A Service of iTips
Internet Tax Information Processing Services, Inc

Tax Document Coordinates
At Form8949.com, we take advantage of the concept of tax document coordinates
"Tax Document Coordinates" point to the location
of a digital tax document
in the tax data exchange network
  • A tax document provider gives the document coordinates to the document recipient
  • The recipient conveys the coordinates to their tax software or tax professional for import into their income tax return
  • The coordinates consist of three pieces of information:
    • The unique ID of the Tax Data Exchange Network participant hosting the digital tax document
    • The unique ID of document
    • A difficult-to-guess document passcode
Example tax document
Sample Document
Example Tax Software Prompt

Import Your Tax Document Data

To import your tax document information, copy and paste your tax document coordinates into the space below.

Tax Document Coordinates

Example QR Code

Your Tax Document Coordinates

QR Code

Form8949DotCom:6313517646872576:281668

Scan this QR code withyour participating tax software smartphone app

Tax Software Retrieves Tax Document Data

The tax software uses a simple REST API call as illustrated in the below "curl" command.

Regular

curl --request GET \
  --location "https://host-domain-here/fdx/v6/tax-forms/6313517646872576" \
  --header "Accept: application/json" \
  --header "X-ApiKey: api-key-here" \
  --basic --user 6313517646872576:281668

Exception 1: Aggregate qualifying transactions.

curl --request GET \
  --location "https://host-domain-here/fdx/v6/tax-forms/6313517646872576?exception1=true" \
  --header "Accept: application/json" \
  --header "X-ApiKey: api-key-here" \
  --basic --user 6313517646872576:281668
Form 8949 PDF Statements May Also Be Retrieved For Attachment to the Income Tax Return
Especially applies to high volume stock traders

Two step process:

Step 1 — Import summary transactions for Form 8949. 

curl --request GET \
  --location "https://host-domain-here/fdx/v6/tax-forms/6313517646872576?summary=true" \
  --header "Accept: application/json" \
  --header "X-ApiKey: api-key-here" \
  --basic --user 6313517646872576:281668

Step 2 — Retrieve PDF for attachment 

curl --request GET \
  --location "https://host-domain-here/fdx/v6/tax-forms/6313517646872576" \
  --header "Accept: application/pdf" \
  --header "X-ApiKey: api-key-here" \
  --basic --user 6313517646872576:281668