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.
Tax Specification/Schema for Tax Year 2017
Download specification and schema for core 2017 tax forms:
These add-on schema files are compatible with and are intended to augment the existing Tax Year 2017 schema files. To use these schema files, first download the "Zipped PDF with Schema OFX Tax 2017.zip" schema files and then extract these schema files, overwriting any duplicates. No additional specification (PDF) information is currently being provided for implementations.
These add-on schema files are compatible with and are intended to augment the existing Tax Year 2017 schema files. To use these schema files, follow the instructions under "Download schema for 2017 Schedules K-1 tax forms". Then repeat the process, extracting these schema files, overwriting any duplicates. No additional specification (PDF) information is currently being provided for implementations.
Below is a list of the additional tax forms included in this add on schema:
1097-BTC : Bond Tax Credit
1098-C : Contributions of Motor Vehicles, Boats, and Airplanes
1099-A : Acquisition or Abandonment of Secured Property
1099-C : Cancellation of Debt
1099-CAP : Changes in Corporate Control and Capital Structure
1099-G : Certain Government Payments
1099-H : Health Coverage Tax Credit (HCTC) Advance Payments
1099-K : Merchant Card and Third-Party Network Payments
1099-LTC : Long-Term Care and Accelerated Death Benefits
1099-PATR : Taxable Distributions Received From Cooperatives
1099-Q : Payments From Qualified Education Programs
1099-S : Proceeds From Real Estate Transactions
1099-SA : Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
5498 : IRA Contribution Information
5498-ESA : Coverdell ESA Contribution Information
5498-SA : HSA, Archer MSA, or Medicare Advantage MSA Information