Read posted retirement contribution/distribution source evidence for information reporting
/accounts/{id}/retirement-tax-recordsFresh dedicated retirement reader or actual svc_reporting with accounts:retirement:read. Up to 200 underlying commands per page with next_cursor, including pages with no matching-year rows. Posted source evidence for Form 5498 boxes 1/10 and rollover box 2; Form 5498-SA cash-year box 2/subsequent-year box 3 and rollover box 4; distributions on 1099-R/1099-SA. Beneficiary cash distributions identify the actual beneficiary as tax recipient with 1099-R code 4. Conversions appear as traditional 1099-R code 2/7 and Roth 5498 box 3, each on its own account, with one underlying cash journal. Trustee transfers create no contribution/distribution row. Gross contribution reporting is not netted by timely returns. These are inputs to the separately reviewed annual packet workflow; no tax remittance or IRS filing is claimed.
Path parameters
idstringRequiredQuery parameters
tax_yearstringOptionalafterstringOptionalReturns
200 OK
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
next_cursorstringOptionalrecordsarray of objectsRequired18 child attributes
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
cash_datestring · dateRequiredA business date, YYYY-MM-DD
cash_date_sourcestringRequiredcommand_idstringRequiredcontribution_boxstringOptionalcontribution_minorintegerOptionalcontribution_tax_yearintegerOptionalcustomer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
distribution_codestringOptionalearnings_minorintegerOptionalexecuted_atstring · date-timeRequiredformstringRequiredgross_minorintegerRequiredjournal_idstringRequiredExample jrnl_2tVh8nqLxq4GbDe0K1F6S9zRcWm
tax_yearintegerRequiredtaxable_minorinteger or nullOptionaltaxable_undeterminedbooleanRequiredwithheld_minorintegerOptionaltax_yearintegerRequiredErrors
Every error is a problem document with a stable code. See Errors.
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