The WEALTH method returns a summary of an individual's income, assets, and investments for the most recent filing year.
Response Body
application/json
The following is a list of all possible fields.
Attributes
-
TIN
The last 4 digits of the SSN sent in the request.
-
FullName
The full name of the individual sent in the request
-
TaxYear
The tax year with which the data pertains.
-
EmploymentIncome
Array of all the employment income.
-
Payer
Employer name
-
GrossIncome
Annual gross income
-
IncomeTax
If available, the tax assested for the tax year
-
EmployerBenefitComp
If available, any employee compensation received
-
SelfEmploymentIncome
Array of all the self employment (Schedule C).
-
Business
Business name (may be redacted)
-
GrossIncome
Annual gross income
-
NetIncome
If available, the net income for the tax year
-
NEtProfitOrLoss
If available, the net profit or loss for the tax year
-
BusinessIncome
Array of business income
-
Business
Business name
-
Source
The form the income was sourced from
-
Revenue
If available, the revenue from this source
-
Income
The income from this business for the tax year
-
Losses
The losses from this business for the tax year
-
CashInvestmentIncome
Array of cash and investment income
-
Location
Name of the investment or investment house
-
Interest
The interest generated for the tax year
-
Dividend
The dividens paid for the tax year
-
Trades
Trades made on this investment for the tax year
-
NetProceeds
The net proceeeds for the tax year
-
CashInvestmentAccounts
Array of investment accounts
-
Location
Name of the investment or investment house
-
Account
If available, the last 4 characters of the account number
-
Interest
The interest generated for the tax year
-
Dividend
The dividens paid for the tax year
-
RetirementAndTaxAdvantageAccounts
Array of retirement accounts
-
Location
Name of the investment or investment house
-
Account
If available, the last 4 characters of the account number
-
Type
The retirement account type
-
Contributions
Contributions made for the tax year
-
FMV
Fair Market Value of the account
-
RealEstate
Array of real estate holdings
-
Address
Street address of the property
-
City
City State Zip
-
MTG
-
Principle
Remaining amount owed on the loan
-
EstValue
If available, the estimated value of the preperty
-
EstEquity
If available, the amount of equity on the property
Example response bodys for the wealth method
{
"TIN": "XXX-XX-2222",
"FullName": "SAMMY SMITH",
"TaxYear": "2022",
"EmploymentIncome": [
{
"Payer": "JIM SMITH ENTERPRISES INC",
"GrossIncome": "$149,999.00",
"IncomeTax": "$0.00",
"EmployerBenefitComp": ""
}
],
"SelfEmploymentIncome": [
{
"Business": "CAPI HOLD",
"GrossIncome": "$1,131,016.00",
"NetIncome": "$1,131,016.00",
"NetProfitOrLoss": "$1,131,016.00"
}
],
"BusinessIncome": [
{
"Business": "RACETRACK RESTAURANTS INC",
"Source": "K-1 1120",
"Revenue": "--",
"Income": "$75,812.00",
"Losses": "$0.00"
},
{
"Business": "THEODORE RESTAURANTS INC",
"Source": "K-1 1120",
"Revenue": "--",
"Income": "$117,510.00",
"Losses": "$0.00"
},
{
"Business": "BAYOU LA BATRE RESTAURANTS INC",
"Source": "K-1 1120",
"Revenue": "--",
"Income": "$0.00",
"Losses": "($97,634.00)"
},
{
"Business": "TILLMANS RESTAURANTS INC",
"Source": "K-1 1120",
"Revenue": "--",
"Income": "$0.00",
"Losses": "($15,966.00)"
},
{
"Business": "JIM BARNES ENTERPRISES INC",
"Source": "K-1 1120",
"Revenue": "--",
"Income": "$0.00",
"Losses": "($104,134.00)"
}
],
"CashInvestmentIncome": [
{
"Location": "AMERICAN ENTERPRISE",
"Interest": "#12.00",
"Dividend": "$145.00",
"Trades": "",
"NetProceeds": ""
},
{
"Location": "NORTHWESTERN MUTUAL LIFE INS CO",
"Interest": "$134.00",
"Dividend": "",
"Trades": "",
"NetProceeds": ""
},
{
"Location": "STIFEL NICOLAUS & COMPANYINC.",
"Interest": "",
"Dividend": "$24.00",
"Trades": "2",
"NetProceeds": "$456.00"
}
],
"CashInvestmentAccounts": [
{
"Location": "AMERICAN ENTERPRISE",
"Account": "",
"Interest": "#12.00",
"Dividend": "$145.00"
},
{
"Location": "NORTHWESTERN MUTUAL LIFE INS CO",
"Account": "*Y564",
"Interest": "$134.00",
"Dividend": ""
},
{
"Location": "STIFEL NICOLAUS & COMPANYINC.",
"Account": "*8700",
"Interest": "",
"Dividend": "$24.00"
}
],
"RetirementAndTaxAdvantageAccounts":
[
{
"Location": "PERSHING LLC",
"Account": "",
"Type": "IRA",
"Contributions": "$0.00",
"FMV": "$211,163.00"
}
],
"RealEstate":
[
{
"Address": "2645 STATE HWY 173",
"City": "NEWVILLE AL 36353",
"MTG": "",
"Principle": "$288,000.00",
"EstValue": "",
"EstEquity": ""
},
{
"Address": "HENRY CTY AL 1405150000013000;1405150",
"City": "000015000; 1405150000013003",
"MTG": "",
"Principle": "$117,326.00",
"EstValue": "",
"EstEquity": ""
}
]
}
Example response when taxpayer is not in the system.
{"message":"Taxpayer not found."}
The possible reponse codes are below.
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. |