ModernTax
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Other Types of Data
Here are example specifications for different types of data returned by Carta, TurboTax and IRS.
{All of the following data will be returned through the same API of /v1/taxpayers
Note that data availability depends on the invitation process workflow that an end-user went through.

TurboTax Personal Information

"turbotax_personal_info": {
"agi": "250000.00",
"zip": "123456",
"firstName": "JOHN",
"addressCity": "San Francisco",
"dateOfBirth": "1980-05-22",
"addressState": "CA",
"filingStatus": "Single",
"addressStreet": "1234 MAIN STREET",
"incomeSources": "ModernTax Inc",
"yearsTaxesStarted": "2019,2020",
"rawData": {
"agi": "250000.00",
"pyp": null,
"zip": "123456",
"city": "San Francisco",
"isFFA": false,
"state": "CA",
"tpDOB": "1980-05-22",
"street": "1234 Main Street",
"partner": null,
"prospect": false,
"skipYear": null,
"dashboard": "NOT_STARTED",
"employers": [
{
"ein": "12-3456789",
"employerName": "ModernTax Inc."
}
],
"priorYears": "2020",
"timeToLive": null,
"tpLastName": "SMITH",
"typeOf1040": "1040",
"tpFirstName": "JOHN",
"filingStatus": "Single",
"priorityCode": null,
"creditForSale": null,
"priorYearInfo": [
{
"taxYear": "2020",
"bundlesHeld": [],
"capitalGains": 1272,
"householdTax": 0,
"priorYearAGI": 250000,
"priorYearDMP": "UnknownDMP",
"priorYearPRS": "UnknownPRS",
"priorYearSku": "SmallBusiness",
"interestIncome": 16,
"priorYearAmend": false,
"priorYearPcode": "UnknownPcode",
"priorYearSkuId": 64,
"educatorCredits": 0,
"educationCredits": 0,
"iraContributions": 0,
"priorYearDep1DOB": null,
"priorYearDep2DOB": null,
"priorYearDep3DOB": null,
"priorYearDep4DOB": null,
"priorYearDep5DOB": null,
"priorYearHas1098": false,
"priorYearComplete": true,
"priorYearHas1098C": false,
"priorYearHas1098T": false,
"priorYearHas1099G": false,
"priorYearMilitary": null,
"priorYearRejected": 0,
"businessExpenseL28": 0,
"businessExpenseL30": 0,
"businessExpenseSL2": 0,
"businessExpenseTL2": 0,
"priorYearNumOfDeps": "0",
"priorYearScheduleA": false,
"priorYearScheduleB": false,
"priorYearScheduleC": false,
"priorYearScheduleD": true,
"priorYearScheduleE": false,
"priorYearScheduleF": false,
"priorYearStartDate": null,
"netPremiumTaxCredit": 0,
"priorYearAmountPaid": null,
"priorYearInitialSku": "SmallBusiness",
"priorYearScheduleK1": null,
"studentLoanInterest": 0,
"priorYearAmendAmount": 0,
"priorYearIsHomeowner": false,
"alternativeMinimumTax": 0,
"priorYearCompleteDate": 1630185425267,
"priorYearDep1LastName": null,
"priorYearDep2LastName": null,
"priorYearDep3LastName": null,
"priorYearDep4LastName": null,
"priorYearDep5LastName": null,
"priorYearRenterCredit": null,
"priorYearScheduleCEZS": false,
"priorYearScheduleCEZT": false,
"priorYearScheduleEITC": null,
"priorYearTaxableState": true,
"priorYearDep1FirstName": null,
"priorYearDep2FirstName": null,
"priorYearDep3FirstName": null,
"priorYearDep4FirstName": null,
"priorYearDep5FirstName": null,
"priorYearDowngradeCode": "UnknownDowngradeCode",
"priorYearStateAttached": null,
"priorYearStudentCredit": null,
"priorYearMedicalExpense": "0.",
"advancedPremiumTaxCredit": 0,
"priorYearProductPlatform": "ONLINE",
"priorYearRefundAmountFed": 430,
"unemploymentCompensation": 0,
"priorYearMortgageInterest": "0.0",
"creditForElderlyOrDisabled": 0,
"priorYearOtherAuditDefense": null,
"priorYearRefundAmountState": [
{
"name": "CA",
"refund": 2505
}
],
"childAndDependentCareCredit": 0,
"priorYearCharityContribution": null,
"priorYearOtherAttachNetSpend": false,
"priorYearPropertyTaxDeduction": null,
"priorYearTuitionFeesDeduction": 0,
"retirementSavingsContributions": 0,
"priorYearOtherAttachRefundBonus": true,
"priorYearEducationDeductionsCredits": null,
"priorYearStudentLoanInterestDeduction": null
}
],
"transactionId": null,
"currentTaxYear": 2021,
"pricingDetails": [],
"consecutiveYears": 2,
"offerDescription": null,
"yearsTaxesStarted": "2019,2020",
"defaultPricingDetails": [],
"estorePricingResponse": null
},
"lastName": "PARKER",
"yearInfo": [
{
"forms": "Schedule D",
"taxYear": "2020",
"filedDate": "5/18/2021",
"capitalGains": 1272,
"dependentCount": "0",
"interestIncome": 16,
"medicalExpense": "0.",
"mortgageInterest": "0.0",
"stateRefundAmount": [
{
"name": "CA",
"refund": 2505
}
],
"federalRefundAmount": 310,
"tuitionFeesDeduction": 0
}
],
},

Carta Personal Information

{
"carta_personal_info": {
"dob": "Sept. 22, 1980",
"zip": "94107",
"city": "San Francisco",
"email": "[email protected]",
"state": "California",
"taxId": "",
"address": "404 Bryant St",
"country": "USA",
"fullName": "John Smith",
"employeeId": "123456",
"userIsStaff": "False",
"relationship": "Founder",
"details_Issuer": [
{
"Issued by": "Modrentax, Inc."
},
{
"Issued by": "Issue date",
"Modrentax, Inc.": "Sept. 22, 2005"
},
{
"Issued by": "Board approved",
"Modrentax, Inc.": "Sept. 22, 2005"
}
],
"details_shareholder": [
{
"Name": "John Smith"
},
{
"Email": "[email protected]"
},
{
"Status": "Outstanding"
}
],
"issueDateRelationship": "Founder"
},

Carta Vesting Schedule

"carta_vesting_schedule": [
{
"Date": "Sept. 28, 2017",
"Period": "1",
"Shares vested": "1,500,000",
"Cumulative vested": "1,500,000"
},
{
"Date": "Sept. 28, 2018",
"Period": "2",
"Shares vested": "1,450,100",
"Cumulative vested": "2,750,000"
},
{
"Date": "Oct. 28, 2018",
"Period": "3",
"Shares vested": "202,467",
"Cumulative vested": "4,153,167"
},
{
"Date": "Nov. 28, 2018",
"Period": "4",
"Shares vested": "202,467",
"Cumulative vested": "4,153,167"
},
{
"Date": "Dec. 28, 2018",
"Period": "5",
"Shares vested": "202,166",
"Cumulative vested": "3,022,500"
},
{
"Date": "Jan. 28, 2019",
"Period": "6",
"Shares vested": "202,167",
"Cumulative vested": "5,666,667"
},
{
"Date": "Feb. 28, 2019",
"Period": "7",
"Shares vested": "205,167",
"Cumulative vested": "3,370,834"
},
{
"Date": "March 28, 2019",
"Period": "8",
"Shares vested": "205,166",
"Cumulative vested": "4,175,000"
},
{
"Date": "April 28, 2019",
"Period": "9",
"Shares vested": "304,167",
"Cumulative vested": "6,679,167"
},
{
"Date": "May 28, 2019",
"Period": "10",
"Shares vested": "155,167",
"Cumulative vested": "2,583,334"
},
{
"Date": "June 28, 2019",
"Period": "11",
"Shares vested": "234,166",
"Cumulative vested": "1,887,500"
},
{
"Date": "July 28, 2019",
"Period": "12",
"Shares vested": "234,167",
"Cumulative vested": "3,791,667"
},
{
"Date": "Aug. 28, 2019",
"Period": "13",
"Shares vested": "123,167",
"Cumulative vested": "3,895,834"
},
{
"Date": "Sept. 28, 2019",
"Period": "14",
"Shares vested": "104,166",
"Cumulative vested": "4,000,000"
},
{
"Date": "Oct. 28, 2019",
"Period": "15",
"Shares vested": "234,567",
"Cumulative vested": "6,204,167"
},
{
"Date": "Nov. 28, 2019",
"Period": "16",
"Shares vested": "134,147",
"Cumulative vested": "6,208,334"
},
{
"Date": "Dec. 28, 2019",
"Period": "17",
"Shares vested": "334,166",
"Cumulative vested": "3,332,500"
},
{
"Date": "Jan. 28, 2020",
"Period": "18",
"Shares vested": "345,167",
"Cumulative vested": "3,436,667"
},
{
"Date": "Feb. 28, 2020",
"Period": "19",
"Shares vested": "345,167",
"Cumulative vested": "3,530,834"
},
{
"Date": "March 28, 2020",
"Period": "20",
"Shares vested": "345,166",
"Cumulative vested": "3,425,000"
},
{
"Date": "April 28, 2020",
"Period": "21",
"Shares vested": "345,167",
"Cumulative vested": "4,739,167"
},
{
"Date": "May 28, 2020",
"Period": "22",
"Shares vested": "234,167",
"Cumulative vested": "4,433,334"
},
{
"Date": "June 28, 2020",
"Period": "23",
"Shares vested": "234,166",
"Cumulative vested": "4,937,500"
},
{
"Date": "July 28, 2020",
"Period": "24",
"Shares vested": "234,167",
"Cumulative vested": "4,044,667"
},
{
"Date": "Aug. 28, 2020",
"Period": "25",
"Shares vested": "234,167",
"Cumulative vested": "4,135,834"
},
{
"Date": "Sept. 28, 2020",
"Period": "26",
"Shares vested": "234,166",
"Cumulative vested": "4,250,000"
},
{
"Date": "Oct. 28, 2020",
"Period": "27",
"Shares vested": "123,167",
"Cumulative vested": "3,354,167"
},
{
"Date": "Nov. 28, 2020",
"Period": "28",
"Shares vested": "123,167",
"Cumulative vested": "3,458,334"
},
{
"Date": "Dec. 28, 2020",
"Period": "29",
"Shares vested": "123,166",
"Cumulative vested": "3,562,500"
},
{
"Date": "Jan. 28, 2021",
"Period": "30",
"Shares vested": "123,167",
"Cumulative vested": "3,666,667"
},
{
"Date": "Feb. 28, 2021",
"Period": "31",
"Shares vested": "123,167",
"Cumulative vested": "3,770,834"
},
{
"Date": "March 28, 2021",
"Period": "32",
"Shares vested": "123,166",
"Cumulative vested": "3,875,000"
},
{
"Date": "April 28, 2021",
"Period": "33",
"Shares vested": "123,167",
"Cumulative vested": "3,979,167"
},
{
"Date": "May 28, 2021",
"Period": "34",
"Shares vested": "124,167",
"Cumulative vested": "5,083,334"
},
{
"Date": "June 28, 2021",
"Period": "35",
"Shares vested": "123,166",
"Cumulative vested": "3,127,500"
},
{
"Date": "July 28, 2021",
"Period": "36",
"Shares vested": "123,167",
"Cumulative vested": "3,291,667"
},
{
"Date": "Aug. 28, 2021",
"Period": "37",
"Shares vested": "123,167",
"Cumulative vested": "3,395,834"
},
{
"Date": "Sept. 28, 2021",
"Period": "38",
"Shares vested": "123,166",
"Cumulative vested": "3,500,000"
}
],