The data required for the final deliverable, after all calculations have been completed. This is only necessary if transaction data is not being provided.
Taxbit supports Form Data ingestion for all of the deliverables listed below. For each of these, the data model mirrors the fields required on the official forms.
- Form 1099-DA
- Form 1099-B
- Gain/Loss Statement
- Form 1099-MISC
- Form 1099-NEC
- Form 1099-K
- Form 1099-INT
- Form 1099-DIV
- Form 1099-R
- Form 5498
- Form 1042-S
For more information on formatting Form Data, please refer to this guide for the associated form: