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Transcript Data
Here are example specifications for the data returned for different types of IRS transcripts.
Note that each transcript may have more or fewer fields than those shown below. The returned data will however follow the general pattern seen below where all of the keys inside the data field will be fully capitalized.

Tax Return Transcript

{
"name": "201712_Tax Return Transcript_SMIT_100222222222",
"type": "tax_return_transcript",
"created_at": "2021-05-25T19:53:34.223Z",
"updated_at": "2021-05-25T19:53:38.391Z",
"data": {
"DOCUMENT_METADATA": {
"REQUEST DATE": "03-26-2021",
"RESPONSE DATE": "03-26-2021",
"TRACKING NUMBER": "1022222222",
"SSN PROVIDED": "XXX-XX-2222",
"TAX PERIOD ENDING": "Dec. 31, 2017"
},
"MAIN DATA": {
"FILING INFO": {
"SSN": "XXX-XX-2222",
"SPOUSE SSN": null,
"NAME(S) SHOWN ON RETURN": "JOHN SMIT",
"ADDRESS": "2200 O",
"FILING STATUS": "Single",
"FORM NUMBER": "1040",
"CYCLE POSTED": "20181505",
"RECEIVED DATE": "Apr.15, 2018",
"REMITTANCE": "$0.00",
"EXEMPTION NUMBER": "1",
"DEPENDENT 1 NAME CTRL": null,
"DEPENDENT 1 SSN": null,
"DEPENDENT 2 NAME CTRL": null,
"DEPENDENT 2 SSN": null,
"DEPENDENT 3 NAME CTRL": null,
"DEPENDENT 3 SSN": null,
"DEPENDENT 4 NAME CTRL": null,
"DEPENDENT 4 SSN": null,
"PTIN": null,
"PREPARER EIN": null
},
"INCOME": {
"WAGES, SALARIES, TIPS, ETC": "$0.00",
"TAXABLE INTEREST INCOME: SCH B": "$0.00",
"TAX-EXEMPT INTEREST": "$0.00",
"ORDINARY DIVIDEND INCOME: SCH B": "$0.00",
"QUALIFIED DIVIDENDS": "$0.00",
"REFUNDS OF STATE/LOCAL TAXES": "$0.00",
"ALIMONY RECEIVED": "$0.00",
"BUSINESS INCOME OR LOSS (SCHEDULE C)": "$22,222.00",
"BUSINESS INCOME OR LOSS: SCH C PER COMPUTER": "$22,222.00",
"CAPITAL GAIN OR LOSS: (SCHEDULE D)": "$0.00",
"CAPITAL GAINS OR LOSS: SCH D PER COMPUTER": "$0.00",
"OTHER GAINS OR LOSSES (FORM 4797)": "$0.00",
"TOTAL IRA DISTRIBUTIONS": "$0.00",
"TAXABLE IRA DISTRIBUTIONS": "$0.00",
"TOTAL PENSIONS AND ANNUITIES": "$0.00",
"TAXABLE PENSION/ANNUITY AMOUNT": "$0.00",
"RENT/ROYALTY/PARTNERSHIP/ESTATE (SCHEDULE E)": "$0.00",
"RENT/ROYALTY/PARTNERSHIP/ESTATE (SCHEDULE E) PER COMPUTER": "$0.00",
"RENT/ROYALTY INCOME/LOSS PER COMPUTER": "$0.00",
"ESTATE/TRUST INCOME/LOSS PER COMPUTER": "$0.00",
"PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER": "$0.00",
"FARM INCOME OR LOSS (SCHEDULE F)": "$0.00",
"FARM INCOME OR LOSS (SCHEDULE F) PER COMPUTER": "$0.00",
"UNEMPLOYMENT COMPENSATION": "$0.00",
"TOTAL SOCIAL SECURITY BENEFITS": "$0.00",
"TAXABLE SOCIAL SECURITY BENEFITS": "$0.00",
"TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER": "$0.00",
"OTHER INCOME": "$0.00",
"SCHEDULE EIC SE INCOME PER COMPUTER": "$22,222.00",
"SCHEDULE EIC EARNED INCOME PER COMPUTER": "$22,222.00",
"SCH EIC DISQUALIFIED INC COMPUTER": "$0.00",
"TOTAL INCOME": "$22,222.00",
"TOTAL INCOME PER COMPUTER": "$22,222.00"
},
"ADJUSTMENTS TO INCOME": {
"EDUCATOR EXPENSES": "$0.00",
"EDUCATOR EXPENSES PER COMPUTER": "$0.00",
"RESERVIST AND OTHER BUSINESS EXPENSE": "$0.00",
"HEALTH SAVINGS ACCT DEDUCTION": "$0.00",
"HEALTH SAVINGS ACCT DEDUCTION PER COMPTR": "$0.00",
"MOVING EXPENSES: F3903": "$2,222.00",
"SELF EMPLOYMENT TAX DEDUCTION": "$222.00",
"SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER": "$222.00",
"SELF EMPLOYMENT TAX DEDUCTION VERIFIED": "$0.00",
"KEOGH/SEP CONTRIBUTION DEDUCTION": "$0.00",
"SELF-EMP HEALTH INS DEDUCTION": "$0.00",
"EARLY WITHDRAWAL OF SAVINGS PENALTY": "$0.00",
"ALIMONY PAID SSN": null,
"ALIMONY PAID": "$0.00",
"IRA DEDUCTION": "$0.00",
"IRA DEDUCTION PER COMPUTER": "$0.00",
"STUDENT LOAN INTEREST DEDUCTION": "$0.00",
"STUDENT LOAN INTEREST DEDUCTION PER COMPUTER": "$0.00",
"STUDENT LOAN INTEREST DEDUCTION VERIFIED": "$0.00",
"TUITION AND FEES DEDUCTION": "$0.00",
"TUITION AND FEES DEDUCTION PER COMPUTER": "$0.00",
"DOMESTIC PRODUCTION ACTIVITIES DEDUCTION": "$0.00",
"DOMESTIC PRODUCTION ACTIVITIES DEDUCTION PER COMPUTER": "$0.00",
"OTHER ADJUSTMENTS": "$0.00",
"ARCHER MSA DEDUCTION": "$0.00",
"ARCHER MSA DEDUCTION PER COMPUTER": "$0.00",
"TOTAL ADJUSTMENTS": "$2,222.00",
"TOTAL ADJUSTMENTS PER COMPUTER": "$2,222.00",
"ADJUSTED GROSS INCOME": "$2,222.00",
"ADJUSTED GROSS INCOME PER COMPUTER": "$2,222.00"
},
"TAX AND CREDITS": {
"65-OR-OVER": "NO",
"BLIND": "NO",
"SPOUSE 65-OR-OVER": "NO",
"SPOUSE BLIND": "NO",
"STANDARD DEDUCTION PER COMPUTER": "$2,222.00",
"ADDITIONAL STANDARD DEDUCTION PER COMPUTER": "$0.00",
"TAX TABLE INCOME PER COMPUTER": "$2,222.00",
"EXEMPTION AMOUNT PER COMPUTER": "$2,222.00",
"TAXABLE INCOME": "$0.00",
"TAXABLE INCOME PER COMPUTER": "$0.00",
"TOTAL POSITIVE INCOME PER COMPUTER": "$22,222.00",
"TENTATIVE TAX": "$0.00",
"TENTATIVE TAX PER COMPUTER": "$0.00",
"FORM 8814 ADDITIONAL TAX AMOUNT": "$0.00",
"TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER": "$0.00",
"FORM 6251 ALTERNATIVE MINIMUM TAX": "$0.00",
"FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER": "$0.00",
"FOREIGN TAX CREDIT": "$0.00",
"FOREIGN TAX CREDIT PER COMPUTER": "$0.00",
"FOREIGN INCOME EXCLUSION PER COMPUTER": "$0.00",
"FOREIGN INCOME EXCLUSION TAX PER COMPUTER": "$0.00",
"EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT": "$0.00",
"EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT": "$0.00",
"CHILD & DEPENDENT CARE CREDIT": "$0.00",
"CHILD & DEPENDENT CARE CREDIT PER COMPUTER": "$0.00",
"CREDIT FOR ELDERLY AND DISABLED": "$0.00",
"CREDIT FOR ELDERLY AND DISABLED PER COMPUTER": "$0.00",
"EDUCATION CREDIT": "$0.00",
"EDUCATION CREDIT PER COMPUTER": "$0.00",
"GROSS EDUCATION CREDIT PER COMPUTER": "$0.00",
"RETIREMENT SAVINGS CNTRB CREDIT": "$0.00",
"RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER": "$0.00",
"PRIM RET SAV CNTRB: F8880 LN6A": "$0.00",
"SEC RET SAV CNTRB: F8880 LN6B": "$0.00",
"TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR": "$0.00",
"RESIDENTIAL ENERGY CREDIT": "$0.00",
"RESIDENTIAL ENERGY CREDIT PER COMPUTER": "$0.00",
"CHILD TAX CREDIT": "$0.00",
"CHILD TAX CREDIT PER COMPUTER": "$0.00",
"ADOPTION CREDIT: F8839": "$0.00",
"ADOPTION CREDIT PER COMPUTER": "$0.00",
"FORM 8396 MORTGAGE CERTIFICATE CREDIT": "$0.00",
"FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER": "$0.00",
"F3800, F8801 AND OTHER CREDIT AMOUNT": "$0.00",
"FORM 3800 GENERAL BUSINESS CREDITS": "$0.00",
"FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER": "$0.00",
"PRIOR YR MIN TAX CREDIT: F8801": "$0.00",
"PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER": "$0.00",
"F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT": "$0.00",
"F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER": "$0.00",
"F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT": "$0.00",
"F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER": "$0.00",
"OTHER CREDITS": "$0.00",
"TOTAL CREDITS": "$0.00",
"TOTAL CREDITS PER COMPUTER": "$0.00",
"INCOME TAX AFTER CREDITS PER COMPUTER": "$0.00"
},
"OTHER TAXES": {
"SE TAX": "$2,222.00",
"SE TAX PER COMPUTER": "$2,222.00",
"SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS": "$0.00",
"SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER": "$0.00",
"TAX ON QUALIFIED PLANS F5329 (PR)": "$0.00",
"TAX ON QUALIFIED PLANS F5329 PER COMPUTER": "$0.00",
"IRAF TAX PER COMPUTER": "$0.00",
"TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER": "$2,222.00",
"IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER": "$2,222.00",
"OTHER TAXES PER COMPUTER": "$0.00",
"UNPAID FICA ON REPORTED TIPS": "$0.00",
"OTHER TAXES": "$0.00",
"RECAPTURE TAX: F8611": "$0.00",
"HOUSEHOLD EMPLOYMENT TAXES": "$0.00",
"HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER": "$0.00",
"HEALTH CARE RESPONSIBILITY PENALTY": "$0.00",
"HEALTH CARE RESPONSIBILITY PENALTY VERIFIED": "$0.00",
"HEALTH COVERAGE RECAPTURE: F8885": "$0.00",
"RECAPTURE TAXES": "$0.00",
"TOTAL ASSESSMENT PER COMPUTER": "$2,222.00",
"TOTAL TAX LIABILITY TP FIGURES": "$2,222.00",
"TOTAL TAX LIABILITY TP FIGURES PER COMPUTER": "$2,222.00"
},
"PAYMENTS": {
"FEDERAL INCOME TAX WITHHELD": "$0.00",
"HEALTH CARE: INDIVIDUAL RESPONSIBILITY": "$0.00",
"HEALTH CARE FULL-YEAR COVERAGE INDICATOR": "0",
"ESTIMATED TAX PAYMENTS": "$0.00",
"OTHER PAYMENT CREDIT": "$0.00",
"REFUNDABLE EDUCATION CREDIT": "$0.00",
"REFUNDABLE EDUCATION CREDIT PER COMPUTER": "$0.00",
"REFUNDABLE EDUCATION CREDIT VERIFIED": "$0.00",
"EARNED INCOME CREDIT": "$222.00",
"EARNED INCOME CREDIT PER COMPUTER": "$222.00",
"EARNED INCOME CREDIT NONTAXABLE COMBAT PAY": "$0.00",
"SCHEDULE 8812 NONTAXABLE COMBAT PAY": "$0.00",
"EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD": "$0.00",
"SCHEDULE 8812 TOT SS/MEDICARE WITHHELD": "$0.00",
"SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT": "$0.00",
"SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER": "$0.00",
"SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED": "$0.00",
"AMOUNT PAID WITH FORM 4868": "$0.00",
"FORM 2439 REGULATED INVESTMENT COMPANY CREDIT": "$0.00",
"FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS": "$0.00",
"FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER": "$0.00",
"HEALTH COVERAGE TX CR: F8885": "$0.00",
"PREMIUM TAX CREDIT AMOUNT": "$0.00",
"PREMIUM TAX CREDIT VERIFIED AMOUNT": "$0.00",
"PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT": "$0.00",
"SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT": "$0.00",
"FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT": "$0.00",
"FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER": "$0.00",
"SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER": "$0.00",
"SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2)": "$0.00",
"FORM 2439 AND OTHER CREDITS": "$0.00",
"TOTAL PAYMENTS": "$222.00",
"TOTAL PAYMENTS PER COMPUTER": "$222.00"
},
"REFUND OR AMOUNT OWED": {
"AMOUNT YOU OWE": "$2,222.00",
"APPLIED TO NEXT YEAR'S ESTIMATED TAX": "$0.00",
"ESTIMATED TAX PENALTY": "$22.00",
"TAX ON INCOME LESS STATE REFUND PER COMPUTER": "$0.00",
"BAL DUE/OVER PYMT USING TP FIG PER COMPUTER": "$2,222.00",
"BAL DUE/OVER PYMT USING COMPUTER FIGURES": "$2,222.00",
"FORM 8888 TOTAL REFUND PER COMPUTER": "$0.00"
},
"THIRD PARTY DESIGNEE": {
"THIRD PARTY DESIGNEE ID NUMBER": null,
"AUTHORIZATION INDICATOR": "0",
"THIRD PARTY DESIGNEE NAME": null
}
},
"SCHEDULE C--PROFIT OR LOSS FROM BUSINESS": {
"FILING INFO": {
"SOCIAL SECURITY NUMBER": "XXX-XX-2222",
"EMPLOYER ID NUMBER": "XX-XXX2222",
"BUSINESS NAME": "ZZZZ IN",
"DESCRIPTION OF BUSINESS/PROFESSION": null,
"NAICS CODE": "541213",
"ACCT MTHD": "Cash",
"FIRST TIME SCHEDULE C FILED": "N",
"STATUTORY EMPLOYEE IND": "N"
},
"INCOME": {
"GROSS RECEIPTS OR SALES": "$22,222.00",
"RETURNS AND ALLOWANCES": "$0.00",
"NET GROSS RECEIPTS": "$22,222.00",
"COST OF GOODS SOLD": "$0.00",
"SCHEDULE C FORM 1099 REQUIRED": "NO",
"SCHEDULE C FORM 1099 FILED": "NONE",
"OTHER INCOME": "$0.00"
},
"EXPENSES": {
"CAR AND TRUCK EXPENSES": "$0.00",
"DEPRECIATION": "$0.00",
"INSURANCE (OTHER THAN HEALTH)": "$0.00",
"MORTGAGE INTEREST": "$0.00",
"LEGAL AND PROFESSIONAL SERVICES": "$2,222.00",
"REPAIRS AND MAINTENANCE": "$222.00",
"TRAVEL": "$2,222.00",
"MEALS AND ENTERTAINMENT": "$2,222.00",
"WAGES": "$0.00",
"OTHER EXPENSES": "$0.00",
"TOTAL EXPENSES": "$22,222.00",
"EXP FOR BUSINESS USE OF HOME": "$0.00",
"SCH C NET PROFIT OR LOSS PER COMPUTER": "$22,222.00",
"AT RISK CD": null,
"OFFICE EXPENSE AMOUNT": "$222.00",
"UTILITIES EXPENSE AMOUNT": "$0.00"
},
"COST OF GOODS SOLD": {
"INVENTORY AT BEGINNING OF YEAR": "$0.00",
"INVENTORY AT END OF YEAR": "$0.00"
}
},
"SCHEDULE SE--SELF-EMPLOYMENT TAX": {
"FILING INFO": {
"SSN OF SELF-EMPLOYED TAXPAYER": "XXX-XX-2222",
"NET FARM PROFIT/LOSS: SCH F": "$0.00",
"CONSERVATION RESERVE PROGRAM PAYMENTS": "$0.00",
"NET NONFARM PROFIT/LOSS": "$22,222.00",
"TOTAL SE INCOME": "$22,222.00",
"SE QUARTERS COVERED": "4",
"TOTAL SE TAX PER COMPUTER": "$2,222.00",
"SE INCOME COMPUTER VERIFIED": "$0.00",
"SE INCOME PER COMPUTER": "$22,222.00",
"TOTAL NET EARNINGS PER COMPUTER": "$22,222.00"
},
"LONG FORM ONLY": {
"TENTATIVE CHURCH EARNINGS": "$0.00",
"TOTAL SOC SEC & RR WAGES": "$0.00",
"SE SS TAX COMPUTER": "$2,222.22",
"SE MEDICARE INCOME PER COMPUTER": "$22,222.00",
"SE MEDICARE TAX PER COMPUTER": "$222.22",
"SE FARM OPTION METHOD USED": "0",
"SE OPTIONAL METHOD INCOME": "$0.00"
}
},
"FORM 8863 - EDUCATION CREDITS (HOPE AND LIFETIME LEARNING CREDITS)": {
"PART III - ALLOWABLE EDUCATION CREDITS": {
"GROSS EDUCATION CR PER COMPUTER": "$0.00",
"TOTAL EDUCATION CREDIT AMOUNT": "$0.00",
"TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER": "$0.00"
}
},
"FORM 8965": {
"FILING INFO": {
"HOUSEHOLD INCOME BELOW FILING THRESHOLD EXEMPTION": "1",
"SSN INDIVIDUAL 1": null,
"EXEMPTION INDIVIDUAL 1": null,
"FULL YEAR INDICATOR INDIVIDUAL 1": "0",
"MONTH INDICATOR INDIVIDUAL 1 - MONTHS CHECKED": "None",
"SSN INDIVIDUAL 2": null,
"EXEMPTION INDIVIDUAL 2": null,
"FULL YEAR INDICATOR INDIVIDUAL 2": "0",
"MONTH INDICATOR INDIVIDUAL 2 - MONTHS CHECKED": "None",
"SSN INDIVIDUAL 3": null,
"EXEMPTION INDIVIDUAL 3": null,
"FULL YEAR INDICATOR INDIVIDUAL 3": "0",
"MONTH INDICATOR INDIVIDUAL 3 - MONTHS CHECKED": "None",
"SSN INDIVIDUAL 4": null,
"EXEMPTION INDIVIDUAL 4": null,
"FULL YEAR INDICATOR INDIVIDUAL 4": "0",
"MONTH INDICATOR INDIVIDUAL 4 - MONTHS CHECKED": "None",
"SSN INDIVIDUAL 5": null,
"EXEMPTION INDIVIDUAL 5": null,
"FULL YEAR INDICATOR INDIVIDUAL 5": "0",
"MONTH INDICATOR INDIVIDUAL 5 - MONTHS CHECKED": "None",
"SSN INDIVIDUAL 6": null,
"EXEMPTION INDIVIDUAL 6": null,
"FULL YEAR INDICATOR INDIVIDUAL 6": "0",
"MONTH INDICATOR INDIVIDUAL 6 - MONTHS CHECKED": "None"
}
}
}
}

Tax Account Transcript

{
"name": "201712_Account Transcript_SMIT_100702222222",
"type": "tax_account_transcript",
"created_at": "2021-05-25T19:53:34.223Z",
"updated_at": "2021-05-25T19:53:38.391Z",
"data": {
"DOCUMENT_METADATA": {
"REQUEST DATE": "05-17-2021",
"RESPONSE DATE": "05-17-2021",
"TRACKING NUMBER": "100795020758",
"FORM NUMBER": "1040",
"TAX PERIOD": "Dec. 31, 2017",
"TAXPAYER IDENTIFICATION NUMBER": "XXX-XX-2222"
},
"ACCOUNT BALANCE": "2.22",
"ACCOUNT BALANCE PLUS ACCRUALS (THIS IS NOT A PAYOFF AMOUNT)": "2.22",
"EXEMPTIONS": "01",
"FILING STATUS": "Single",
"ADJUSTED GROSS INCOME": "81,222.22",
"TAXABLE INCOME": "71,222.22",
"TAX PER RETURN": "13,222.22",
"SE TAXABLE INCOME TAXPAYER": "2.22",
"SE TAXABLE INCOME SPOUSE": "2.22",
"TOTAL SELF EMPLOYMENT TAX": "2.22",
"ACCRUED INTEREST": {
"VALUE": "2.22",
"AS OF": "May 14, 2018"
},
"ACCRUED PENALTY": {
"VALUE": "2.22",
"AS OF": "May 14, 2018"
},
"RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER)": "Apr. 15, 2018",
"PROCESSING DATE": "May 07, 2018",
"TRANSACTIONS": [
{
"CODE": "150",
"EXPLANATION OF TRANSACTION": "Tax return filed 80221-503-18337-8",
"CYCLE": "20181605",
"DATE": "05-07-2018",
"AMOUNT": "$13,222.22"
},
{
"CODE": "806",
"EXPLANATION OF TRANSACTION": "W-2 or 1099 withholding",
"CYCLE": null,
"DATE": "04-15-2018",
"AMOUNT": "-$13,222.22"
},
{
"CODE": "846",
"EXPLANATION OF TRANSACTION": "Refund issued",
"CYCLE": null,
"DATE": "04-25-2018",
"AMOUNT": "$222.22"
}
]
}
}

Wage and Income Transcript

The returned object contains keys corresponding to different IRS form types such as "Schedule K-1 1065", and the value is a list of one or more elements corresponding to the number of that form type that is reported in the Wage and Income Transcript.
{
"name": "201712_Tax Return Transcript_SMIT_102222222222",
"type": "wage_and_income_transcript",
"created_at": "2021-05-25T19:53:34.223Z",
"updated_at": "2021-05-25T19:53:38.391Z",
"data": {
"DOCUMENT_METADATA": {
"REQUEST DATE": "05-21-2021",
"RESPONSE DATE": "05-21-2021",
"TRACKING NUMBER": "222222222222",
"SSN PROVIDED": "XXX-XX-2222",
"TAX PERIOD REQUESTED": "December, 2019"
},
"FORM W-2 WAGE AND TAX STATEMENT": [
{
"METADATA": {
"EMPLOYER": {
"EMPLOYER IDENTIFICATION NUMBER (EIN)": "XXXXX6163",
"NAME": "RAPI",
"TYPE": "345 CA"
},
"EMPLOYEE": {
"EMPLOYEE'S SOCIAL SECURITY NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"WAGES, TIPS AND OTHER COMPENSATION": "$22,222.22",
"FEDERAL INCOME TAX WITHHELD": "$22,222.22",
"SOCIAL SECURITY WAGES": "$22,222.22",
"SOCIAL SECURITY TAX WITHHELD": "$2,222.22",
"MEDICARE WAGES AND TIPS": "$22,222.22",
"MEDICARE TAX WITHHELD": "$2,222.22",
"SOCIAL SECURITY TIPS": "$2.22",
"ALLOCATED TIPS": "$2.22",
"DEPENDENT CARE BENEFITS": "$2.22",
"DEFERRED COMPENSATION": "$2.22",
"CODE \"Q\" NONTAXABLE COMBAT PAY": "$2.22",
"CODE \"W\" EMPLOYER CONTRIBUTIONS TO A HEALTH SAVINGS ACCOUNT": "$2.22",
"PLAN": "$2.22",
"CODE \"R\" EMPLOYER'S CONTRIBUTION TO MSA": "$2.22",
"CODE \"S\" EMPLOYER'S CONTRIBUTION TO SIMPLE ACCOUNT": "$2.22",
"CODE \"T\" EXPENSES INCURRED FOR QUALIFIED ADOPTIONS": "$2.22",
"CODE \"V\" INCOME FROM EXERCISE OF NON-STATUTORY STOCK OPTIONS": "$2.22",
"CODE \"AA\" DESIGNATED ROTH CONTRIBUTIONS UNDER A SECTION 401(K) PLAN": "$2.22",
"CODE \"BB\" DESIGNATED ROTH CONTRIBUTIONS UNDER A SECTION 403(B) PLAN": "$2.22",
"CODE \"DD\" COST OF EMPLOYER-SPONSORED HEALTH COVERAGE": "$2.22",
"REIMBURSEMENT ARRANGEMENT": "$2.22",
"CODE \"GG\" INCOME FROM QUALIFIED EQUITY GRANTS UNDER SECTION 83(I)": "$2.22",
"OF THE CALENDAR YEAR": "$2.22",
"THIRD PARTY SICK PAY INDICATOR": "Unanswered",
"RETIREMENT PLAN INDICATOR": "Unanswered",
"STATUTORY EMPLOYEE": "Not Statutory Employee",
"W2 SUBMISSION TYPE": "Original",
"W2 WHC SSN VALIDATION CODE": "Correct SSN"
}
}
],
"FORM 1099-B PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS": [
{
"METADATA": {
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "XXXXX0995",
"NAME": "JP M",
"TYPE": "4 METR"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"ACCOUNT NUMBER": "XXXXXXXXXXXXX2098",
"DATE SOLD OR DISPOSED": "04-18-2019",
"CUSIP NUMBER": "XXXXXL101",
"GROSS PROCEEDS": "Gross proceeds",
"BARTERING": "$2.22",
"FEDERAL INCOME TAX WITHHELD": "$2.22",
"PROCEEDS": "$222.22",
"AGGREGATE PROFIT OR (LOSS)": "$2.22",
"REALIZED PROFIT OR (LOSS)": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$2.22",
"COST OR BASIS": "$222.22",
"WASH SALE LOSS DISALLOWED": "$2.22",
"ACCRUED MARKET DISCOUNT AMOUNT": "$2.22",
"DESCRIPTION": "ZOOM V",
"SECOND NOTICE INDICATOR": "",
"DATE ACQUIRED": "04-18-2019",
"NONCOVERED SECURITY INDICATOR": "Nothing checked",
"TYPE OF GAIN OR LOSS CODE": "Short-term",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "Box not checked no Filing Requirement",
"PROCEEDS FROM": "Box not checked"
}
},
{
"METADATA": {
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "XXXXX0995",
"NAME": "JP M",
"TYPE": "4 METR"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"ACCOUNT NUMBER": "XXXXXXXXXXXXX2099",
"DATE SOLD OR DISPOSED": "08-20-2019",
"CUSIP NUMBER": "XXXXXA106",
"GROSS PROCEEDS": "Gross proceeds",
"BARTERING": "$2.22",
"FEDERAL INCOME TAX WITHHELD": "$2.22",
"PROCEEDS": "$222.22",
"AGGREGATE PROFIT OR (LOSS)": "$2.22",
"REALIZED PROFIT OR (LOSS)": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$2.22",
"COST OR BASIS": "$222.22",
"WASH SALE LOSS DISALLOWED": "$2.22",
"ACCRUED MARKET DISCOUNT AMOUNT": "$2.22",
"DESCRIPTION": "SNAP I",
"SECOND NOTICE INDICATOR": "",
"DATE ACQUIRED": "02-08-2019",
"NONCOVERED SECURITY INDICATOR": "Nothing checked",
"TYPE OF GAIN OR LOSS CODE": "Short-term",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "Box not checked no Filing Requirement",
"PROCEEDS FROM": "Box not checked"
}
},
{
"METADATA": {
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "XXXXX0995",
"NAME": "JP M",
"TYPE": "4 METR"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"ACCOUNT NUMBER": "XXXXXXXXXXXXX2100",
"DATE SOLD OR DISPOSED": "09-19-2019",
"CUSIP NUMBER": "XXXXX0109",
"GROSS PROCEEDS": "Gross proceeds",
"BARTERING": "$2.22",
"FEDERAL INCOME TAX WITHHELD": "$2.22",
"PROCEEDS": "$22.22",
"AGGREGATE PROFIT OR (LOSS)": "$2.22",
"REALIZED PROFIT OR (LOSS)": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$2.22",
"COST OR BASIS": "$22.22",
"WASH SALE LOSS DISALLOWED": "$2.22",
"ACCRUED MARKET DISCOUNT AMOUNT": "$2.22",
"DESCRIPTION": "DYNATR",
"SECOND NOTICE INDICATOR": "",
"DATE ACQUIRED": "08-02-2019",
"NONCOVERED SECURITY INDICATOR": "Nothing checked",
"TYPE OF GAIN OR LOSS CODE": "Short-term",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "Box not checked no Filing Requirement",
"PROCEEDS FROM": "Box not checked"
}
},
{
"METADATA": {
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "XXXXX0995",
"NAME": "JP M",
"TYPE": "4 METR"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"ACCOUNT NUMBER": "XXXXXXXXXXXXX2101",
"DATE SOLD OR DISPOSED": "09-12-2019",
"CUSIP NUMBER": "XXXXXT104",
"GROSS PROCEEDS": "Gross proceeds",
"BARTERING": "$2.22",
"FEDERAL INCOME TAX WITHHELD": "$2.22",
"PROCEEDS": "$222.22",
"AGGREGATE PROFIT OR (LOSS)": "$2.22",
"REALIZED PROFIT OR (LOSS)": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$2.22",
"COST OR BASIS": "$222.22",
"WASH SALE LOSS DISALLOWED": "$2.22",
"ACCRUED MARKET DISCOUNT AMOUNT": "$2.22",
"DESCRIPTION": "BOX IN",
"SECOND NOTICE INDICATOR": "",
"DATE ACQUIRED": "04-26-2019",
"NONCOVERED SECURITY INDICATOR": "Nothing checked",
"TYPE OF GAIN OR LOSS CODE": "Short-term",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "Box not checked no Filing Requirement",
"PROCEEDS FROM": "Box not checked"
}
},
{
"METADATA": {
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Amended document",
"ACCOUNT NUMBER": "XXXXXXXXXXXXX2100",
"DATE SOLD OR DISPOSED": "09-19-2019",
"CUSIP NUMBER": "XXXXX0109",
"GROSS PROCEEDS": "Gross proceeds",
"BARTERING": "$2.22",
"FEDERAL INCOME TAX WITHHELD": "$2.22",
"PROCEEDS": "$22.22",
"AGGREGATE PROFIT OR (LOSS)": "$2.22",
"REALIZED PROFIT OR (LOSS)": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 PRIOR YEAR": "$2.22",
"UNREALIZED PROFIT OR (LOSS) 12/31 CURRENT YEAR": "$2.22",
"COST OR BASIS": "$22.22",
"WASH SALE LOSS DISALLOWED": "$2.22",
"ACCRUED MARKET DISCOUNT AMOUNT": "$2.22",
"DESCRIPTION": "DYNATR",
"SECOND NOTICE INDICATOR": "",
"DATE ACQUIRED": "08-02-2019",
"NONCOVERED SECURITY INDICATOR": "Nothing checked",
"TYPE OF GAIN OR LOSS CODE": "Short-term",
"LOSS NOT ALLOWED INDICATOR": "",
"FATCA FILING REQUIREMENT": "Box not checked no Filing Requirement",
"PROCEEDS FROM": "Box not checked"
}
}
],
"FORM 1099-C CANCELLATION OF DEBT": [
{
"METADATA": {
"CREDITOR": {
"CREDITOR'S FEDERAL IDENTIFICATION NUMBER (FIN)": "XXXXX0440",
"NAME": "ONEM",
"TYPE": "PO BOX"
},
"DEBTOR": {
"DEBTOR'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "JOHN SMIT",
"TYPE": "1160 1"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"ACCOUNT NUMBER (OPTIONAL)": "XXXXXX3400",
"DATE CANCELED": "01-03-2019",
"PROPERTY FAIR MARKET VALUE": "$2.22",
"AMOUNT OF DEBT DISCHARGED": "$2,222.22",
"INTEREST FORGIVEN AMOUNT": "$2.22",
"IDENTIFIABLE EVENT CODE": "Creditor's debt collection Policy",
"DEBT DESCRIPTION": "CONSUMER LOAN"
}
}
],
"FORM 1099-G": [
{
"METADATA": {
"PAYER": {
"PAYER'S FEDERAL IDENTIFICATION NUMBER (FIN)": "XXXXX4061",
"NAME": "STAT",
"TYPE": "FRANCH"
},
"RECIPIENT": {
"RECIPIENT'S IDENTIFICATION NUMBER": "XXX-XX-2222",
"NAME": "SMIT JOHN",
"TYPE": "1644 T"
}
},
"DATA": {
"SUBMISSION TYPE": "Original document",
"ACCOUNT NUMBER (OPTIONAL)": "XXXXXX665A",
"ATAA PAYMENTS": "$2.22",
"TAX WITHHELD": "$2.22",
"TAXABLE GRANTS": "$2.22",
"UNEMPLOYMENT COMPENSATION": "$2.22",
"AGRICULTURAL SUBSIDIES": "$2.22",
"PRIOR YEAR REFUND": "$2,222.22",
"MARKET GAIN ON COMMODITY CREDIT CORPORATION LOANS REPAID": "$2.22",
"YEAR OF REFUND": "2018",
"1099G OFFSET": "Not Refund, Credit, or Offset for Trade or Business",
"SECOND TIN NOTICE": ""
}
}
]
}
}

Record of Account Transcript

{
"name": "201912_Verification of Non-Filing_SMIT_100702222223",
"type": "verification_of_non_filing_letter",
"created_at": "2021-05-25T19:53:34.223Z",
"updated_at": "2021-05-25T19:53:38.391Z",
"data": {
"DOCUMENT_METADATA": {
"REQUEST DATE": "05-21-2021",
"RESPONSE DATE": "05-21-2021",
"TRACKING NUMBER": "100822222222",
"FORM NUMBER": "1040",
"TAX PERIOD": "Dec. 31, 2019",
"TAXPAYER IDENTIFICATION NUMBER": "XXX-XX-2222"
},
"ACCOUNT BALANCE": "0.00",
"ACCOUNT BALANCE PLUS ACCRUALS (THIS IS NOT A PAYOFF AMOUNT)": "0.00",
"EXEMPTIONS": "01",
"FILING STATUS": "Single",
"ADJUSTED GROSS INCOME": "22,222.00",
"TAXABLE INCOME": "22,222.00",
"TAX PER RETURN": "22,222.00",
"SE TAXABLE INCOME TAXPAYER": "0.00",
"SE TAXABLE INCOME SPOUSE": "0.00",
"TOTAL SELF EMPLOYMENT TAX": "0.00",
"SSN PROVIDED": "XXX-XX-2222",
"ACCRUED INTEREST": {
"VALUE": "0.00",
"AS OF": "May 24, 2021"
},
"ACCRUED PENALTY": {
"VALUE": "0.00",
"AS OF": "May 24, 2021"
},
"RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER)": "Jul. 13, 2020",
"PROCESSING DATE": "Aug. 10, 2020",
"TRANSACTIONS": [
{
"CODE": "150",
"EXPLANATION OF TRANSACTION": "Tax return filed 16221-595-65430-0",
"CYCLE": "20203005",
"DATE": "08-10-2020",
"AMOUNT": "$22,222.00"
},
{
"CODE": "806",
"EXPLANATION OF TRANSACTION": "W-2 or 1099 withholding",
"CYCLE": null,
"DATE": "04-15-2020",
"AMOUNT": "-$22,222.00"
},
{
"CODE": "826",
"EXPLANATION OF TRANSACTION": "Credit transferred out to 1040 201712",
"CYCLE": null,
"DATE": "04-15-2020",
"AMOUNT": "$222.00"
},
{
"CODE": "971",
"EXPLANATION OF TRANSACTION": "Notice issued",
"CYCLE": null,
"DATE": "08-10-2020",
"AMOUNT": "$0.00"
},
{
"CODE": "922",
"EXPLANATION OF TRANSACTION": "Review of unreported income",
"CYCLE": null,
"DATE": "05-02-2021",
"AMOUNT": "$0.00"
}
],
"MAIN DATA": {
"FILING INFO": {
"SSN": "XXX-XX-2222",
"SPOUSE SSN": null,
"NAME(S) SHOWN ON RETURN": "JOHN SMIT",
"ADDRESS": "2222 T",
"FILING STATUS": "Single",
"FORM NUMBER": "1040",
"CYCLE POSTED": "20203005",
"RECEIVED DATE": "Jul.13, 2020",
"REMITTANCE": "$0.00",
"EXEMPTION NUMBER": "1",
"DEPENDENT 1 NAME CTRL": null,
"DEPENDENT 1 SSN": null,
"DEPENDENT 2 NAME CTRL": null,
"DEPENDENT 2 SSN": null,
"DEPENDENT 3 NAME CTRL": null,
"DEPENDENT 3 SSN": null,
"DEPENDENT 4 NAME CTRL": null,
"DEPENDENT 4 SSN": null,
"IDENTITY THEFT PERSONAL ID NUMBER": null,
"PTIN": "XXX-XX-3333",
"PREPARER EIN": "XX-XXX3333"
},
"INCOME": {
"WAGES, SALARIES, TIPS, ETC": "$22,222.00",
"TAXABLE INTEREST INCOME: SCH B": "$0.00",
"TAX-EXEMPT INTEREST": "$0.00",
"ORDINARY DIVIDEND INCOME: SCH B": "$0.00",
"QUALIFIED DIVIDENDS": "$0.00",
"REFUNDS OF STATE/LOCAL TAXES": "$0.00",
"ALIMONY RECEIVED": "$0.00",
"BUSINESS INCOME OR LOSS (SCHEDULE C)": "$0.00",
"BUSINESS INCOME OR LOSS: SCH C PER COMPUTER": "$0.00",
"CAPITAL GAIN OR LOSS: (SCHEDULE D)": "$0.00",
"CAPITAL GAINS OR LOSS: SCH D PER COMPUTER": "$0.00",
"OTHER GAINS OR LOSSES (FORM 4797)": "$0.00",
"TOTAL IRA DISTRIBUTIONS": "$0.00",
"TAXABLE IRA DISTRIBUTIONS": "$0.00",
"TOTAL PENSIONS AND ANNUITIES": "$0.00",
"TAXABLE PENSION/ANNUITY AMOUNT": "$0.00",
"ADDITIONAL INCOME": "$0.00",
"ADDITIONAL INCOME PER COMPUTER": "$0.00",
"REFUNDABLE CREDITS PER COMPUTER": "$0.00",
"REFUNDABLE EDUCATION CREDIT PER COMPUTER": "$0.00",
"QUALIFIED BUSINESS INCOME DEDUCTION": "$0.00",
"RENT/ROYALTY/PARTNERSHIP/ESTATE (SCHEDULE E)": "$0.00",
"RENT/ROYALTY/PARTNERSHIP/ESTATE (SCHEDULE E) PER COMPUTER": "$0.00",
"RENT/ROYALTY INCOME/LOSS PER COMPUTER": "$0.00",
"ESTATE/TRUST INCOME/LOSS PER COMPUTER": "$0.00",
"PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER": "$0.00",
"FARM INCOME OR LOSS (SCHEDULE F)": "$0.00",
"FARM INCOME OR LOSS (SCHEDULE F) PER COMPUTER": "$0.00",
"UNEMPLOYMENT COMPENSATION": "$0.00",
"TOTAL SOCIAL SECURITY BENEFITS": "$0.00",
"TAXABLE SOCIAL SECURITY BENEFITS": "$0.00",
"TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER": "$0.00",
"OTHER INCOME": "$0.00",
"SCHEDULE EIC SE INCOME PER COMPUTER": "$0.00",
"SCHEDULE EIC EARNED INCOME PER COMPUTER": "$0.00",
"SCH EIC DISQUALIFIED INC COMPUTER": "$0.00",
"F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER": "$0.00",
"F8995 NET CAPITAL GAINS COMPUTER": "$0.00",
"TOTAL INCOME": "$22,222.00",
"TOTAL INCOME PER COMPUTER": "$22,222.00"
},
"ADJUSTMENTS TO INCOME": {
"EDUCATOR EXPENSES": "$0.00",
"EDUCATOR EXPENSES PER COMPUTER": "$0.00",
"RESERVIST AND OTHER BUSINESS EXPENSE": "$0.00",
"HEALTH SAVINGS ACCT DEDUCTION": "$0.00",
"HEALTH SAVINGS ACCT DEDUCTION PER COMPTR": "$0.00",
"MOVING EXPENSES: F3903": "$0.00",
"SELF EMPLOYMENT TAX DEDUCTION": "$0.00",
"SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER": "$0.00",
"SELF EMPLOYMENT TAX DEDUCTION VERIFIED": "$0.00",
"KEOGH/SEP CONTRIBUTION DEDUCTION": "$0.00",