Assemble complete supported annual retirement form boxes from proved cash sources and retained taxpayer identity
/accounts/{id}/retirement-tax-packetsAssembles supported 5498, 5498-SA, 1099-R and 1099-SA boxes from an approved sealed year-end cash position, actual classified journal receipts and a separately encrypted immutable taxpayer-identity snapshot. Traditional IRAs held at year-end require the next-year reviewed RMD source. Legacy uncertain cash dates and unresolved relevant execution plans refuse. A previously furnished packet requires an explicit correction linked to the latest approved packet. Retained recipient HTML contains only a masked TIN. beneficiary_customer_id instead selects an executed sole-beneficiary traditional IRA cash payout and assembles only that beneficiary's code-4 1099-R, with a separate recipient-specific packet version, actual sealed full-distribution proof and prepared beneficiary identity. It cannot substitute an owner FMV/RMD position; corrected death evidence refuses until tax-source reconciliation.
Path parameters
idstringRequiredHeaders
Idempotency-KeystringRequiredSend on every write that creates or changes money or state; a replay with the same key returns the original result with 200.
Body parameters
annual_position_idstringRequiredbeneficiary_customer_idstringOptionalExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
corrects_packet_idstringOptionalevidence_refstringRequiredevidence_sha256stringRequiredexpected_versionintegerRequiredpolicy_idstringRequiredreasonstringRequiredrmd_review_idstringOptionaltax_yearintegerRequiredReturns
200 OK
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
content_sha256stringRequiredcustomer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
decided_atstring · date-time or nullOptionaldecided_bystringOptionalformsarray of objectsRequired8 child attributes
account_numberstringRequiredamountsobjectRequiredchecksobjectRequiredcodesobjectRequiredformstringRequiredidstringRequiredsource_command_idsarray of stringsRequiredtax_yearintegerRequiredidstringRequiredidentityobjectRequiredTaxDocumentIdentity is prepared-document evidence; it makes no filing or furnishing claim and reveals only the last four of its retained encrypted TIN.
11 child attributes
addressobjectRequired6 child attributes
citystringRequiredcountrystringRequiredline1stringRequiredline2stringOptionalpostal_codestringRequiredstatestringRequiredcustomer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
document_refstringRequiredidstringRequiredlegal_namestringRequiredrecorded_atstring · date-timeRequiredrecorded_bystringRequiredrecorded_forstringOptionaltax_id_last4stringRequiredtax_yearintegerRequiredtin_typestringRequiredissuerobjectRequired4 child attributes
addressobjectRequired6 child attributes
citystringRequiredcountrystringRequiredline1stringRequiredline2stringOptionalpostal_codestringRequiredstatestringRequiredeinstringRequiredlegal_namestringRequiredtelephonestringRequiredproposed_atstring · date-timeRequiredproposed_bystringRequiredrecipient_htmlstringRequiredrecipient_sha256stringRequiredrequestobjectRequired10 child attributes
annual_position_idstringRequiredbeneficiary_customer_idstringOptionalExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
corrects_packet_idstringOptionalevidence_refstringRequiredevidence_sha256stringRequiredexpected_versionintegerRequiredpolicy_idstringRequiredreasonstringRequiredrmd_review_idstringOptionaltax_yearintegerRequiredsource_sha256stringRequiredstatusstringRequiredversionintegerRequiredErrors
Every error is a problem document with a stable code. See Errors.
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