TD Bank Tax Forms API

FDX v6.2 Tax Forms endpoint that lists tax forms (e.g. 1099-INT, 1099-DIV) issued for a consented TD account in a given year and lets consumers retrieve the form PDF.

OpenAPI Specification

td-bank-tax-forms-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: TD Bank Tax Forms API
  description: >-
    FDX v6.2 Tax Forms endpoint. Lists tax forms (1099-INT, 1099-DIV, etc.)
    issued for a consented TD account in a given year and lets consumers
    retrieve the form PDF.
  version: '1.0.0'
  contact:
    name: TD Open Banking Developer Support
    url: https://developer.td.com
externalDocs:
  description: TD Open Banking — About Our APIs
  url: https://docs.pat.openbanking.amcb.developer.td.com/guides/about-our-apis-hdi
servers:
  - url: https://api.openbanking.amcb.developer.td.com/fdx/v6
    description: Production
  - url: https://api.openbanking.amcb.developer.td.com/sandbox/fdx/v6
    description: Sandbox
tags:
  - name: Tax Forms
security:
  - oauth2: []
paths:
  /accounts/{accountId}/tax-forms:
    get:
      operationId: listTaxForms
      summary: List Tax Forms
      tags: [Tax Forms]
      parameters:
        - name: accountId
          in: path
          required: true
          schema: { type: string }
        - name: taxYear
          in: query
          required: false
          schema: { type: integer }
      responses:
        '200':
          description: Tax forms list
          content:
            application/json:
              schema:
                type: object
                properties:
                  taxForms:
                    type: array
                    items: { $ref: '#/components/schemas/TaxForm' }
  /accounts/{accountId}/tax-forms/{taxFormId}:
    get:
      operationId: getTaxForm
      summary: Get Tax Form
      tags: [Tax Forms]
      parameters:
        - name: accountId
          in: path
          required: true
          schema: { type: string }
        - name: taxFormId
          in: path
          required: true
          schema: { type: string }
      responses:
        '200':
          description: Tax form PDF
          content:
            application/pdf:
              schema: { type: string, format: binary }
components:
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://api.openbanking.amcb.developer.td.com/oauth/v1/authorize
          tokenUrl: https://api.openbanking.amcb.developer.td.com/oauth/v1/token
          scopes:
            tax_forms_read: Read tax forms
  schemas:
    TaxForm:
      type: object
      required: [taxFormId, taxYear, taxFormType]
      properties:
        taxFormId: { type: string }
        taxYear: { type: integer }
        taxFormType: { type: string }
        taxFormDate: { type: string, format: date }