Tax document list
API reference
When the account is over a year old, returns a list of the tax documents associated with the specified account based on query criteria. The list includes each document's unique GUID, which you need to pull a specific document. The response values below are repeated for each document in the list.
Once you have the document ID use GET /core/v1/dda/accounts/{accountNumber}/tax-documents/{id} to pull an individual document.
curl --location 'https://sandbox.crbcos.com/core/v1/dda/accounts/2203250853/tax-documents' \
--header 'Authorization: Bearer <token>'IMPORTANT Only pull documents as needed. If you want to pull a large number of documents, speak to your Relationship Manager.
The IRS requires Cross River to provide account holders with an IRS Form 1099 for earnings equal to or greater than $10.00, per taxpayer identification number (TIN).Should the customer have more than one account, the system generates a 1099 for each account if the earnings of all accounts total $10.00 or more.