Example Broker Email

Copy and paste the below text into an email to your broker.

I am writing to ask you to provide next year's annual tax statement in a digital format prescribed by the Financial Data Exchange (FDX) organization.

As described at https://financialdataexchange.org/tax-pdf and this article, tax statement PDF files can embed tax data in PDF document custom properties. By embedding the data in an industry-standard format, my tax software can extract the data without having to write custom PDF parsing code.

I have attached an example PDF file generated by my Form 8949 software, www.form8949.com. Please contact support@form8949.com if you need further information about the technology.

Thank you.