Reconcile an inherited requirement to executed inherited distributions and the final-year balance
GET
/accounts/{id}/retirement-inherited-rmd-reviews/{review}/statusCounts executed inherited distributions with captured cash dates in the requirement year; unresolved attempts refuse a determination. A final year reports the current protected balance instead. Late remediation of an earlier year's shortfall is not tracked here.
Path parameters
idstringRequiredreviewstringRequiredReturns
200 OK
balance_minorinteger or nullOptionalcommand_idsarray of stringsRequiredmissed_deadlinebooleanRequiredpaid_minorintegerRequiredremaining_minorintegerRequiredreviewobjectRequired19 child attributes
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
base_minorintegerRequiredcustomer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
decided_atstring · date-time or nullOptionaldecided_bystringOptionaldue_datestring · dateRequiredA business date, YYYY-MM-DD
final_distribution_yearintegerOptionalidstringRequiredmethodstringRequiredposition_account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
position_fmv_minorintegerRequiredproposed_atstring · date-timeRequiredproposed_bystringRequiredrequestobjectRequired9 child attributes
annual_position_idstringOptionalevidence_refstringRequiredevidence_sha256stringRequiredexpected_versionintegerRequiredinheritance_idstringRequiredpolicy_idstringRequiredreasonstringRequiredsource_position_idstringOptionalSourcePositionID is the decedent's IRA's December 31 position when that IRA still held residual cash for this interest at the prior year end.
tax_yearintegerRequiredrequirementobjectRequired4 child attributes
annual_requiredbooleanRequireddivisor_tenthsintegerOptionalentire_balancebooleanRequiredrequired_minorintegerRequiredsource_residual_minorintegerOptionalstatusstringRequiredtransfer_command_idstringRequiredversionintegerRequiredErrors
Every error is a problem document with a stable code. See Errors.
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