Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get All Reported Closed Tax Lots

This request returns the information for all reported closed tax lots of an account for a specified tax year, exclusive of the current year. A reported tax lot is a tax lot that has been provided to our tax preparer for generation of a 1099 tax form.

Request URL

Syntax GET /restapi/accounts/{accountnumber}/reportedtaxlots?taxyear={taxYear}
Example URL https://api.uat.foliofn.com/restapi/accounts/RA1234ABCD/reportedtaxlots?taxyear=2012

Error Codes

See Get a Reported Closed Tax Lot for the details of each error code.

Response Data Fields

See Get a Reported Closed Tax Lot for the details of each field.

Response Example


Status Code: 200 OK
Content-Type: application/json
Date: Wed, 18 Dec 2013 18:55:31 GMT
Server: Sun GlassFish Enterprise Server v2.1.1
Transfer-Encoding: chunked
X-Powered-By: Servlet/2.5

[
  {
    "exDate": null,
    "statementTrail": null,
    "taxYear": "2012",
    "termOfSale": "ST",
    "transCode": "SLE",
    "security": {
      "ticker": "WHR",
      "cusip": "963320106",
      "id": null
    },
    "accountNumber": "RB5471700Z",
    "adjustedCostBasis": "5551.76",
    "costBasisEffectiveDate": null,
    "netSaleAmount": "4048.06",
    "closingTransactionId": "8759691",
    "costBasisIndicator": " ",
    "withholdingCountry": null,
    "covered": "C",
    "disallowedLoss": "1503.70",
    "foreignTaxWithholding": null,
    "reportableGainLoss": "0.00",
    "adjustedAcquisitionDate": "2011-08-09T00:00:00.000-05:00",
    "lotReliefStrategyIndicator": "S",
    "origionalAcquisitionDate": "2011-11-02T00:00:00.000-05:00",
    "originatingTransactionSettlementDate": null,
    "origionalCostBasis": "4000.00",
    "originatingTransactionId": "8829162",
    "salePrice": "51.72796",
    "shareQuantity": "78.25827",
    "closingTransactionSettlementDate": "2012-01-17T05:00:00.000+0000",
    "taxLotId": "8829162",
    "closingTransactionDate": "2012-01-11T05:00:00.000+0000",
    "federalTaxWithholding": null,
    "stateTaxWithholding": null,
    "withholdingState": null
  },
  {
    "exDate": null,
    "statementTrail": null,
    "taxYear": "2012",
    "termOfSale": "ST",
    "transCode": "SLE",
    "security": {
      "ticker": "WHR",
      "cusip": "963320106",
      "id": null
    },
    "accountNumber": "RB5471700Z",
    "adjustedCostBasis": "885.09",
    "costBasisEffectiveDate": null,
    "netSaleAmount": "951.84",
    "closingTransactionId": "8759691",
    "costBasisIndicator": " ",
    "withholdingCountry": null,
    "covered": "C",
    "disallowedLoss": "0.00",
    "foreignTaxWithholding": null,
    "reportableGainLoss": "66.75",
    "adjustedAcquisitionDate": "2011-11-21T05:00:00.000+0000",
    "lotReliefStrategyIndicator": "S",
    "origionalAcquisitionDate": "2011-11-21T05:00:00.000+0000",
    "originatingTransactionSettlementDate": null,
    "origionalCostBasis": "885.09",
    "originatingTransactionId": "8759656",
    "salePrice": "51.72796",
    "shareQuantity": "18.40125",
    "closingTransactionSettlementDate": "2012-01-17T05:00:00.000+0000",
    "taxLotId": "8759656",
    "closingTransactionDate": "2012-01-11T05:00:00.000+0000",
    "federalTaxWithholding": null,
    "stateTaxWithholding": null,
    "withholdingState": null
  },
  {
    "exDate": null,
    "statementTrail": null,
    "taxYear": "2012",
    "termOfSale": "ST",
    "transCode": "SLE",
    "security": {
      "ticker": "MDT",
      "cusip": "585055106",
      "id": null
    }
 ]


Change Log

02/22/2016

  1. Add error codes information.

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