Corgi BankDocumentation
OpenAPI

Assemble complete supported annual retirement form boxes from proved cash sources and retained taxpayer identity

POST/accounts/{id}/retirement-tax-packets

Assembles 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

idstringRequired

Headers

Idempotency-KeystringRequired

Send 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_idstringRequired
beneficiary_customer_idstringOptional

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

corrects_packet_idstringOptional
evidence_refstringRequired
evidence_sha256stringRequired
expected_versionintegerRequired
policy_idstringRequired
reasonstringRequired
rmd_review_idstringOptional
tax_yearintegerRequired

Returns

200 OK

account_idstringRequired

Example acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm

content_sha256stringRequired
customer_idstringRequired

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

decided_atstring · date-time or nullOptional
decided_bystringOptional
formsarray of objectsRequired
8 child attributes
account_numberstringRequired
amountsobjectRequired
checksobjectRequired
codesobjectRequired
formstringRequired
idstringRequired
source_command_idsarray of stringsRequired
tax_yearintegerRequired
idstringRequired
identityobjectRequired

TaxDocumentIdentity 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
addressobjectRequired
6 child attributes
citystringRequired
countrystringRequired
line1stringRequired
line2stringOptional
postal_codestringRequired
statestringRequired
customer_idstringRequired

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

document_refstringRequired
idstringRequired
legal_namestringRequired
recorded_atstring · date-timeRequired
recorded_bystringRequired
recorded_forstringOptional
tax_id_last4stringRequired
tax_yearintegerRequired
tin_typestringRequired
issuerobjectRequired
4 child attributes
addressobjectRequired
6 child attributes
citystringRequired
countrystringRequired
line1stringRequired
line2stringOptional
postal_codestringRequired
statestringRequired
einstringRequired
legal_namestringRequired
telephonestringRequired
proposed_atstring · date-timeRequired
proposed_bystringRequired
recipient_htmlstringRequired
recipient_sha256stringRequired
requestobjectRequired
10 child attributes
annual_position_idstringRequired
beneficiary_customer_idstringOptional

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

corrects_packet_idstringOptional
evidence_refstringRequired
evidence_sha256stringRequired
expected_versionintegerRequired
policy_idstringRequired
reasonstringRequired
rmd_review_idstringOptional
tax_yearintegerRequired
source_sha256stringRequired
statusstringRequired
versionintegerRequired

Errors

Every error is a problem document with a stable code. See Errors.

400401403404409412413422424429500503

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