PER COMPUTER": "$0.00",
"STUDENT LOAN INTEREST DEDUCTION VERIFIED": "$0.00",
"TUITION AND FEES DEDUCTION": "$0.00",
"TUITION AND FEES DEDUCTION PER COMPUTER": "$0.00",
"OTHER ADJUSTMENTS": "$0.00",
"ARCHER MSA DEDUCTION": "$0.00",
"ARCHER MSA DEDUCTION PER COMPUTER": "$0.00",
"TOTAL ADJUSTMENTS": "$0.00",
"TOTAL ADJUSTMENTS PER COMPUTER": "$0.00",
"ADJUSTED GROSS INCOME": "$97,659.00",
"ADJUSTED GROSS INCOME PER COMPUTER": "$97,659.00"
},
"TAX AND CREDITS": {
"65-OR-OVER": "NO",
"BLIND": "NO",
"SPOUSE 65-OR-OVER": "NO",
"SPOUSE BLIND": "NO",
"STANDARD DEDUCTION PER COMPUTER": "$25,900.00",
"ADDITIONAL STANDARD DEDUCTION PER COMPUTER": "$0.00",
"TAX TABLE INCOME PER COMPUTER": "$71,759.00",
"EXEMPTION AMOUNT PER COMPUTER": "$0.00",
"TAXABLE INCOME": "$60,038.00",
"TAXABLE INCOME PER COMPUTER": "$60,038.00",
"TOTAL POSITIVE INCOME PER COMPUTER": "$97,659.00",
"TENTATIVE TAX": "$6,792.00",
"TENTATIVE TAX PER COMPUTER": "$6,792.00",
"FORM 8814 ADDITIONAL TAX AMOUNT": "$0.00",
"TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER": "$0.00",
"FORM 6251 ALTERNATIVE MINIMUM TAX": "$0.00",
"FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER": "$0.00",
"FOREIGN TAX CREDIT": "$0.00",
"FOREIGN TAX CREDIT PER COMPUTER": "$0.00",
"FOREIGN INCOME EXCLUSION PER COMPUTER": "$0.00",
"FOREIGN INCOME EXCLUSION TAX PER COMPUTER": "$0.00",
"EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT": "$3,264.00",
"EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT": "$0.00",
"CHILD & DEPENDENT CARE CREDIT": "$0.00",
"CHILD & DEPENDENT CARE CREDIT PER COMPUTER": "$0.00",
"CREDIT FOR ELDERLY AND DISABLED": "$0.00",
"CREDIT FOR ELDERLY AND DISABLED PER COMPUTER": "$0.00",
"EDUCATION CREDIT": "$2,000.00",
"EDUCATION CREDIT PER COMPUTER": "$2,000.00",
"GROSS EDUCATION CREDIT PER COMPUTER": "$2,000.00",
"RETIREMENT SAVINGS CNTRB CREDIT": "$0.00",
"RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER": "$0.00",
"PRIM RET SAV CNTRB F8880 LN6A": "$0.00",
"SEC RET SAV CNTRB F8880 LN6B": "$0.00",
"TOTAL RETIREMENT SAVINGS CONTRIBUTION F8880 CMPTR": "$0.00",
"RESIDENTIAL ENERGY CREDIT": "$0.00",
"RESIDENTIAL CLEAN ENERGY CREDIT PER COMPUTER": "$0.00",
"CHILD AND OTHER DEPENDENT CREDIT": "$2,000.00",
"CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER": "$2,000.00",
"ADOPTION CREDIT F8839": "$0.00",
"ADOPTION CREDIT PER COMPUTER": "$0.00",
"FORM 8396 MORTGAGE CERTIFICATE CREDIT": "$0.00",
"FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER": "$0.00",
"TOTAL OTHER NON REFUNDABLE CREDIT": "$0.00",
"FORM 3800 GENERAL BUSINESS CREDITS": "$0.00",
"FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER": "$0.00",
"PRIOR YR MIN TAX CREDIT F8801": "$0.00",
"PRIOR YR MIN TAX CREDIT F8801 PER COMPUTER": "$0.00",
"EARLIER YEAR INCOME REPAYMENT CREDIT": "$0.00",
"F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT": "$0.00",
"F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER": "$0.00",
"F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT": "$0.00",
"F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER": "$0.00",
"SICK FAMILY LEAVE CREDIT": "$0.00",
"NON ITEMIZED CHARITABLE CONTRIBUTION DEDUCTION": "$0.00",
"NON ITEMIZED CHARITABLE CONTRIBUTION PER COMPUTER": "$0.00",
"REFUNDABLE CHILD CARE CREDIT": "$0.00",
"SICK FAMILY LEAVE CREDIT AFTER 3-31-21": "$0.00",
"REFUNDABLE CHILD CARE CREDIT VERIFIED": "$0.00",
"RECOVERY REBATE CREDIT": "$0.00",
"RECOVERY REBATE CREDIT PER COMPUTER": "$0.00",
"RECOVERY REBATE CREDIT VERIFIED": "$0.00",
"OTHER CREDITS": "$0.00",
"TOTAL CREDITS": "$4,000.00",
"TOTAL CREDITS PER COMPUTER": "$4,000.00",
"INCOME TAX AFTER CREDITS PER COMPUTER": "$6,056.00"
},
"OTHER TAXES": {
"SE TAX": "$0.00",
"SE TAX PER COMPUTER": "$0.00",
"SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS": "$0.00",
"SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER": "$0.00",
"TAX ON QUALIFIED PLANS F5329 (PR)": "$0.00",
"TAX ON QUALIFIED PLANS F5329 PER COMPUTER": "$0.00",
"IRAF TAX PER COMPUTER": "$0.00",
"TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER": "$6,056.00",
"IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER": "$6,056.00",
"TOTAL OTHER TAXES PER COMPUTER": "$0.00",
"UNPAID FICA ON REPORTED TIPS": "$0.00",
"F8959 ADDITIONAL MEDICARE TAX": "$0.00",
"F8960 NET INVESTMENT INCOME TAX": "$0.00",
"INTEREST ON DEFERRED TAX": "$0.00",
"TOTAL OTHER TAXES": "$0.00",
"RECAPTURE TAX F8611": "$0.00",
"HOUSEHOLD EMPLOYMENT TAXES": "$0.00",
"HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER": "$0.00",
"INTEREST DUE ON INSTALLMENT": "$0.00",
"SCH 8812 ADDITIONAL TAX COMPUTER": "$0.00",
"REFUNDABLE CHILD CARE COMPUTER": "$0.00",
"HEALTH COVERAGE RECAPTURE F8885": "$0.00",
"DEFERRED TAX SCH H SE": "$0.00",
"MAX DEFERRED TAX PER COMPUTER": "$0.00",
"TOTAL ADDITIONAL TAXES": "$0.00",
"TOTAL ASSESSMENT PER COMPUTER": "$6,056.00",
"TOTAL TAX LIABILITY TP FIGURES": "$6,056.00",
"TOTAL TAX LIABILITY TP FIGURES PER COMPUTER": "$6,056.00"
},
"PAYMENTS": {
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"SCH 8812 ADDITIONAL TAX": "$0.00",
"ESTIMATED TAX PAYMENTS": "$0.00",
"OTHER PAYMENT CREDIT": "$0.00",
"REFUNDABLE EDUCATION CREDIT": "$0.00",
"REFUNDABLE EDUCATION CREDIT PER COMPUTER": "$0.00",
"REFUNDABLE EDUCATION CREDIT VERIFIED": "$0.00",
"REFUNDABLE CREDITS": "$0.00",
"EARNED INCOME CREDIT": "$0.00",
"EARNED INCOME CREDIT PER COMPUTER": "$0.00",
"NONTAXABALE COMBAT PAY": "$0.00",
"SCHEDULE 8812 NONTAXABLE COMBAT PAY": "$0.00",
"EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD": "$0.00",
"SCHEDULE 8812 TOT SS/MEDICARE WITHHELD": "$0.00",
"SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT": "$0.00",
"SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER": "$0.00",
"SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED": "$0.00",
"AMOUNT PAID WITH FORM 4868": "$0.00",
"FORM 2439 REGULATED INVESTMENT COMPANY CREDIT": "$0.00",
"FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS": "$0.00",
"FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER": "$0.00",
"HEALTH COVERAGE TX CR F8885": "$0.00",
"SEC 965 TAX INSTALLMENT": "$0.00",
"SEC 965 TAX LIABILITY": "$0.00",
"PREMIUM TAX CREDIT AMOUNT": "$0.00",
"PREMIUM TAX CREDIT VERIFIED AMOUNT": "$0.00",
"PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT": "$0.00",
"SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT": "$0.00",
"FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT": "$0.00",
"FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER": "$0.00",
"SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER": "$0.00",
"SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2)": "$0.00",
"TOTAL OTHER PAYMENTS REFUNDABLE": "$0.00",
"TOTAL PAYMENTS": "$0.00",
"TOTAL PAYMENTS PER COMPUTER": "$0.00"
},
"REFUND OR AMOUNT OWED": {
"AMOUNT YOU OWE": "$6,204.00",
"ESTIMATED TAX CREDIT APPLIED TO NEXT YEAR": "$0.00",
"ESTIMATED TAX PENALTY": "$148.00",
"TAX ON INCOME LESS STATE REFUND PER COMPUTER": "$0.00",
"BAL DUE/OVER PYMT USING TP FIG PER COMPUTER": "$6,204.00",
"BAL DUE/OVER PYMT USING COMPUTER FIGURES": "$6,204.00",
"FORM 8888 TOTAL REFUND PER COMPUTER": "$0.00"
},
"THIRD PARTY DESIGNEE": {
"THIRD PARTY DESIGNEE ID NUMBER": "X2008",
"AUTHORIZATION INDICATOR": "1",
"THIRD PARTY DESIGNEE NAME": "ELAN SMIT"
},
"SCHEDULE E--SUPPLEMENTAL INCOME AND LOSS": {
"INCOME OR LOSS FROM RENTAL REAL ESTATE AND ROYALTIES": {
"SCHEDULE E FORM 1099 REQUIRED": "NEITHER BOX CHECKED",
"SCHEDULE E FORM 1099 FILED": "NEITHER BOX CHECKED",
"TOTAL RENTS RECEIVED": "$0.00",
"TOTAL ROYALTIES RECEIVED": "$0.00",
"TOTAL MORTGAGE INTEREST ALL PROPERTIES": "$0.00",
"TOTAL DEPRECIATION OR DEPLETION FOR ALL PROPERTIES": "$0.00",
"TOTAL EXPENSES FOR ALL PROPERTIES": "$0.00",
"TOTAL RENTAL REAL ESTATE AND ROYALTY INCOME OR LOSS": "$0.00",
"RENT & ROYALTY INCOME": "$0.00",
"RENT & ROYALTY LOSSES": "$0.00",
"REPAIRS EXPENSE COLUMN A": "$0.00",
"REPAIRS EXPENSE COLUMN B": "$0.00",
"REPAIRS EXPENSE COLUMN C": "$0.00"
},
"INCOME OR LOSS FROM PARTNERSHIPS AND S CORPS": {
"PRTSHP/CORP PASSIVE INCOME": "$0.00",
"PRTSHP/CORP NONPASSIVE INCOME": "$58,604.00",
"PRTSHP/CORP PASSIVE LOSS": "$0.00",
"PRTSHP/CORP NONPASSIVE LOSS": "$0.00",
"PARTNERSHIP INCOME": "$58,604.00",
"PARTNERSHIP LOSS": "$0.00"
},
"INCOME OR LOSS FROM ESTATES AND TRUSTS": {
"ESTATE/TRUST PASSIVE INCOME": "$0.00",
"ESTATE/TRUST PASSIVE LOSS": "$0.00",
"ESTATE AND TRUST INCOME": "$0.00",
"ESTATE AND TRUST LOSS": "$0.00",
"PASSIVE LOSS NOT REPORTED ON F8582": "Y",
"SCH K1 ES PAYMENT INDICATOR": "N"
},
"INCOME OR LOSS FROM REAL ESTATE MORTGAGE INVESTMENT CONDUITS": {
"REAL ESTATE MORTGAGE INCOME/LOSS": "$0.00"
},
"SUMMARY": {
"NET FARM RENT INCOME/LOSS": "$0.00",
"GROSS FARMING & FISHING INCOME": "$0.00"
}
},
"PART I - EDUCATION CREDITS": {
"FILING INFO": {
"STUDENT 1 NAME CNTRL": "SMIT",
"STUDENT 1 SSN": "XXX-XX-1111",
"STUDENT 2 NAME CNTRL": "",
"STUDENT 2 SSN": "",
"STUDENT 3 NAME CNTRL": "",
"STUDENT 3 SSN": "",
"TENTATIVE CREDIT AMOUNT": "$0.00"
},
"PART II - LIFETIME LEARNING CREDITS": {
"TOTL LIFETIM LRNING CR QLFD EXP": "$14,874.00",
"EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 1": "XXXXX7554",
"SECOND EDUCATIONAL INSTITUTION FEDERAL ID NUMBER, STUDENT 1": "000000000",
"EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 2": "000000000",
"SECOND EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 2": "000000000",
"EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 3": "000000000",
"SECOND EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 3": "000000000",
"PRIOR YEAR HOPE SCHOLARSHIP OR AOT CREDIT CLAIMED STUDENT 1": "NO",
"ACADEMIC ELIGIBILITY, STUDENT 1": "YES",
"POST-SECONDARY COMPLETE STUDENT 1": "YES",
"FELONY CONVICTION STUDENT 1": "NO",
"PRIOR YEAR HOPE SCHOLARSHIP OR AOT CREDIT CLAIMED STUDENT 2": "NONE",
"ACADEMIC ELIGIBILITY STUDENT 2": "NONE",
"POST-SECONDARY COMPLETE STUDENT 2": "NONE",
"FELONY CONVICTION STUDENT 2": "NONE",
"PRIOR YEAR HOPE SCHOLARSHIP OR AOT CREDIT CLAIMED STUDENT 3": "NONE",
"ACADEMIC ELIGIBILITY STUDENT 3": "NONE",
"POST-SECONDARY COMPLETE STUDENT 3": "NONE",
"FELONY CONVICTION STUDENT 3": "NONE",
"VERIFIED NUMBER OF EDUCATION CREDIT ELIGIBLE STUDENTS": "",
"TOTL LIFETIM LRNING CR QLFD EXP PER COMPUTER": "$2,000.00"
},
"PART III - ALLOWABLE EDUCATION CREDITS": {
"GROSS EDUCATION CR PER COMPUTER": "$2,000.00",
"TOTAL EDUCATION CREDIT AMOUNT": "$2,000.00",
"TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER": "$2,000.00"
}
},
"FORM 8867 PAID PREPARER'S EARNED INCOME CREDIT CHECKLIST": {
"INCORRECT INFORMATION AOTC": "",
"F8867 CERTIFICATION": "YES BOX CHECKED",
"EIC CLAIMED": "NEITHER BOX CHECKED",
"CTC ACTC CLAIMED": "YES BOX CHECKED",
"AOTC CLAIMED": "NEITHER BOX CHECKED",
"HEAD OF HOUSEHOLD FILING STATUS CLAIMED": "NEITHER BOX CHECKED"
},
"FORM 8962": {
"MARRIED FILING SEPARATELY PREMIUM TAX CREDIT EXCEPTION CHECKBOX INDICATOR": "0",
"FEDERAL POVERTY LEVEL CHECKBOX": "C",
"DEPENDENTS' MODIFIED AGI": "$0.00",
"MONTHLY CONTRIBUTION FOR HEALTH CARE": "$692.00",
"ANNUAL PREMIUM": "$0.00",
"ANNUAL PREMIUM SLCSP": "$0.00",
"ANNUAL ADVANCE PAYMENT OF PTC": "$0.00",
"JANUARY MONTHLY PREMIUM": "$390.00",
"JANUARY MONTHLY PREMIUM SLCSP": "$271.00",
"JANUARY MONTHLY ADVANCE PTC": "$272.00",
"FEBRUARY MONTHLY PREMIUM": "$390.00",
"FEBRUARY MONTHLY PREMIUM SLCSP": "$271.00",
"FEBRUARY MONTHLY ADVANCE PTC": "$272.00",
"MARCH MONTHLY PREMIUM": "$390.00",
"MARCH MONTHLY PREMIUM SLCSP": "$271.00",
"MARCH MONTHLY ADVANCE PTC": "$272.00",
"APRIL MONTHLY PREMIUM": "$390.00",
"APRIL MONTHLY PREMIUM SLCSP": "$271.00",
"APRIL MONTHLY ADVANCE PTC": "$272.00",
"MAY MONTHLY PREMIUM": "$390.00",
"MAY MONTHLY PREMIUM SLCSP": "$271.00",
"MAY MONTHLY ADVANCE PTC": "$272.00",
"JUNE MONTHLY PREMIUM": "$390.00",
"JUNE MONTHLY PREMIUM SLCSP": "$271.00",
"JUNE MONTHLY ADVANCE PTC": "$272.00",
"JULY MONTHLY PREMIUM": "$390.00",
"JULY MONTHLY PREMIUM SLCSP": "$271.00",
"JULY MONTHLY ADVANCE PTC": "$272.00",
"AUGUST MONTHLY PREMIUM": "$390.00",
"AUGUST MONTHLY PREMIUM SLCSP": "$271.00",
"AUGUST MONTHLY ADVANCE PTC": "$272.00",
"SEPTEMBER MONTHLY PREMIUM": "$390.00",
"SEPTEMBER MONTHLY PREMIUM SLCSP": "$271.00",
"SEPTEMBER MONTHLY ADVANCE PTC": "$272.00",
"OCTOBER MONTHLY PREMIUM": "$390.00",
"OCTOBER MONTHLY PREMIUM SLCSP": "$271.00",
"OCTOBER MONTHLY ADVANCE PTC": "$272.00",
"NOVEMBER MONTHLY PREMIUM": "$390.00",
"NOVEMBER MONTHLY PREMIUM SLCSP": "$271.00",
"NOVEMBER MONTHLY ADVANCE PTC": "$272.00",
"DECEMBER MONTHLY PREMIUM": "$390.00",
"DECEMBER MONTHLY PREMIUM SLCSP": "$271.00",
"DECEMBER MONTHLY ADVANCE PTC": "$272.00",
"TOTAL PREMIUM TAX CREDIT": "$0.00",
"NET PREMIUM TAX CREDIT": "$3,264.00"
}
},
"LAST4": "2222",
"FORM": "1040",
"PERIOD": "202212"
}
For our test environment, here are the trancript examples we have:
Taxpayer ID: 222222222
TranscriptPeriod: 202112, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 202112, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202112, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 202112, TranscriptForm: INCOME, TranscriptType: WAID
TranscriptPeriod: 202212, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 202212, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202212, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 202212, TranscriptForm: INCOME, TranscriptType: WAID
TranscriptPeriod: 202312, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 202312, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202312, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 202312, TranscriptForm: INCOME, TranscriptType: WAID
Taxpayer ID: 555555555
TranscriptPeriod: 202112, TranscriptForm: 940, TranscriptType: ACTR
TranscriptPeriod: 202106, TranscriptForm: 941, TranscriptType: ACTR [no data found]
TranscriptPeriod: 202109, TranscriptForm: 941, TranscriptType: ACTR
TranscriptPeriod: 202112, TranscriptForm: 1120, TranscriptType: ACTR
TranscriptPeriod: 202012, TranscriptForm: 1120, TranscriptType: RECA
TranscriptPeriod: 201712, TranscriptForm: 1120, TranscriptType: RETR
The reponse codes for the Transcriptdetail call are standard HTML response codes.
Response Codes
| HTTP Status Code |
Description |
Explanation |
| 200 |
Accepted/OK |
The request has been accepted with no issues |
| 400 |
Bad Request |
You are missing some required fields or the Json in the body is missing or malformed |
| 403 |
Forbidden |
You do not have authorization to make this call. Possibly your comapany Id is invalid or you
are calling on behalf of a company with which you dont have authority. |