TD Bank

TD Bank Tax Forms API

FDX v6.2 Tax Forms endpoint that lists tax forms (e.g. 1099-INT, 1099-DIV) issued for a consented TD account in a given year and lets consumers retrieve the form PDF.

TD Bank Tax Forms API is one of 14 APIs that TD Bank publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

This API exposes 1 machine-runnable capability that can be deployed as REST, MCP, or Agent Skill surfaces via Naftiko.

Tagged areas include Tax Forms, FDX, and Open Banking. The published artifact set on APIs.io includes API documentation, an OpenAPI specification, and 1 Naftiko capability spec.

Documentation GitHub OpenAPI

OpenAPI Specification

openapi: 3.1.0
info:
  title: TD Bank Tax Forms API
  description: >-
    FDX v6.2 Tax Forms endpoint. Lists tax forms (1099-INT, 1099-DIV, etc.)
    issued for a consented TD account in a given year and lets consumers
    retrieve the form PDF.
  version: '1.0.0'
  contact:
    name: TD Open Banking Developer Support
    url: https://developer.td.com
externalDocs:
  description: TD Open Banking — About Our APIs
  url: https://docs.pat.openbanking.amcb.developer.td.com/guides/about-our-apis-hdi
servers:
  - url: https://api.openbanking.amcb.developer.td.com/fdx/v6
    description: Production
  - url: https://api.openbanking.amcb.developer.td.com/sandbox/fdx/v6
    description: Sandbox
tags:
  - name: Tax Forms
security:
  - oauth2: []
paths:
  /accounts/{accountId}/tax-forms:
    get:
      operationId: listTaxForms
      summary: List Tax Forms
      tags: [Tax Forms]
      parameters:
        - name: accountId
          in: path
          required: true
          schema: { type: string }
        - name: taxYear
          in: query
          required: false
          schema: { type: integer }
      responses:
        '200':
          description: Tax forms list
          content:
            application/json:
              schema:
                type: object
                properties:
                  taxForms:
                    type: array
                    items: { $ref: '#/components/schemas/TaxForm' }
  /accounts/{accountId}/tax-forms/{taxFormId}:
    get:
      operationId: getTaxForm
      summary: Get Tax Form
      tags: [Tax Forms]
      parameters:
        - name: accountId
          in: path
          required: true
          schema: { type: string }
        - name: taxFormId
          in: path
          required: true
          schema: { type: string }
      responses:
        '200':
          description: Tax form PDF
          content:
            application/pdf:
              schema: { type: string, format: binary }
components:
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://api.openbanking.amcb.developer.td.com/oauth/v1/authorize
          tokenUrl: https://api.openbanking.amcb.developer.td.com/oauth/v1/token
          scopes:
            tax_forms_read: Read tax forms
  schemas:
    TaxForm:
      type: object
      required: [taxFormId, taxYear, taxFormType]
      properties:
        taxFormId: { type: string }
        taxYear: { type: integer }
        taxFormType: { type: string }
        taxFormDate: { type: string, format: date }

TD Bank Tax Forms API

Documentation

Specifications

Other Resources

OpenAPI Specification