Capture final December ledger cut for independent retirement FMV review

POST/accounts/{id}/retirement-annual-positions

Fresh retirement writer then independent retirement approver. Captures completed-year December 31 cash FMV including posted interest from the exact sealed ledger statement cut, or a proved zero-balance final closure. Retains as-of/source dates, ledger and ownership revision; source changes require a new review.

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

evidence_refstringRequired

evidence_sha256stringRequired

expected_versionintegerRequired

reasonstringRequired

tax_yearintegerRequired

Returns

200 OK

account_idstringRequired

Example acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm

as_of_datestring · dateRequired

A business date, YYYY-MM-DD

customer_idstringRequired

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

cut_idstringRequired

decided_atstring · date-time or nullOptional

decided_bystringOptional

fmv_minorintegerRequired

idstringRequired

ira_typestringOptional

ledger_account_idstringRequired

Example lacc_2tVh8nqLxq4GbDe0K1F6S9zRcWm

ownership_revisionintegerRequired

proposed_atstring · date-timeRequired

proposed_bystringRequired

requestobjectRequired

5 child attributes

evidence_refstringRequired

evidence_sha256stringRequired

expected_versionintegerRequired

reasonstringRequired

tax_yearintegerRequired

source_periodstringRequired

source_throughstring · dateRequired

A business date, YYYY-MM-DD

statusstringRequired

versionintegerRequired

wrapperstringRequired

Errors

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

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