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Open Financial Exchange (OFX) Specification and Schemas



Version / Description Specification (.pdf) Schema Files (.zip) All Files (.zip)
Version 2.2
See also OFX Implementation Guide for 2.2 and OAuth
Download Download
Version 2.1.1 (equivalent to OFX 2.1 with MFA) Download
Version 2.0.3 (equivalent to OFX 2.0.2 with MFA)
Note: 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.
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Version 1.6 (last of the SGML specs) Download
Version 1.0.3 (equivalent to OFX 1.0.2 with MFA) Download
Version 1.0.2 Download
Aggregation Specication 1.0 (.doc) Download


2018 OFX Tax Specification and Schemas

Version / Description Specification (.pdf) Schema Files (.zip) All Files (.zip)
2018 Core Tax Forms
There are several updates for Tax Year 2018. Please refer to the PDF Specification document for a list of what's new.
Note: The Tax schema is compliant with OFX 2.0.2 and above
Download
2018 Add-On Tax Forms — Schedules K-1
These add-on schema files are compatible with and are intended to augment the existing 2018 core schema files. To use these schema files, first download the core schema files and then extract these schema files, overwriting any duplicates. No additional specication (PDF) information is currently being provided for implementations.
Download
2018 Add-On Tax Forms — Additional Forms
These add-on schema files are compatible with and are intended to augment the existing Tax Year 2018 schema files. To use these schema files, first follow the instructions under "2018 Add-On Tax Forms — Schedules K-1". Then repeat the process, extracting these schema files, overwriting any duplicates. No additional specication (PDF) information is currently being provided for implementations.
Download


2018 Tax Forms

Core Tax Forms

  • Form 1098 : Mortgage Interest Statement
  • Form 1098-E : Student Loan Interest Statement
  • Form 1098-T : Tuition Statement
  • Form 1099-B : Proceeds From Broker and Barter Exchange Transactions
  • Form 1099-DIV : Dividends and Distributions
  • Form 1099-INT : Interest Income
  • Form 1099-MISC : Miscellaneous Income
  • Form 1099-OID : Original Issue Discount
  • Form 1099-R : Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • Form W-2 : Wage and Tax Statement

Add-On Tax Forms — Schedules K-1

  • Form 1065 K-1 : Partner's Share of Income, Deductions, Credits, etc.
  • Form 1120S K-1 : Shareholder's Share of Income, Deductions, Credits, etc.
  • Form 1041 K-1 : Beneficiary's Share of Income, Deductions, Credits, etc.

Add-On Tax Forms — Additional Forms

  • Form 1097-BTC : Bond Tax Credit
  • Form 1098-C : Contributions of Motor Vehicles, Boats, and Airplanes
  • Form 1099-A : Acquisition or Abandonment of Secured Property
  • Form 1099-C : Cancellation of Debt
  • Form 1099-CAP : Changes in Corporate Control and Capital Structure
  • Form 1099-G : Certain Government Payments
  • Form 1099-H : Health Coverage Tax Credit (HCTC) Advance Payments
  • Form 1099-K : Merchant Card and Third-Party Network Payments
  • Form 1099-LTC : Long-Term Care and Accelerated Death Benefits
  • Form 1099-PATR : Taxable Distributions Received From Cooperatives
  • Form 1099-Q : Payments From Qualified Education Programs
  • Form 1099-S : Proceeds From Real Estate Transactions
  • Form 1099-SA : Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  • Form 5498 : IRA Contribution Information
  • Form 5498-ESA : Coverdell ESA Contribution Information
  • Form 5498-SA : HSA, Archer MSA, or Medicare Advantage MSA Information
  • Form W-2G : Certain Gambling Winnings