Note: The tag <MFACHALLENGEA> in the OFX 2.x specs (.pdf's) is misspelled; it should be <MFACHALLENGEANSWER> to match the schemas.
OFX 2.0.3 is the same as OFX 2.1.1 but without loans and amortization, images, investment closing and Automatic 1-Way download. (It is therefore a smaller spec and more easily perused if the newer features aren’t needed.) Unlike OFX 1.0.3, 401K and Tax are included in OFX 2.0.3. OFX 2.x specifications are also XML (versus SGML) based.
In Tax Filing Season 2016, IRS will test the capability of a W-2 Verification Code to verify the authenticity of Form W-2 data included with the return. The code will appear on approximately one million W-2s form. The taxpayer will include the code when e-filing his or her individual income tax return, and the W-2-import record layout and the 1040 MeF schema have been updated to support this. Incorrect or missing verification codes will not delay the processing of a tax return.
Changes for Tax Year 2015 are found in the 1099 and 1095 Addendum pdf’s in the downloaded zip.
Several changes for Tax Year 2014 are found in the 1098 and 1099 Addendum pdf’s in the downloaded zip.
To receive a version that is not listed below, please send an email to firstname.lastname@example.org.
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