This guide describes how to create and file a 1099-INT for an account.
POST
request to the /transaction/{id} endpoint.
POST
request to /account/{account_id}/tax_document will return a tax_document
object in pending status.
tax_document
object will be updated to ready_for_filing
. Generating the 1099-INT does not automatically cause it to be filed with the appropriate tax authorities.
tax_document
, register for the tax_document.update
webhook. The status of the tax_document
entry will update to ready_for_filing
once the document has been generated. A GET
call to /account/{account_id}/tax_document/{id} can be used to check the status of the document and obtain a URL where the document can be downloaded once it ready.
filing
. This can be done with a PATCH
request to /account/{account_id}/tax_document/{id}
filed
once filing is complete.
DELETE
request to /account/{account_id}/tax_document/{id}. Once a 1099-INT has been marked deleted
it cannot be filed. After deletion a new 1099-INT can be generated for the account with a POST request to /account/{account_id}/tax_document.
POST
request to /account/{account_id}/tax_document. Set the is_correction
parameter on that endpoint to true
to indicate that the document being created is a correction. A new 1099-INT will be generated in pending
status. When the new 1099-INT moves to ready_for_filing
status the old 1099-INT for the account will move to corrected
status.