Note: The tag <MFACHALLENGEA> in the OFX 2.x specs (.pdf's) is misspelled; it should be <MFACHALLENGEANSWER> to match the schemas. Also note that the OFX 1.0.3 spec and DTD were fixed to use the <MFACHALLENGEANSWER> spelling. The fixed 1.0.3 spec and DTDs can be downloaded now; the .pdf fixes will be available soon.
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.
Please note there has been a change to the representation of the SALECODE tag in the OFX_Tax1099.xsd file. (The .pdf was correct; the .xsd file was incorrect.) This change was posted on 12/10/2014.
Several changes for Tax Year 2014 are found in the 1098 and 1099 Addendum pdf’s in the downloaded zip.
Note: Forms 1095A,B and C are currently under construction for 2014. Please check here periodically for updates or email firstname.lastname@example.org for more information.
To receive a version that is not listed below, please send an email to email@example.com.
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