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Adding 1099-DIV Statements

Use the addF1099divStatements mutation to add 1099-DIV statements. More complete and up-to-date documentation for the addF1099divStatements mutation is available as part of the introspective GraphQL documentation.

The example mutation below illustrates adding two statements.

mutation {
  addF1099divStatements(
    statements: [
      {
        capitalGainDistributions: "7582.06"
        cashLiquidationDistributions: "9608.88"
        ordinaryDividends: "7357.19"
        recipientAddress1: "784 East 77th Street"
        recipientCity: "New York"
        recipientFirstName: "Leif"
        recipientLastName: "Babson"
        recipientState: "NY"
        recipientTin: "200213492"
        recipientZipCode: "10162"
        senderAddress1: "406 Chambers Street"
        senderCity: "New York"
        senderName: "Empire Savings Bank"
        senderPhoneNumber: "2125557318"
        senderState: "NY"
        senderTin: "104123456"
        senderZipCode: "10282"
        tags: ["group 7", "New York"]
        uploaderId: "23ec49bc-98b4-470d-8c65-eab556c51ae0"
      }
      {
        capitalGainDistributions: "9032.72"
        cashLiquidationDistributions: "7155.05"
        ordinaryDividends: "1019.91"
        recipientAddress1: "617 West 53rd Street"
        recipientAddress2: "Apartment 1022"
        recipientCity: "New York"
        recipientFirstName: "Anjelica"
        recipientLastName: "Heximer"
        recipientState: "NY"
        recipientTin: "200223492"
        recipientZipCode: "10019"
        senderAddress1: "406 Chambers Street"
        senderCity: "New York"
        senderName: "Empire Savings Bank"
        senderPhoneNumber: "2125557318"
        senderState: "NY"
        senderTin: "104123456"
        senderZipCode: "10282"
        tags: ["group 7", "New York", "send for review"]
        uploaderId: "d80308e2-71f1-4710-af1e-92dead74853d"
      }
    ]
  ) {
    errors
    statements {
      recordNumber
      statement {
        otxId
        uploaderId
        recipientFirstName
        recipientLastName
        tags
      }
      messages
    }
  }
}
# Terminate lines with \ character to allow command to span multiple lines.
# Escape quotation marks in body of mutation or query with backslashes.
# Use here document for data stream.
# Tested using the bash interpreter on Linux.
curl 'https://sandbox.ottertax.com/v2/graphql' \
  -i \
  -X POST \
  -H 'content-type: application/json' \
  -H 'access-token: YOUR ACCESS TOKEN' \
  -H 'client:       YOUR CLIENT ID' \
  -H 'uid:          YOUR UID' \
  -d @- <<END_DATA
    { 
      "query":"
        mutation {
          addF1099divStatements(
            statements: [
              {
                capitalGainDistributions: \"7582.06\"
                cashLiquidationDistributions: \"9608.88\"
                ordinaryDividends: \"7357.19\"
                recipientAddress1: \"784 East 77th Street\"
                recipientCity: \"New York\"
                recipientFirstName: \"Leif\"
                recipientLastName: \"Babson\"
                recipientState: \"NY\"
                recipientTin: \"200213492\"
                recipientZipCode: \"10162\"
                senderAddress1: \"406 Chambers Street\"
                senderCity: \"New York\"
                senderName: \"Empire Savings Bank\"
                senderPhoneNumber: \"2125557318\"
                senderState: \"NY\"
                senderTin: \"104123456\"
                senderZipCode: \"10282\"
                tags: [\"group 7\", \"New York\"]
                uploaderId: \"23ec49bc-98b4-470d-8c65-eab556c51ae0\"
              }
              {
                capitalGainDistributions: \"9032.72\"
                cashLiquidationDistributions: \"7155.05\"
                ordinaryDividends: \"1019.91\"
                recipientAddress1: \"617 West 53rd Street\"
                recipientAddress2: \"Apartment 1022\"
                recipientCity: \"New York\"
                recipientFirstName: \"Anjelica\"
                recipientLastName: \"Heximer\"
                recipientState: \"NY\"
                recipientTin: \"200223492\"
                recipientZipCode: \"10019\"
                senderAddress1: \"406 Chambers Street\"
                senderCity: \"New York\"
                senderName: \"Empire Savings Bank\"
                senderPhoneNumber: \"2125557318\"
                senderState: \"NY\"
                senderTin: \"104123456\"
                senderZipCode: \"10282\"
                tags: [\"group 7\", \"New York\", \"send for review\"]
                uploaderId: \"d80308e2-71f1-4710-af1e-92dead74853d\"
              }
            ]
          ) {
            errors
            statements {
              recordNumber
              statement {
                otxId
                uploaderId
                recipientFirstName
                recipientLastName
                tags
              }
              messages
            }
          }
        }
      "
    }
END_DATA
:: Terminate lines with ^ character to allow command to span multiple lines.
:: Precede quotation marks in body of mutation or query with triple backslashes.
:: Precede other quotation marks in data stream with single backslashes.
:: Tested using a command prompt on Windows 10.
curl "https://sandbox.ottertax.com/v2/graphql" ^
  -i ^
  -X POST ^
  -H "content-type: application/json" ^
  -H "access-token: YOUR ACCESS TOKEN" ^
  -H "client:       YOUR CLIENT ID" ^
  -H "uid:          YOUR UID" ^
  -d "{ \"query\":\" ^
        mutation { ^
          addF1099divStatements( ^
            statements: [ ^
              { ^
                capitalGainDistributions: \\\"7582.06\\\" ^
                cashLiquidationDistributions: \\\"9608.88\\\" ^
                ordinaryDividends: \\\"7357.19\\\" ^
                recipientAddress1: \\\"784 East 77th Street\\\" ^
                recipientCity: \\\"New York\\\" ^
                recipientFirstName: \\\"Leif\\\" ^
                recipientLastName: \\\"Babson\\\" ^
                recipientState: \\\"NY\\\" ^
                recipientTin: \\\"200213492\\\" ^
                recipientZipCode: \\\"10162\\\" ^
                senderAddress1: \\\"406 Chambers Street\\\" ^
                senderCity: \\\"New York\\\" ^
                senderName: \\\"Empire Savings Bank\\\" ^
                senderPhoneNumber: \\\"2125557318\\\" ^
                senderState: \\\"NY\\\" ^
                senderTin: \\\"104123456\\\" ^
                senderZipCode: \\\"10282\\\" ^
                tags: [\\\"group 7\\\", \\\"New York\\\"] ^
                uploaderId: \\\"23ec49bc-98b4-470d-8c65-eab556c51ae0\\\" ^
              } ^
              { ^
                capitalGainDistributions: \\\"9032.72\\\" ^
                cashLiquidationDistributions: \\\"7155.05\\\" ^
                ordinaryDividends: \\\"1019.91\\\" ^
                recipientAddress1: \\\"617 West 53rd Street\\\" ^
                recipientAddress2: \\\"Apartment 1022\\\" ^
                recipientCity: \\\"New York\\\" ^
                recipientFirstName: \\\"Anjelica\\\" ^
                recipientLastName: \\\"Heximer\\\" ^
                recipientState: \\\"NY\\\" ^
                recipientTin: \\\"200223492\\\" ^
                recipientZipCode: \\\"10019\\\" ^
                senderAddress1: \\\"406 Chambers Street\\\" ^
                senderCity: \\\"New York\\\" ^
                senderName: \\\"Empire Savings Bank\\\" ^
                senderPhoneNumber: \\\"2125557318\\\" ^
                senderState: \\\"NY\\\" ^
                senderTin: \\\"104123456\\\" ^
                senderZipCode: \\\"10282\\\" ^
                tags: [\\\"group 7\\\", \\\"New York\\\", \\\"send for review\\\"] ^
                uploaderId: \\\"d80308e2-71f1-4710-af1e-92dead74853d\\\" ^
              } ^
            ] ^
          ) { ^
            errors ^
            statements { ^
              recordNumber ^
              statement { ^
                otxId ^
                uploaderId ^
                recipientFirstName ^
                recipientLastName ^
                tags ^
              } ^
              messages ^
            } ^
          } ^
        } ^
     \" }"
import java.io.BufferedReader;
import java.io.InputStreamReader;
import java.io.IOException;

// This example uses version 2.9.1 of the
// open source gson library from Google.
// See https://github.com/google/gson.
import com.google.gson.Gson;
import com.google.gson.GsonBuilder;

// This example uses httpclient (version 4.5.13)
// and httpcore (version 4.4.13) libraries of the
// open source Apache HttpComponents project.
// See https://hc.apache.org/index.html.
import org.apache.http.entity.StringEntity;
import org.apache.http.client.methods.CloseableHttpResponse;
import org.apache.http.client.methods.HttpPost;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClients;

// Download the OtterTax java classes for the GraphQL
// query and mutation responses at
// https://github.com/OtterTax/graphql-java-classes
import com.ottertax.support.AddF1099divStatementsResponse;

public class StatementAdder {

  String endpoint = "https://sandbox.ottertax.com/v2/graphql";
  String gql = String.join("\n",
                           "mutation {",
                           "  addF1099divStatements(",
                           "    statements: [",
                           "      {",
                           "        capitalGainDistributions: \"7582.06\"",
                           "        cashLiquidationDistributions: \"9608.88\"",
                           "        ordinaryDividends: \"7357.19\"",
                           "        recipientAddress1: \"784 East 77th Street\"",
                           "        recipientCity: \"New York\"",
                           "        recipientFirstName: \"Leif\"",
                           "        recipientLastName: \"Babson\"",
                           "        recipientState: \"NY\"",
                           "        recipientTin: \"200213492\"",
                           "        recipientZipCode: \"10162\"",
                           "        senderAddress1: \"406 Chambers Street\"",
                           "        senderCity: \"New York\"",
                           "        senderName: \"Empire Savings Bank\"",
                           "        senderPhoneNumber: \"2125557318\"",
                           "        senderState: \"NY\"",
                           "        senderTin: \"104123456\"",
                           "        senderZipCode: \"10282\"",
                           "        tags: [\"group 7\", \"New York\"]",
                           "        uploaderId: \"23ec49bc-98b4-470d-8c65-eab556c51ae0\"",
                           "      }",
                           "      {",
                           "        capitalGainDistributions: \"9032.72\"",
                           "        cashLiquidationDistributions: \"7155.05\"",
                           "        ordinaryDividends: \"1019.91\"",
                           "        recipientAddress1: \"617 West 53rd Street\"",
                           "        recipientAddress2: \"Apartment 1022\"",
                           "        recipientCity: \"New York\"",
                           "        recipientFirstName: \"Anjelica\"",
                           "        recipientLastName: \"Heximer\"",
                           "        recipientState: \"NY\"",
                           "        recipientTin: \"200223492\"",
                           "        recipientZipCode: \"10019\"",
                           "        senderAddress1: \"406 Chambers Street\"",
                           "        senderCity: \"New York\"",
                           "        senderName: \"Empire Savings Bank\"",
                           "        senderPhoneNumber: \"2125557318\"",
                           "        senderState: \"NY\"",
                           "        senderTin: \"104123456\"",
                           "        senderZipCode: \"10282\"",
                           "        tags: [\"group 7\", \"New York\", \"send for review\"]",
                           "        uploaderId: \"d80308e2-71f1-4710-af1e-92dead74853d\"",
                           "      }",
                           "    ]",
                           "  ) {",
                           "    errors",
                           "    statements {",
                           "      recordNumber",
                           "      statement {",
                           "        otxId",
                           "        uploaderId",
                           "        recipientFirstName",
                           "        recipientLastName",
                           "        tags",
                           "      }",
                           "      messages",
                           "    }",
                           "  }",
                           "}");

  public String querify(String rawGraphql) {
    Gson gson = new Gson();
    return("{\"query\":" + gson.toJson(rawGraphql) + "}");
  }

  public void add() {
    CloseableHttpClient httpClient = HttpClients.createDefault();
    Gson gson = new GsonBuilder().setPrettyPrinting().create();
    String response = "";

    try {
      HttpPost httpPost = new HttpPost(endpoint);
      httpPost.addHeader("content-type", "application/json");
      httpPost.addHeader("access-token", "YOUR ACCESS TOKEN");
      httpPost.addHeader("client", "YOUR CLIENT ID");
      httpPost.addHeader("uid", "YOUR UID");

      // Put the query in the post body.
      StringEntity stringEntity = new StringEntity(querify(gql));
      httpPost.setEntity(stringEntity);
      CloseableHttpResponse httpResponse = httpClient.execute(httpPost);

      // Read the response.
      BufferedReader reader = new BufferedReader(new InputStreamReader(
          httpResponse.getEntity().getContent()));
      StringBuffer responseBuffer = new StringBuffer();
      String inputLine;
      while ((inputLine = reader.readLine()) != null) {
        responseBuffer.append(inputLine);
      }
      reader.close();
      response = responseBuffer.toString();
      int responseCode = httpResponse.getStatusLine().getStatusCode();
      if( responseCode != 200  ) {
        System.out.println("Response code from server was " + String.valueOf(responseCode) + ".");
      } 
      httpResponse.close();
      httpClient.close();
    } catch(IOException e) {
      System.out.println("Error posting GraphQL.\nExiting");
      System.exit(1);
    }
    AddF1099divStatementsResponse addF1099divStatementsResponse = gson.fromJson(response, AddF1099divStatementsResponse.class);
    System.out.println(gson.toJson(addF1099divStatementsResponse));
  }

  public static void main(String[] args) {
    StatementAdder statementAdder = new StatementAdder();
    statementAdder.add();
  }

}
// Using graphql-request from
// https://github.com/prisma-labs/graphql-request
// Example tested with node version 16.16.0
import { GraphQLClient, gql } from 'graphql-request'

async function main() {
  const endpoint = 'https://sandbox.ottertax.com/v2/graphql'

  const graphQLClient = new GraphQLClient(endpoint, {
    headers: { 'content-type': 'application/json',
               'access-token': 'YOUR ACCESS TOKEN',
               'client': 'YOUR CLIENT ID',
               'uid': 'YOUR UID' }
  })
  const query = gql`
    mutation {
      addF1099divStatements(
        statements: [
          {
            capitalGainDistributions: "7582.06"
            cashLiquidationDistributions: "9608.88"
            ordinaryDividends: "7357.19"
            recipientAddress1: "784 East 77th Street"
            recipientCity: "New York"
            recipientFirstName: "Leif"
            recipientLastName: "Babson"
            recipientState: "NY"
            recipientTin: "200213492"
            recipientZipCode: "10162"
            senderAddress1: "406 Chambers Street"
            senderCity: "New York"
            senderName: "Empire Savings Bank"
            senderPhoneNumber: "2125557318"
            senderState: "NY"
            senderTin: "104123456"
            senderZipCode: "10282"
            tags: ["group 7", "New York"]
            uploaderId: "23ec49bc-98b4-470d-8c65-eab556c51ae0"
          }
          {
            capitalGainDistributions: "9032.72"
            cashLiquidationDistributions: "7155.05"
            ordinaryDividends: "1019.91"
            recipientAddress1: "617 West 53rd Street"
            recipientAddress2: "Apartment 1022"
            recipientCity: "New York"
            recipientFirstName: "Anjelica"
            recipientLastName: "Heximer"
            recipientState: "NY"
            recipientTin: "200223492"
            recipientZipCode: "10019"
            senderAddress1: "406 Chambers Street"
            senderCity: "New York"
            senderName: "Empire Savings Bank"
            senderPhoneNumber: "2125557318"
            senderState: "NY"
            senderTin: "104123456"
            senderZipCode: "10282"
            tags: ["group 7", "New York", "send for review"]
            uploaderId: "d80308e2-71f1-4710-af1e-92dead74853d"
          }
        ]
      ) {
        errors
        statements {
          recordNumber
          statement {
            otxId
            uploaderId
            recipientFirstName
            recipientLastName
            tags
          }
          messages
        }
      }
    }

  `

  const data = await graphQLClient.request(query)
  console.log(JSON.stringify(data))
}

main().catch((error) => console.error(error))
<?php
// Tested with php-cli version 8.1.2.
$query =<<<'END_DATA'
  mutation {
    addF1099divStatements(
      statements: [
        {
          capitalGainDistributions: "7582.06"
          cashLiquidationDistributions: "9608.88"
          ordinaryDividends: "7357.19"
          recipientAddress1: "784 East 77th Street"
          recipientCity: "New York"
          recipientFirstName: "Leif"
          recipientLastName: "Babson"
          recipientState: "NY"
          recipientTin: "200213492"
          recipientZipCode: "10162"
          senderAddress1: "406 Chambers Street"
          senderCity: "New York"
          senderName: "Empire Savings Bank"
          senderPhoneNumber: "2125557318"
          senderState: "NY"
          senderTin: "104123456"
          senderZipCode: "10282"
          tags: ["group 7", "New York"]
          uploaderId: "23ec49bc-98b4-470d-8c65-eab556c51ae0"
        }
        {
          capitalGainDistributions: "9032.72"
          cashLiquidationDistributions: "7155.05"
          ordinaryDividends: "1019.91"
          recipientAddress1: "617 West 53rd Street"
          recipientAddress2: "Apartment 1022"
          recipientCity: "New York"
          recipientFirstName: "Anjelica"
          recipientLastName: "Heximer"
          recipientState: "NY"
          recipientTin: "200223492"
          recipientZipCode: "10019"
          senderAddress1: "406 Chambers Street"
          senderCity: "New York"
          senderName: "Empire Savings Bank"
          senderPhoneNumber: "2125557318"
          senderState: "NY"
          senderTin: "104123456"
          senderZipCode: "10282"
          tags: ["group 7", "New York", "send for review"]
          uploaderId: "d80308e2-71f1-4710-af1e-92dead74853d"
        }
      ]
    ) {
      errors
      statements {
        recordNumber
        statement {
          otxId
          uploaderId
          recipientFirstName
          recipientLastName
          tags
        }
        messages
      }
    }
  }

END_DATA;
$payload = array ('query' => $query);
$options = array(
  'http' => array(
    'method'  => 'POST',
    'content' => json_encode( $payload ),
    'header' => "content-type: application/json\r\n" .
                "access-token: YOUR ACCESS TOKEN\r\n" .
                "client:       YOUR CLIENT ID\r\n" .
                "uid:          YOUR UID\r\n"
    )
);

$context  = stream_context_create( $options );
$response = file_get_contents( 'https://sandbox.ottertax.com/v2/graphql',
                               false, $context );
if( $response === FALSE ) {
  echo "Call to server failed.\n";
} else {
  echo $response . "\n";
}
?>
# Using GQL from
# https://github.com/graphql-python/gql
# Tested using python version 3.10.4
from gql import gql, Client
from gql.transport.aiohttp import AIOHTTPTransport

transport = AIOHTTPTransport(url = "https://sandbox.ottertax.com/v2/graphql",
                             headers = { 'content-type': 'application/json',
                                         'access-token': 'YOUR ACCESS TOKEN',
                                         'client': 'YOUR CLIENT ID',
                                         'uid': 'YOUR UID' })
client = Client(transport=transport, fetch_schema_from_transport=True)
query = gql(
  """
    mutation {
      addF1099divStatements(
        statements: [
          {
            capitalGainDistributions: "7582.06"
            cashLiquidationDistributions: "9608.88"
            ordinaryDividends: "7357.19"
            recipientAddress1: "784 East 77th Street"
            recipientCity: "New York"
            recipientFirstName: "Leif"
            recipientLastName: "Babson"
            recipientState: "NY"
            recipientTin: "200213492"
            recipientZipCode: "10162"
            senderAddress1: "406 Chambers Street"
            senderCity: "New York"
            senderName: "Empire Savings Bank"
            senderPhoneNumber: "2125557318"
            senderState: "NY"
            senderTin: "104123456"
            senderZipCode: "10282"
            tags: ["group 7", "New York"]
            uploaderId: "23ec49bc-98b4-470d-8c65-eab556c51ae0"
          }
          {
            capitalGainDistributions: "9032.72"
            cashLiquidationDistributions: "7155.05"
            ordinaryDividends: "1019.91"
            recipientAddress1: "617 West 53rd Street"
            recipientAddress2: "Apartment 1022"
            recipientCity: "New York"
            recipientFirstName: "Anjelica"
            recipientLastName: "Heximer"
            recipientState: "NY"
            recipientTin: "200223492"
            recipientZipCode: "10019"
            senderAddress1: "406 Chambers Street"
            senderCity: "New York"
            senderName: "Empire Savings Bank"
            senderPhoneNumber: "2125557318"
            senderState: "NY"
            senderTin: "104123456"
            senderZipCode: "10282"
            tags: ["group 7", "New York", "send for review"]
            uploaderId: "d80308e2-71f1-4710-af1e-92dead74853d"
          }
        ]
      ) {
        errors
        statements {
          recordNumber
          statement {
            otxId
            uploaderId
            recipientFirstName
            recipientLastName
            tags
          }
          messages
        }
      }
    }

  """
)

result = client.execute(query)
print(result)
# Tested using ruby 3.1.2.
require( 'net/http' )
require( 'uri' )
require( 'json' )

uri = URI( "https://sandbox.ottertax.com/v2/graphql" )
http = Net::HTTP.new(uri.host, uri.port)
if( uri.instance_of?( URI::HTTPS ) )
  http.use_ssl = true
  http.verify_mode = OpenSSL::SSL::VERIFY_PEER
end
headers = { "content-type": "application/json",
            "access-token": "YOUR ACCESS TOKEN",
            "client": "YOUR CLIENT ID",
            "uid": "YOUR UID" }

query = <<-END_DATA
  mutation {
    addF1099divStatements(
      statements: [
        {
          capitalGainDistributions: "7582.06"
          cashLiquidationDistributions: "9608.88"
          ordinaryDividends: "7357.19"
          recipientAddress1: "784 East 77th Street"
          recipientCity: "New York"
          recipientFirstName: "Leif"
          recipientLastName: "Babson"
          recipientState: "NY"
          recipientTin: "200213492"
          recipientZipCode: "10162"
          senderAddress1: "406 Chambers Street"
          senderCity: "New York"
          senderName: "Empire Savings Bank"
          senderPhoneNumber: "2125557318"
          senderState: "NY"
          senderTin: "104123456"
          senderZipCode: "10282"
          tags: ["group 7", "New York"]
          uploaderId: "23ec49bc-98b4-470d-8c65-eab556c51ae0"
        }
        {
          capitalGainDistributions: "9032.72"
          cashLiquidationDistributions: "7155.05"
          ordinaryDividends: "1019.91"
          recipientAddress1: "617 West 53rd Street"
          recipientAddress2: "Apartment 1022"
          recipientCity: "New York"
          recipientFirstName: "Anjelica"
          recipientLastName: "Heximer"
          recipientState: "NY"
          recipientTin: "200223492"
          recipientZipCode: "10019"
          senderAddress1: "406 Chambers Street"
          senderCity: "New York"
          senderName: "Empire Savings Bank"
          senderPhoneNumber: "2125557318"
          senderState: "NY"
          senderTin: "104123456"
          senderZipCode: "10282"
          tags: ["group 7", "New York", "send for review"]
          uploaderId: "d80308e2-71f1-4710-af1e-92dead74853d"
        }
      ]
    ) {
      errors
      statements {
        recordNumber
        statement {
          otxId
          uploaderId
          recipientFirstName
          recipientLastName
          tags
        }
        messages
      }
    }
  }

END_DATA
request = Net::HTTP::Post.new(uri.request_uri, headers )
request.body = {query: query}.to_json
response = http.request(request)
if( response.code == '200' )
  payload = JSON.parse( response.body )
  STDOUT.puts( payload )
else
  STDOUT.puts( "Response code was #{response.code}:\n#{response.inspect}" )
end