Corgi BankDocumentation
OpenAPI

Read posted retirement contribution/distribution source evidence for information reporting

GET/accounts/{id}/retirement-tax-records

Fresh 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

idstringRequired

Query parameters

tax_yearstringOptional
afterstringOptional

Returns

200 OK

account_idstringRequired

Example acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm

next_cursorstringOptional
recordsarray of objectsRequired
18 child attributes
account_idstringRequired

Example acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm

cash_datestring · dateRequired

A business date, YYYY-MM-DD

cash_date_sourcestringRequired
command_idstringRequired
contribution_boxstringOptional
contribution_minorintegerOptional
contribution_tax_yearintegerOptional
customer_idstringRequired

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

distribution_codestringOptional
earnings_minorintegerOptional
executed_atstring · date-timeRequired
formstringRequired
gross_minorintegerRequired
journal_idstringRequired

Example jrnl_2tVh8nqLxq4GbDe0K1F6S9zRcWm

tax_yearintegerRequired
taxable_minorinteger or nullOptional
taxable_undeterminedbooleanRequired
withheld_minorintegerOptional
tax_yearintegerRequired

Errors

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

400401403404409412413422424429500503

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